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 31 October 2022.

*Interim Co-Portfolio Manager

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.

We are very sad to share the news that David Li, Senior Portfolio Manager, Asian Opportunities Strategy passed away unexpectedly at the end of October.

David was a valued leader and mentor of the Asian team, a brilliant analyst, and talented portfolio manager. On a personal level, he was generous and warm with a gentle humour. We are utterly devastated by the loss of our colleague and friend and are offering support to his family during this tragic time.

To provide continuity to the investment process, Kirsteen Morrison will join Oscar Yang as Interim Co-Portfolio Manager on the Asian Environmental and Asian Opportunities strategies. Kirsteen has been on the strategy team for both strategies since their inception. David’s stock coverage will transition to the secondary analysts for each company. In addition, Paul Peng, Research Analyst, will join the strategy team for both Asian Environmental and Asian Opportunities.

Portfolio Managers

Oscar Yang

Senior Portfolio Manager

Oscar is Senior Portfolio Manager and co-manages the Asian Environmental Markets Strategy and Asian Opportunities Strategy. He has broad expertise in the environmental markets sub-sectors and research responsibility 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.

Recent Insights

Additional Insights

Kirsteen Morrison

Senior Portfolio Manager

Kirsteen co-manages the Global Opportunities strategy and is an interim manager on the Asian Environmental and Asian Opportunities strategies. She is also a member of the Pax Sustainable Allocation Fund portfolio management team.

Kirsteen joined Impax in September 2009. She began her career in the investment industry in 1987, investing in Asian equities as a portfolio manager at Royal London and Henderson Global Investors.  She returned from Singapore in 2001 to head the SRI Investment team at Henderson Global Investors in London. Subsequently, Kirsteen worked within global equities, as a Financial analyst for Odey Asset Management before joining JP Morgan to run a long/short Financials portfolio for the internal hedge fund.

Kirsteen has an MA in Metallurgy and Science of Materials from Oxford.

Recent Insights

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