The Asia Pacific ex-Japan investment team consists of individuals based in Edinburgh, Singapore and Hong Kong. Portfolio managers and analysts based in region provide an excellent input of regional issues and stock ideas.
The team is rewarded for the overall performance of the portfolio. Whilst individuals have specific geographical responsibilities, all members of the team are involved in the total portfolio meaning broader experience for individuals and better management of key person risk.
Angus Tulloch, Joint Managing Partner, Asia Pacific & Global Emerging Markets Equity Team
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Angus Tulloch is Joint Managing Partner of the Asia Pacific & Global Emerging Markets equity team at First State Investments. Angus’ primary focus is stock selection and portfolio construction.
Angus has more than 30 years' investment experience, joining Stewart Ivory (subsequently bought by First State Investments) in Scotland in 1988. It was here that he established an Asia Pacific and Global Emerging Markets capability. Since this time the team have gained industry recognition as one of the leading managers in their sectors. |
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Stuart Paul, Joint Managing Partner, Asia Pacific & Global Emerging Markets Equity Team
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Stuart Paul is Joint Managing Partner of the Asia Pacific & Global Emerging Markets equity team at First State Investments. Stuart’s primary responsibility is for business management of the Asia Pacific/ Global Emerging Markets franchise and monitoring of the investment process for the team. Stuart also sits on the board of First State Investment Management (UK) Limited. In 1994 Stuart joined First State (previously Stewart Ivory) as an analyst. His responsibilities grew to cover portfolio management and in 1999 he was appointed Joint Head of Emerging Markets (ex-Asia) Equities. From October 2000 to April 2005 Stuart was Chief Investment Officer at First State.
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Alastair Thompson, Deputy Head of Asia Pacific (ex Japan) Equities
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Alistair Thompson joined First State’s Asia Pacific (ex-Japan)/Global Emerging Markets team in January 2003.
He initially held a senior portfolio management role but was appointed Deputy Head of Asia Pacific (ex Japan) in December 2003 and relocated to Singapore. Alistair plays a supporting role in the management of Global Emerging Markets product, and has specific responsibility for research on Australasian companies.
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Jonathan Asante, Head of Global Emerging Market Equities
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Jonathan joined First State Investments as Senior Analyst in November 2004 and became Head of Global Emerging Market Equities after several years of co-managing GEM portfolios with Angus Tulloch.
Jonathan joined from Framlington where he was Global Emerging Markets Fund Manager and Group Economist. Prior to joining Framlington in 1995, he was employed by NatWest Group where he was an Assistant Researcher, analysing the UK economy and UK credit markets. Previous to this Jonathan taught at the London School of Economics whilst doing postgraduate research.
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David Gait, Senior Portfolio Manager
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David Gait is a Senior Portfolio Manager with the Global Emerging Markets & Asia Pacific (ex-Japan) team, having joined the company in 1997. David took on portfolio manager responsibilities in December 2005.
In early 1999, he joined the Asia Pacific (ex-Japan) desk as Senior Analyst. Having initially covered Korea, Taiwan and the Indian Sub-continent until the end of 2000, he then focused his research efforts on China and South-East Asia. David now covers all emerging markets with a specific focus on SRI and macro research.
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Martin Lau, Director, Greater China Equities
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Martin Lau was appointed Director, Greater China Equities in October 2003 and is based in Hong Kong. Martin joined First State Investments in April 2002 as Senior Portfolio Manager, responsible for the management of First State's Greater China and regional funds.
Martin started his investment career in 1995 with BZW in London as part of their risk management team. He subsequently spent six years with Invesco as a fund manager responsible for the Greater China funds, Smaller Companies fund and regional portfolios. Martin is a CFA charterholder.
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