The investment objective of the C WorldWide Asia composite is to achieve long-term capital growth exceeding the return of the market with a moderate risk profile in line with or below the market risk. The portfolio’s investment philosophy is to combine long-term trends and short-term themes with thorough stock-picking in order to generate an attractive, long-term return for the patient investor.
Considering Asia’s special market structure the portfolio will normally consist of 35–70 stocks, and will consist of a combination of large as well as medium and small-cap stocks. Our past experience has taught us the importance of having exposure to this market segment in order to capitalise on Asia’s growth case. The portfolio has a concentrated approach based on a narrow selection of carefully analysed investment themes. The portfolio invests in listed equities in Asia excluding Japan.