Watch the latest manager update for the Aberdeen Asian Income Fund, featuring Lead Manager Isaac Thong.
In this video, Isaac shares insights into his investment philosophy, focusing on high quality businesses at reasonable valuations. He explains why Aberdeen is a natural fit for this approach, with a team of 40 investment professionals across Asia and a robust investment process refined over decades.
Isaac also discusses the recent policy driven volatility in Asia and how the team navigates these challenges. Rather than reacting to macroeconomic shifts or policy changes, they aim to deliver superior long term returns by identifying and backing great companies. While macroeconomic factors are not the basis for investment decisions, the team actively manages and mitigates related risks at both the portfolio and company level.