Holdings
35-45
Launch date
March 2021
Portfolio managers
David Li
Oscar Yang

Overview

An all cap equity strategy that invests regionally in Asia-Pacific companies possessing sustainable competitive advantages in order to achieve superior earnings growth and long-term capital growth.

Capturing Opportunities

Asia’s demographics, rising affluence and economic growth create unique opportunities for well-positioned companies in the transition to a more sustainable economic model.

Avoiding Risks

The investment process includes a strong focus on risks arising from this transition, including government policy changes.

Sustainability Lens

The proprietary “Impax Sustainability Lens” identifies durable companies best positioned to seize these opportunities and mitigate these risks.

All data as at 30 November 2021.

Past performance is not necessarily a guide to future performance. The value of investments can fall as well as rise and you may get back less than you have invested. Impax Asset Management Limited claims compliance with the Global Investment Performance Standards (GIPS®). Net-of-fee returns are computed using a model fee, which is the maximum applicable fee within the Composite. GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. Further information on composite data is available on request.

Portfolio Management Team

Oscar Yang

Portfolio Manager, Director


Oscar co-manages the Asian Environmental strategy with David Li and Bruce Jenkyn-Jones. He has broad expertise in the environmental markets sub-sectors and research responsibly covering the entire universe with a focus on the Asia-Pacific region.

Oscar joined Impax in 2011 as an analyst focusing on Asia-Pacific research. He began his career in the financial industry and environmental markets in 2007, previously working at Origo Partners as an investment associate and assistant fund manager, and prior to that at Midas Holdings.

Oscar has an MSc from the London School of Economics.

(Source and Copyright: Citywire. Oscar Yang is AAA rated by Citywire for his rolling 3 year risk-adjusted performance, for the period to June 2021.)

Recent Insights

David Li

Senior Portfolio Manager, Managing Director


David has worked for Impax since 2007, initially on secondment from Ajia Partners, before becoming a full-time employee in 2011. He co-manages the Asian Environmental strategy. Based in Hong Kong, he is also Impax’s lead analyst for Greater China, including Taiwan and Singapore.

David began his career in the investment industry in 1997. He was head of small and mid-cap research for Asia ex-Japan at Deutsche Bank Securities and head of regional media research at ING Securities. Additionally, David has experience in auditing and he is a qualified CPA and CFA. He graduated from the University of New South Wales, Australia, with majors in Accounting and Finance.

(Source and Copyright: Citywire. David Li is AAA rated by Citywire for his rolling 3 year risk-adjusted performance, for the period to June 2021.)

Recent Insights

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