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Our Strategies

The firm manages funds across two strategies. Our regional funds are actively managed and aim to generate consistent returns by investing in a portfolio of 25 to 35 stocks of Asian and emerging market companies that will benefit from the emergence and expansion of domestic consumption in what the manager believes will be the fastest growing regions of the world.  As investors, we believe that growth in the region over the coming years will be driven by the advances made in the region’s two great powerhouses:  China and India.  The regional funds have significant exposure to both these markets.

china market

Our second strategy invests primarily in listed equities in India but may also invest in listed equities and equity-related securities in Vietnam as well as Sri Lanka, Pakistan, Bangladesh, Mauritius, and other markets in the region. These allocations will be made on the basis of macro opportunity as well as availability of good quality, investable companies, all offering fundamental investment value, and covering a range of market capitalizations.  Investments will be taken with a view to benefiting from above average growth, and where possible a reasonable dividend yield.

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The price of shares and the income therefrom may go down as well as up and any past performance figures shown are not indicative of future performance. Investment in any fund mentioned herein should not be made without reference to the relevant offering document.

If you are in any doubt about any of the information contained herein please consult your stock broker, lawyer, accountant, bank manager or other professional adviser. The information is current as at the date of publication but is subject to change without notice.

Lloyd George Management (HK) Limited is licensed by the Securities and Futures Commission with CE number BEL384 for Type 9 (Asset Management) Regulated Activity and registered with the U.S. Securities and Exchange Commission with CRD number 226718 as Investment Adviser.

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