First State and Thames River

Joanne Baynhams, head of fundamental research at MitonOptimal Asset Management Onshore fund First state global emerging Angus Tulloch heads both the Global Emerging Markets and Asia Pacific ex Japan funds at the Colonial First State Investment Group, which currently manages just over £22bn worldwide. The portfolio is made up of companies that are carefully selected on the basis of past and projected individual performances rather than, as is typical, chosen to fulfil a pre-planned top-down weighting strategy. This enables Tulloch to adopt a far more flexible selection strategy, an ...