What is your investment philosophy?
My investment philosophy, shared by Aberdeen, recognises that the Asian credit market is not perfectly efficient and exhibits regional idiosyncrasies. This leads to outright long and relative value investment opportunities. To achieve superior, risk-adjusted performance, we consider the entire investment universe of issuers, we are not benchmark oriented or driven and we undertake comprehensive, bottom-up fundamental research to construct a high-quality and diversified bond portfolio. We believe that this type of portfolio will better tolerate downturns in the economic operating environment, but should also generate strong returns in economic up cycles.
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