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This fund invests in the Asia Pacific region, though it can invest as much as 20% outside the region. Martin Lau and his team apply a tried-and-tested company selection process, which looks for quality businesses that deliver sustainable growth at attractive valuations. Company visits are of paramount importance. Lau adopts a pragmatic medium to long term investment approach with a flexible style that will adapt to prevailing social and economic conditions. Capital preservation is considered to be the foundation for long-term capital gains, so the fund is run looking for absolute return and with a balance between risk and return.
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