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  • Welcome

    Welcome from Investec Asset Management

    Thank you for joining us at the Asia Investment Conference. We are excited to bring together leading asset owners and investment professionals for a fruitful and insightful discussion.

    Asian markets have staged a comeback this year, with equities and fixed income delivering attractive returns. Earnings growth continued to beat expectations. MSCI’s decision to include China in its global indices gave a further boost to the region. The recently launched China-Hong Kong Bond Connect scheme provides a new avenue for international investors to tap into China’s bond market. While many expect that the rally looks set to continue given stronger momentum and improved investor sentiment, how should we navigate the markets and capitalise opportunities ahead as global uncertainty lingers?

    Investec Asset Management established its Asian presence over 20 years ago. Since then, we have been expanding our business and client base across the region. We have also built investment teams based in Asia to provide ‘on the ground’ insight. A range of Asian and emerging markets fund products with proven track record are also offered to meet the needs of investors with home bias. We are committed to developing our Asian business.

    As a long-term investment manager, we deem it our duty to communicate with you, our investment partners, on the many opportunities and risks that we collectively face, so please ask the hard questions and take this opportunity to interact with your peers.

    I hope that you will find the conference useful. Please enjoy your time with us!

    Kind regards


    Beonca Yip

    Managing Director, Head of Advisor Business, Asia

    Investec Asset Management

     

  • Agenda

    Agenda

    Programme at a glance

    Friday, 8 September 2017

    12:15-12:30 Registration
    12:30-12:35

    Opening remarks 
    Beonca Yip, Managing Director, Head of Advisor Business, Asia

    12:35-13:20

    Generating alpha in Asia and China 
    Mark Breedon - Co-Head of 4FactorTM Equity
    Charlie Linton - Portfolio Manager, 4FactorTM Equity
    Wenchang Ma - Alternate Portfolio Manager, 4FactorTM Equity

    13:20-13:35

    Adding value in emerging markets fixed income
    Wilfred Wee - Portfolio Manager, Emerging Market Fixed Income

    13:35-14:00

    The next winners: Asian equity and emerging markets fixed income 
    Mark Breedon - Co-Head of 4FactorTM Equity
    Charlie Linton - Portfolio Manager, 4FactorTM Equity
    Wenchang Ma - Alternate Portfolio Manager, 4FactorTM Equity
    Wilfred Wee - Portfolio Manager, Emerging Market Fixed Income

  • Speakers

    Speaker Information

    Mark Breedon
    Co-Head of 4FactorTM Equity
    Charlie Linton
    Portfolio Manager, 4FactorTM Equity
    Wenchang Ma
    Alternate Portfolio Manager, 4FactorTM Equity
    Wilfred Wee
    Portfolio Manager, Emerging Market Fixed Income
    Beonca Yip
    Managing Director, Head of Advisor Business, Asia
  • Presentations

    Presentations

    Generating alpha in Asia and China

    Mark Breedon, Co-Head of 4FactorTM Equity
    Charlie Linton, Portfolio Manager, 4FactorTM Equity
    Wenchang Ma, Alternate Portfolio Manager, 4FactorTM Equity

    Adding value in emerging markets fixed income

    Wilfred Wee, Portfolio Manager, Emerging Market Fixed Income
  • Fund factsheets

  • About us

    About Investec Asset Management 

    At Investec Asset Management we believe in investing for a better tomorrow. We want to assist people around the globe to retire with dignity and meet their financial objectives by offering specialist, active investment expertise. We are a patient, long-term business offering organically-developed investment capabilities through active segregated mandates and mutual funds. Our clients include some of the world’s largest private and public sector pension funds, financial institutions, corporates, foundations, central banks and intermediaries serving individual investors.

    It all began in South Africa in 1991. After more than twenty-six years, we have grown to become an established global investment management firm, now managing approximately US$124 billion*. We continue to develop our owner culture and are committed to building a long-term inter-generational business. The founding leadership is still in place, offering stability and a long-term investment outlook for clients.

    We are deeply committed to creating a better, sustainable future. We are conscious of our responsibility, both as investors of other people’s money and of our broader responsibility to society. Through our core investing activities, our leadership in the industry, our environmental initiatives and our commitment to our local communities, we seek to make a positive impact in all that we do.

    Our overriding aim is to manage our investments to the highest standard possible and thereby exceed our clients’ investment and service expectations.

    Access to a wide range of investment solutions

    Our focus is on global and emerging market investing across asset classes. We started with a range of largely South African products and, in the late 1990s, recognising that the investment world would inevitably become less local, we globalised our business. This approach, combined with a footprint in both emerging and developed markets, has characterised the development of our investment solutions.'

    We effectively balance strong local expertise with the benefits of a tightly connected global firm. We see our ability to adapt to the dynamics of the markets in which we operate as a significant strength.

    *Source: Investec Asset Management, as at 30.06.17

     

Disclaimer:

The value of this investment, and any income generated from it, will be affected by changes in interest rates, general market conditions and other political, social and economic developments, as well as by specific matters relating to the assets in which it invests. The investment objective of any sub-fund of the Investec Global Strategy Fund (the "Fund") will not necessarily be achieved and investors are not certain to make profits; losses may be made. The Fund may use or invest in financial derivatives. Past performance figures shown and any forecasts on the economy, stock or bond market, or economic trends that are targeted by the fund, are not indicative of future performance. Investment involves risks. Investors should read the Prospectus for details, including the risk factors. All the information contained in this communication is believed to be reliable but may be inaccurate or incomplete. Any opinions stated are honestly held but are not guaranteed and should not be relied upon. This is not a buy, sell or hold recommendation for any particular security. The portfolio may change significantly over a short period of time. This communication is provided for general information only. It is not an invitation to make an investment nor does it constitute an offer for sale.

In Hong Kong, this document has not been reviewed by the SFC. The full documentation that should be considered before making an investment, including the Prospectus and Product Key Facts Statement (KFS), which set out the fund specific risks, is available from Investec Asset Management. The company website has not been reviewed by the SFC and may contain information with respect to non-SFC authorized funds which are not available to the public of Hong Kong. Issuer: Investec Asset Management Hong Kong Limited.