
Emerging markets equity India’s economic growth: Standing out globally
India is one of the strongest growing economies in Asia, driven by digital transformation, robust consumption and expanding exports. Find out more.
Providing access to some of the world’s fastest growing economies
The team’s valuation-driven approach is underpinned by two core beliefs:
The investment process begins with individual stock analysis to determine a company’s fundamental profile. Factors considered include: profitability, growth, cash flow generation, balance sheet strength and Environmental, Social and Governance (ESG) credentials¹, which combined help the team derive a fair value estimate. The team's understanding of macroeconomic conditions provide context and help to build conviction.
From here they are able to identify investment opportunity: companies that they believe are trading at a significant discount to their estimate of fair value.
India is one of the strongest growing economies in Asia, driven by digital transformation, robust consumption and expanding exports. Find out more.
Our Henley-based Asian & EM Equities Team discuss the opportunities of emerging markets and why a shift in perspective is required.
The Indian election was narrowly won by Narendra Modi's Bharatiya Janata Party (BJP), but what are the investment implications. Find out more.
Asian and EM equity markets have struggled for much of 2021, but with conditions beginning to normalise, we find reasons to be optimistic.
Although there has been a clear shift in our portfolios towards cyclicals over the last few years reflecting the value emerging there, we continue to hold exposure in tech/internet: hence what can be termed a barbell.
The Henley-based Asian and Emerging Market Equities team have been successfully investing in their region for over 20 years.
Co-led by William Lam and Ian Hargreaves, the team is made up of nine fund managers and one investment analyst. The group has a wealth of experience, and a demonstrable ability to manage risk and navigate volatile markets over time.
The team take a valuation-led approach, incorporating thorough fundamental analysis. Their skill in forming different views from the market and patience in waiting for their investment theses to play out over time has been key to their successful track record.
Fund managers/analysts
Average years of industry experience2
Products managed
The team provides a number of regional portfolios which have been carefully positioned to make the most of opportunities in emerging markets and meet a variety of long-term investor needs.
Asset class | Investment type | Region | Focus | Managed by | |
---|---|---|---|---|---|
Invesco Asian Equity Fund | Equities | SICAV | Asia and Australasia (ex Japan) | Capital growth | William Lam & Ian Hargreaves |
Invesco Asia Dragon Trust | Equities | Investment Trust | Asia and Australasia (ex Japan) | Capital growth | Ian Hargreaves & Fiona Yang |
Invesco Asian Fund (UK) | Equities | ICVC | Asia and Australasia (ex Japan) | Capital growth | William Lam |
Invesco Pacific Fund (UK) | Equities | ICVC | Asia and Australasia | Capital growth | Tony Roberts & William Lam |
Invesco Pacific Equity Fund | Equities | SICAV | Asia and Australasia | Capital growth | Tony Roberts & William Lam |
Invesco Emerging Markets ex China Fund (UK) | Equities | ICVC | Emerging Markets | Capital growth | William Lam, Charles Bond & James McDermottroe |
Invesco Emerging Markets Equity Fund | Equities | SICAV | Global emerging markets | Capital growth | William Lam, Ian Hargreaves & Charles Bond |
Invesco Global Emerging Markets Fund (UK) | Equities | ICVC | Global emerging markets | Capital growth | William Lam, Ian Hargreaves & Charles Bond |
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