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Asia small cap investing, with AAS Manager Gabriel Sacks
In this episode of Trust Issues we speak to Gabriel Sacks, Manager of Abrdn Asia Focus (AAS). We look at why Asia small caps have performed well relative to other parts of the world, fears about small cap performance post-rate hikes, being underweight India and more. You can skip to individual questions using the timestamps below:
00:00 - Intro and risk warning
00:48 - What does AAS aim to do?
02:40 - What does the recent manager change mean for the trust?
06:24 - Why have Asian small caps performed well compared to large cap?
09:54 - Asia large cap is very skewed towards a few tech companies. Do any similar themes emerge in your stock picking process?
13:26 - What are valuations in the portfolio like at the moment?
17:15 - Are you afraid about the impact rate hikes will have on smaller companies?
21:52 - Are Indian companies overvalued?
25:00 - Is friendshoring a real phenomenon and does it present meaningful opportunities for investors?
Read our latest research on AAS: http://tinyurl.com/ydte4p3p
Visit the AAS website: http://tinyurl.com/7scxvehy
Intro music by State Azure, used with permission.
View all episodes
By Kepler PartnersIn this episode of Trust Issues we speak to Gabriel Sacks, Manager of Abrdn Asia Focus (AAS). We look at why Asia small caps have performed well relative to other parts of the world, fears about small cap performance post-rate hikes, being underweight India and more. You can skip to individual questions using the timestamps below:
00:00 - Intro and risk warning
00:48 - What does AAS aim to do?
02:40 - What does the recent manager change mean for the trust?
06:24 - Why have Asian small caps performed well compared to large cap?
09:54 - Asia large cap is very skewed towards a few tech companies. Do any similar themes emerge in your stock picking process?
13:26 - What are valuations in the portfolio like at the moment?
17:15 - Are you afraid about the impact rate hikes will have on smaller companies?
21:52 - Are Indian companies overvalued?
25:00 - Is friendshoring a real phenomenon and does it present meaningful opportunities for investors?
Read our latest research on AAS: http://tinyurl.com/ydte4p3p
Visit the AAS website: http://tinyurl.com/7scxvehy
Intro music by State Azure, used with permission.