Asia Best Select

The strategy seeks to generate excess returns by investing in Asian companies (ex-Japan) with strong fundamentals that are underappreciated by the market. Manulife’s extensive presence in the region enables the team to access invaluable local insight, which allows them to pursue investment opportunities through a proven, consistent investment framework.

Philosophy

The team believes that the Asian equity markets are largely inefficient and idiosyncratic. By using our on-the-ground resources to uncover discrepancies between company fundamentals and market perception, the team is able to focus on paying the right price for quality, stability, and growth characteristics in individual securities. The result is a high-conviction, concentrated portfolio focused on efficiently balancing risk and reward.

Managed by

Kenglin Tan

Senior Portfolio Manager, Asia ex-Japan Equity

Kenglin is a managing director and senior portfolio manager with the equities team for Manulife Investment Management. Based in Hong Kong, she’s primarily responsible for analyzing and selecting stocks for the company’s Asia-Pacific ex-Japan and ASEAN portfolios; she also works closely with other portfolio managers covering markets in the North Asia region. Having worked in the industry for 20 years, Kenglin has buy- and sell-side equity analyst experience. She has covered stocks listed on exchanges in Hong Kong, Taiwan, the ASEAN region, and Australia. Prior to joining the company, she worked for JS Cresvale International (Hong Kong) and Pheim Asset Management. Kenglin holds the Certified Financial Analyst designation.

  • Education: B.B.A., University of Putra, Malaysia
  • Joined the company: 2006
  • Began career: 2000
Kenglin Tan

Marco Giubin

Senior Portfolio Manager, Asia ex-Japan Equity

Based in Hong Kong, Marco is managing director and senior portfolio manager for Manulife Investment Management’s income-oriented Asia-Pacific equity strategies; he’s the company’s Asian high-dividend equity specialist and leads equity analysis for the Australian market. Prior to joining the company, he was head of Asia-Pacific equity research for Eight Investment Partners, a Sydney-based boutique investment house. Before this, he was with Mirae Global Investments as senior portfolio manager for a number of Asia-Pacific mandates, and served as head of research for a team of 15 equity analysts. Before becoming a portfolio manager, he spent 10 years as an equity analyst with UBS Securities in Australia and Fidelity Hong Kong, covering a wide range of sectors in the Asia-Pacific ex-Japan universe.

  • Education: B.B., University of Technology, Australia
  • Joined the company: 2001
  • Began career: 1997
Marco Giubin

Vehicles

At Manulife Investment Management, we offer investment strategies through a variety of vehicles to suit a broad range of client needs. Contact our institutional sales or consultant relations team to find out if this strategy/vehicle is offered in your region. 

  • Separate accounts

    Our separate accounts and separately managed accounts (SMAs) are designed for institutions and high-net-worth clients seeking tailored investment solutions and direct ownership of securities. 

  • CITs

    Our professionally managed collective investment trusts (CITs) are available in certain qualified retirement plans.

  • Mutual funds

    Mutual funds are liquid, professionally managed portfolios which are available to both institutional and retail investors.


Key facts

  • Inception date

    April 2016

  • Strategy AUM (USD)

    $166.26 million

  • Benchmark

    MSCI AC Asia ex Japan Index

  • Style

    Growth at a reasonable price

  • Expected tracking error

    3% to 8%

  • Average portfolio manager experience

    22 years

Important information

All information shown is as of March 31, 2021, unless otherwise indicated. Strategy-level information may differ from vehicle-specific information. Not all vehicles are available in all locations and may be offered through affiliates of Manulife Investment Management.


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