EDITORIAL

Between economic vitality and volatily of the equity market, which strategy to adopt to invest in Asia?
We have selected four specialized fund managers to answer the question.


Nomura Asset Management

Economic forecast



Yunosuke Ikeda
Senior Economist, Japanese Economic Research
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Close Investments

The growing importance of dividends in Japan

Mike Lindsell
Portfolio Manager
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Matthews ICM

Which sources of performance for Asia?


David Harding, CFA 
Managing Director 
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Halbis

The new investment opportunities in South Korea

Mijung Kang, CFA
Porfolio Manager
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Introduction

Nomura Asset Management is the leading independent financial institution in Japan. The company has a worldwide presence thanks to its 6 offices representing 176 fund managers and 76 analysts.The Japanese management teams are using have a Relative Value Approach based on fundamental research and sectoral analysis.

Close Investments with Lindsell Train Ltd provides expertise on the Japanese equity market. The investment philosophy is based on a Value Approach, and the search of companies offering a good visibility on future results, a sustainable business model and an attractive valorisation.

Located in San Francisco, Matthews Investment Capital Management investment philosophy is focused solely on investing in Asia. The stock selection considers both current fundamentals and long-term growth prospects, anchored in a GARP (Growth-At-a-Reasonable-Price) investment style. The focus is also on expected profitability and themes like development and domestic consumption

Halbis is the specialist in “fundamental active management” inside the HSBC Group, with an important focus on emerging markets and Asian equities. The investment process of the HSBC Korean equity fund is based on fundamental analysis of the companies in the portfolio and the selection of below underevaluated stocks, thanks to an internally developed valorisation model.


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Tuesday 25 September 2007

10:30: Welcome
10:45: Introduction
11:00 : Economic forecast


Yunosuke Ikeda
Senior Economist, Japanese Economic Research

Nomura Asset Management

11:30 : The growing importance of dividends in Japan


Mike Lindsell
Portfolio Manager

Close Investments

12:00 : Which sources of performance for Asia?


David Harding, CFA
Managing Director 
           
Matthews Investment Capital Management

12:30 : The new investment opportunities in South Korea


Mijung Kang, CFA
Portfolio Manager

Halbis