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Asia ex-Japan: Finding value in an undervalued opportunity set

Insight
9 January 2024 |
Active ESG
The Asia ex-Japan region provides the perfect environment for our team of contrarian stock pickers.

Price-to-value ratios in the overlooked Asia ex-Japan region are now highly attractive for those with the ability to seek out opportunities. The team’s contrarian approach and disciplined, price-aware investing style is well suited to the current environment.

Watch the video below to learn more about the strategy’s fundamental, bottom-up process, how the team manages risk, and why it’s important to zig when others zag.

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