BDT Invest Asian Focus

Managed by Henry Thornton and Rob Brewis, the fund has a focus on absolute returns generated from Asia, Japan and other selected opportunities in the emerging markets. Brewis and Thornton have worked together for the past 12 years, specialising in Asia and other emerging markets. They began their investment careers at Thornton, later moving to Credit Lyonnais. The absolute mandate is achieved through active cash management which the managers are not frightened to use, historically reaching in excess of 50% when market conditions are poor and no attractive stocks can be found. The fund ...