The information contained in the website is solely intended for professional investors. Some funds shown on this website fall outside the scope of the Dutch Act on the Financial Supervision (Wet op het financieel toezicht) and therefore do not (need to) have a license from the Authority for the Financial Markets (AFM).
The funds shown on this website may not be available in your country. Please select your country website (top right corner) to view the products that are available in your country.
Neither information nor any opinion expressed on the website constitutes a solicitation, an offer or a recommendation to buy, sell or dispose of any investment, to engage in any other transaction or to provide any investment advice or service. An investment in a Robeco product should only be made after reading the related legal documents such as management regulations, prospectuses, annual and semi-annual reports, which can be all be obtained free of charge at this website and at the Robeco offices in each country where Robeco has a presence.
In general, investors in the Asian markets have a short-term focus, causing stocks to firmly over-and undershoot fair value. This offers opportunities that we use to our advantage:
First, multiple screening tools help to shrink the universe to a manageable level, eliminating the unattractive stocks. Next, the investment team evaluates the remaining stocks and earmarks the most interesting opportunities for further analysis. In the third step, we assess stock attractiveness from all possible angles. On an annual basis, 150-200 stocks undergo in-depth fundamental and valuation analysis. We construct a portfolio of around 70 to 90 stocks based on our best ideas taking into account the diversification of the portfolio as well as the impact of our macroeconomic view.
Managed by our Hong Kong based Asia Pacific Equities team.