Asian Opportunity Portfolio
The Capital Company’s Asian Opportunities Strategy is a carefully curated portfolio of our best, highest conviction ideas in the Asia Pacific region.
We use a bottom-up stock picking approach to invest in a select few companies that we consider to be Asia’s “blue chips of tomorrow” – solid, world-class businesses that have hallmarks of outperformance or the potential to acquire these characteristics.
The strategy invests in a concentrated portfolio of securities from developed and emerging markets in the Asia Pacific region, including Japan, Australia and New Zealand. We seek out quality and value, preferably deep value, at all times. We invest in dynamic businesses that have the potential for higher investment returns, all the time keeping in mind that the price paid for the investment determines those returns.
Asian Opportunities Strategy USD