ASPOMA employs a bottom-up, fundamental investment philosophy with a focus on long-term investment performance.

 

Active management/ non-index but return oriented portfolio structures

Fundamental bottom up with strong quantitative tools

Short-term risk management/ Long-term performance focus

Having the right portfolio structure is crucial for investment success.

Many (market-cap weighted) indices used as proxies for Asian exposure do not represent the full and proper set of investment opportunities.

They often reflect the stock listing history of a market and/or have high exposure to investment themes of the past.

We believe that it is necessary to develop country/market specific investment portfolio structures which reflect the future opportunities of these markets and secure exposure to the right sectors and investment themes.

Our fundamental, bottom-up investment process allows us to identify companies which have been able and can sustain high earnings growth and are attractively valued.

We invest in companies which have unique business models, leading market positions, a strong management, a solid track record, and high quality assets.

Our research process involves “on the ground” research including regular company visits and inspection of core manufacturing facilities as well as bottom-up quantitative models to assess the relative attractiveness of stocks.

Optimally exploiting long-term investment opportunities in equity markets also comes with the challenge of dealing with short-term investment risks.

ASPOMA puts high emphasize on risk management. Rigorous quantitative and qualitative risk management tools along with a thorough due diligence process are employed for proper assessment and effective control of investment risks on the single investment and the portfolio level.