Asia Small Cap

The strategy seeks to generate excess returns by investing in Asian small-cap companies with strong fundamentals that are underappreciated by the market, particularly those that are underresearched by global investment firms. Notably, Manulife’s extensive presence in the region has enabled the team to build an invaluable network on the ground, giving them access to insight that can help them pursue the best investment opportunities.

Philosophy

The team seeks to achieve sustained outperformance in Asia’s small-cap space by focusing on underresearched companies that are positioned to benefit from the region’s growth. The team believes limited coverage of the segment plays to their strength; Manulife’s extensive footprint in Asia enables the team to conduct the kind of on-the-ground research that leads to uncovering new investment ideas and opportunities. This is reflected in the investment process, which is designed around the central role that fundamental, bottom-up research plays in the strategy. 

Managed by

Andrew O

Senior Portfolio Manager, Asia ex-Japan Equity

Andrew is a managing director and senior portfolio manager for Manulife Investment Management, based in Hong Kong. He has more than two decades of experience in the investment management industry and has significant experience in fundamental research and portfolio management on the Korean market. Andrew joined the company from Horizon Asset International and, prior to this, he worked with FrontPoint Partners (Morgan Stanley Investment Management); Goldman Sachs; International Finance, the World Bank’s private investment arm; and Korea Technology Banking.

  • Education: B.A. in English literature and American civilization, University of Pennsylvania; Yonsei University, Graduate School of International Studies
  • Joined the company: 2013
  • Began career: 1996
Andrew O

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

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 2010

  • Strategy AUM (USD)

    $139.11 million

  • Benchmark

    MSCI AC Asia Pacific ex Japan Small Cap Index

  • Style

    Growth at a reasonable price

  • Expected tracking error

    5% to 8%

  • Average portfolio manager experience

    22 years

Important information

All information shown is as of September 30, 2020, 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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