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Trust Issues: Investing in Asia with PAC’s Doug Ledingham
In this episode of Trust Issues, we speak to Doug Ledingham, manager of Pacific Assets Trust, about the investment case for Asia, including why valuations continue to look attractive in China and the Philippines, the impact of tariffs and uncovering the most exciting opportunities across Asia.
00:00 Introduction
00:39 Overview of investment philosophy
04:17 Increase in allocation to China
09:17 Investment case in the Philippines
13:18 Managing downside risk
17:35 Why PAC is different to peers
20:00 Impact of tariffs & most exciting opportunities
24:25 Further information
24:50 Risk warning
Our latest note on PAC - https://www.trustintelligence.co.uk/investor/articles?fund_id=54
PAC website - https://www.stewartinvestors.com/uk/en/private-investor/our-strategies/pacific-assets-trust.html
Please note that this podcast was recorded on 30 June 2025.
View all episodes
By Kepler PartnersIn this episode of Trust Issues, we speak to Doug Ledingham, manager of Pacific Assets Trust, about the investment case for Asia, including why valuations continue to look attractive in China and the Philippines, the impact of tariffs and uncovering the most exciting opportunities across Asia.
00:00 Introduction
00:39 Overview of investment philosophy
04:17 Increase in allocation to China
09:17 Investment case in the Philippines
13:18 Managing downside risk
17:35 Why PAC is different to peers
20:00 Impact of tariffs & most exciting opportunities
24:25 Further information
24:50 Risk warning
Our latest note on PAC - https://www.trustintelligence.co.uk/investor/articles?fund_id=54
PAC website - https://www.stewartinvestors.com/uk/en/private-investor/our-strategies/pacific-assets-trust.html
Please note that this podcast was recorded on 30 June 2025.