Andrew Graham, portfolio manager, head of Asia at Legg Mason Global Asset Management affiliate Martin Currie will outline his view on Asia, its growth story an investment opportunities over time, when he takes part in the upcoming Copenhagen Roundtable 2019, hosted by InvestmentEurope in the Danish capital at the Hotel d'Angleterre on 30 October.
For, while the broader growth story in the region is well known, its stock markets have not always delivered consistently to investors, Graham notes. Acknowledging this steers the work he does on the Asia Long-Term Unconstrained strategy for which he is manager; seeking to turn nominal GDP growth into investment returns.
Doing this requires a focus on particular companies and using a buy and hold approach, he argues.
Graham joined Martin Currie in May 2010 and heads its Asia team. He is Co-Manager of the Martin Currie Asia Pacific and Asia Long-Term Unconstrained strategies alongside the Martin Currie Asia Unconstrained Trust. He joined us from Sofaer Global Research, bringing with him over 20 years' experience of managing Asia-Pacific equities. At Sofaer, where he was a partner, Andrew managed the company's Japan absolute return fund and co-managed its Pacific-region absolute return fund. Prior to this he spent five years as senior vice president at Putnam Investments, where he co-managed its International Capital Opportunities Fund, focusing particularly on the Asia-Pacific region. Earlier in his career he held portfolio management roles at both Scottish Widows Investment Partnership and Kemper Investment Management.
For further details on the Copenhagen Roundtable 2019, click here: https://events.investmenteurope.net/copenhagen