advantages

Half of our investment
analysts are based in

HONG KONG

SHANGHAI

TOKYO

Indus’s permanent local presence in Asia and granular understanding of what’s happening on the ground in the region is at the heart of our investment process.  Approximately half the investment team is based in Hong Kong, Shanghai and Tokyo, undertaking primary research.

Our networks
include:

Management Teams

Policymakers

regulators

politicians

Our Portfolio Managers’ expertise is founded on decades of experience working in Asia. Their hard-earned networks include management teams, policymakers, regulators, politicians, and other key decision-makers. The team leverages this connection with Asia from the US, traveling regularly to the region.

Considering the
bigger picture

WITH A FOCUS OF
LONG–TERM
FUNDAMENTALS

Our global presence provides vital context to our work in Asia. In meeting with companies and decision-makers across the globe, we are able to step back and consider the bigger picture. This supports our focus on long-term fundamentals, helping us to distinguish real trends from transitory noise.

Triangulate global
value chains

Interpret evolving
consumer preferences

Compare
business models &
industry structures

Interpret geopolitical
& macro-economic
developments

This inter-continental structure allows us to triangulate global value chains, compare business models and industry structures, and interpret evolving consumer preferences across borders. It helps us to anticipate, consider, and interpret macro-economic and geopolitical developments that are key elements in our portfolio construction and risk management processes.

Substantial research presence in:

New york

San francisco

This global research structure allows us to triangulate global value chains, compare business models, industry structures and interpret evolving consumer preferences across borders. It helps us to anticipate, consider, and interpret macro-economic and geopolitical developments that are key elements in our portfolio construction and risk management processes.

east
meets west

Our highly experienced Portfolio Managers have dedicated their investment careers to Asia. Each has a track record of consistent and substantial alpha generation over many years.

20+
years

of working together

Tenure is fundamental to this history of success. The Indus Portfolio Management team has collaborated professionally for 20 years or more. The value of this shared knowledge and experience is beyond measure.

Anticipating and responding
to Asia's evolving economies

Embracing change and
adapting effectively

Two decades of achievement is a testament to our flexibility, as we anticipate and respond to the development of economies in Asia, and our willingness to embrace change, as capital markets, investment tools and technologies evolve.

PAST, PRESENT
AND FUTURE
the indus secret sauce

Particular strategy

Team with skills and experience
appropriate to core attributes

Each Portfolio Manager deploys a dedicated analytical team whose location, skills and experience match the core attributes of his or her strategy.

People, processes and incentives
are aligned.

Regional and country collaboration transcends this approach. People, processes and incentives across the firm are strongly aligned, ensuring that Indus leverages fully the knowledge, skillset and expertise of the entire investment team across strategies.

Regular
communication

Open architecture
research database

Shared technology
and risk management tools

Maximizing
the value of work
across strategies

Regular cross-team communication, an open-architecture research database, and shared technology and risk management tools maximize the value of our work across strategies.

a team
of teams