Global Investment Solutions With An East Asian Focus
For investors seeking long-term growth in safe growing markets.
Investment Strategies
Our investment strategy is centered on identifying and investing in top-quality companies that possess irreplaceable brands, strong profitability, and a continuous drive for innovation. We believe these factors are key to achieving long-term growth and sustainable value creation for our clients. We emphasise different approaches in this strategy as follows.
Why East Asia
Invest behind growth
Our investment strategy is centered on identifying and investing in top-quality companies that possess irreplaceable brands, strong profitability, and a continuous drive for innovation. We believe these factors are key to achieving long-term growth and sustainable value creation for our clients. We emphasise different approaches in this strategy as follows.
About Heiden Grimaud
Investing in a growing economy is key to performance
Heiden Grimaud is a global asset manager specializing in the East Asia region. The firm is rooted in over 40 years of experience in investing in companies that aim to deliver outsized growth as industries transtorm.
Through its proprietry research process, Heiden Grimaud seeks to identity companies that are poised to benefit the most from the growing economy they are in.
Articles
An opportunity made in China
Date:
South Africa turns grey as FATF threatens to put them on the naughty list
Date: 10 Dec 2022
East Asia: The World’s Next Economic Power
Date:
East Asia – constituting China, Japan, North Korea, South Korea, Mongolia and Taiwan – may be set to replace the United States as the world’s foremost economic power. This presents powerful opportunities for sharing in the growth of the region.
Heiden Grimaud Investment Process
Top-Down Research
We define our investment universe based on macroeconomic data. Looking for companies that are situated in fast growing economies.
Identification
identify fast growing sectors
Market Size
Examining the addressable future market
Bottom-Up Research
We base our decisions on data.
Stock-Selection
Selecting companies with clearly identifiable products in a niche market with a lack of competitors.
Risk-Management
We concentrate our convictions to a higher degree but remain well-diversified to reduce idiosyncratic risk.
Heiden Grimaud Investment Process
Top-Down Research
We define our investment universe based on macroeconomic data. Looking for companies that are situated in fast growing economies.
Identification
identify fast growing sectors
Market Size
Examining the addressable future market
Bottom-Up Research
We base our decisions on data.
Stock-Selection
Selecting companies with clearly identifiable products in a niche market with a lack of competitors.
Risk-Management
We concentrate our convictions to a higher degree but remain well-diversified to reduce idiosyncratic risk.