• December 11, 2018

Corporate Governance: Turning the Tables on Institutional Investors

By Kevin Smith. I attended the Asian Corporate Governance Association (ACGA) Annual Conference in a very polluted Beijing last month along with a reco...
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  • November 29, 2018

The importance of fundamental oversight of systematic investment processes

By Robert Swift & Robert Medd. Quantitative analysis models form a key element of our investment process to aid stock selection. However, we do no...
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  • November 16, 2018

The Development of Corporate Governance in Asia

By Kevin Smith, Early in 2001 Jamie Allen, Secretary General of the Asian Corporate Governance Association (ACGA) arrived in my Hong Kong office to pe...
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  • October 25, 2018

Model Portfolios: A smarter approach to multi-manager implementation

API manages wholesale unit trusts and ‘Direct Managed Accounts’ (aka Individually Managed Accounts) where we deploy our systematic investment proc...
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  • October 16, 2018

The Asian Opportunity – One stock to ride the wave

By Robert Swift, We have been suggesting that investors take a fresh look at Asia and that includes Japan but currently excludes India.  The markets ...
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  • September 3, 2018

Finding sensibly priced growth

By Karl Hunt Growth investing has pretty much been the prevailing theme for some time now.  This is perhaps to be expected in a low inflationary, low...
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