Alliance Trust Asia-Pacific Equity Fund
Alliance Trust Asia-Pacific Equity Fund is managed by David Osfield. The Fund's investment objective is to achieve long-term capital growth by investing in a portfolio of Asia-Pacific (excluding Japan) securities, including securities of Asia-Pacific companies which may be listed outside Asia. The Fund's benchmark is the FTSE All World Asia-Pacific ex Japan index. The portfolio will typically be made up of 35 to 45 stocks.
Top down, macro analysis, supported by the Alliance Trust Research Centre, plays a strong part in the investment process. Alongside this, excellent stock selection is at the heart of the investment approach. The manager aims to invest in well managed companies which possess a competitive edge or strong market position and which are capable of delivering sustainable, strong earnings growth. He seeks to invest in quality companies that are fundamentally undervalued.
The manager believes that equity markets are reasonably efficient at pricing securities in the short term, and therefore seeks to identify opportunities where he can enhance this shorter-term market information by adding his own assessment of a company's longer-term potential.
Fund Manager Profile
| David Osfield |
Fund overview |
 David Osfield is a senior analyst within the Asian and Emerging markets equity team at the Alliance Trust. David has 8 years' experience in the investment industry working as an analyst in the UK equities team, until joining the Asian desk in July 2010. He began his career in the investment industry in 2002 when he joined the Alliance Trust, after graduating with first class honours in Business Finance from Durham University. David has completed the IMC and is a CFA Charterholder. |
Focused portfolio of 35-45 stocks
Top-down macro analysis a very strong starting point
Country allocation vs. stock selection
Long-term investment strategy
Where can I buy?
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David will work closely with their four colleagues in the Pan Asia Equity Team, headed up by Jonathan Bolton.
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