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Asian Equity

Our Philosophy

We see the Asian region as being comprised of diverse growth markets, where fundamental drivers can lead to substantial and rapid change. As such, our investment process is focused on applying rigorous fundamental research to identify companies that are capable of sustainable high returns and/or positive fundamental change. We believe that investing in companies with these characteristics will deliver superior performance over the long term.

Within this process, ESG is a key pillar of our assessment of the sustainable returns and fundamental change characteristics of the companies we research. As a result, we focus on ESG issues that are material to shareholder returns, for the foreseeable future.

ESG Implementation

As ESG research is integrated into our fundamental research process, it is undertaken by our team of analysts and portfolio managers, and it is considered together with input from external ESG research and data providers.

Our ESG evaluation process starts with identifying the key issues that will be material for shareholder returns for each company we cover. These issues could be risks to returns, which include potentially disruptive events, and risks that lead to a gradual erosion of shareholder returns. The issues also include ESG opportunities, which could result in a material enhancement of shareholder returns.

Once the issues are identified, we evaluate the ESG performance of the companies with regard to each issue. We assess how firms are mitigating risks and accessing ESG-related opportunities. This evaluation then feeds into our overall rating of sustainable returns and fundamental change for the company. We also apply an ESG flag to companies we deem to be not investible, whether due to unacceptable risks or poor ESG performance with no evidence of improvement.

Finally, we identify key issues for continuing engagement with the companies we cover. These include outstanding ESG issues that companies are in the process of resolving or opportunities that are being developed. If appropriate, we will suggest options that best enhance shareholder returns.

 

Important Information

The information on this website is for informational purposes only and is not intended to be an offer, or a solicitation of an offer, to buy or sell any product or service to any person in any jurisdiction where such offer, solicitation, purchase or sale would be unlawful under the laws of such jurisdiction.

Moreover, the information in this website will not affect Amova Asset Management America, Inc.’s (“Amova AM”) investment strategy in any way. The information and opinions in this website have been derived from or reached from sources believed in good faith to be reliable but have not been independently verified. Amova AM makes no guarantee, representation or warranty, express or implied, and accepts no responsibility or liability for the accuracy or completeness of this document. No reliance should be placed on any assumptions, forecasts, projections, estimates or prospects contained within this document. This website should not be regarded by recipients as a substitute for the exercise of their own judgment. Opinions stated on this website may change without notice.

In any investment, past performance is neither an indication nor guarantee of future performance and a loss of capital may occur. Estimates of future performance are based on assumptions that may not be realized. Investors should be able to withstand the loss of any principal investment. The mention of individual securities, sectors, regions or countries within this document does not imply a recommendation to buy or sell. All information contained in this website is solely for the attention and use of the intended recipients. Any use beyond that intended by Amova AM is strictly prohibited.

This website may contain links to the website of certain overseas affiliates of Amova Asset Management Americas, Inc. (“Amova AM”). However, providing such links should not be considered as offering or solicitation by Amova AM of any product or service of its affiliates to any person.

Additional information can be found under the Disclaimers [https:us.amova-am.com/institutional/legal-privacy-policy/disclaimer] section of this website.

US
This website is for information purposes only and is not intended to be an offer, or a solicitation of an offer, to buy or sell any investments or participate in any trading strategy. An offering of any investments, securities or investment advisory services with respect to securities may only be made by receipt of relevant and complete offering documentation and agreements, as applicable. Any offering or distribution of a Fund in the United States may only be conducted via a licensed and registered broker-dealer or a duly qualified entity. Amova Asset Management Americas, Inc. is a United States Registered Investment Adviser. 

Canada
The information on this website should not be considered a solicitation to buy or an offer to sell a security in Canada. The information provided herein does not constitute any form of financial opinion or investment advice on the part of Amova AM and it should not be relied on as such. It does not constitute a prospectus, offering memorandum or private placement memorandum in Canada, and may not be used in making any investment decision. Additional information can be found under the Disclaimers section of this website.