Fredy Hoh

Asia is the most technology-heavy region in the world. Technology companies currently make up ~32% of the MSCI Asia ex-Japan Index compared to only 26% of the S&P500 and 3% of the ASX200. At Ellerston Asia, we break technology into 3 different sub-sectors: mega-cap technology stocks known by the acronym... Show More

Regular readers of Livewire will have been following our feature on ‘value investing’. What we’ve learned is that while labels may be dispensable, having robust and repeatable processes are essential disciplines for successful investing. Of the five fund managers we’ve approached in this series, each has had a defined set... Show More