Consumption is main play

investec gsf asian equity Managed by Greg Kuhnert for more than three years, the fund has had an impressive track record over a short period of time. By utilising Investec's four factor process, the fund is one of the few investing in the region with a strong quantitative approach behind it. Kuhnert combines this approach with bottom-up fundamental analysis to consistently deliver above average returns. He is style agnostic and the portfolio will typically feature a diversified number of holdings from the mid and large-cap space. Although sector positioning is a function of his bottom-up ...