The opportunity in Asian smaller companies with abrdn Asia Focus

The UK Investor Magazine was delighted to welcome Gabriel Sacks, Manager of abrdn Asia Focus, for an insightful conversation around the trust and the Asian smaller companies universe. 

Find out more about abrdn Asia Focus here.

We start by looking at the trust’s investment objective and strategy. abrdn Asia Focus aims to maximise the total return to shareholders over the long term from a portfolio made up of quality smaller companies in the economies of Asia, excluding Japan. 

Of notable interest to investors, we look at the parameters and attributes the managers use to gauge quality. 

Gabriel provides a fascinating overview of the factors driving the trust’s portfolio weighting geographically, paying particular attention to India and China.

We explore key themes of tariffs and AI and how they play into the trust’s approach. 

Gabriel outlines several of his favourite portfolio holdings and the opportunity for Asian smaller companies in the year ahead. 

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