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In our latest video insight, Jonathan Pines, the Asia ex-Japan fund’s Lead Portfolio Manager outlines how a value-led contrarian approach has helped the fund establish itself as among the best performing in its asset class over the last decade despite a hostile macro environment.
“Our performance is a surprise if you look at it one way because we’ve been in all the wrong parts of the market,” admits Pines. “It all comes down to bottom-up stock picking.”
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