Value Partners Asia Bets On India In Hopes Of “Demographic Dividend”

Value Partners Asia ex-Japan Equity Fund has delivered a 60.7% return since its inception three years ago. In comparison, the MSCI All Counties Asia (ex-Japan) index has returned just 34% over the same period. The fund, which targets what it calls the best-in-class companies in “growth-like” areas of the market, such as information technology and communications, has outperformed by targeting relatively undiscovered areas of the market. According to Man Wing Chung, manager of the fund and a veteran Asia and China fund manager with over 30 years of asset management industry experience, Value Partners’ Asia fund typically invests 10% to…