Two Fund Managers talk about their Investment Opportunities in Asia

This Wednesday 27th of April RankiaPro Europe hosted its third Conference Call of 2022. It was quite interesting to hear about the strategies and insights of our panelists.

We had Richard Evans, CFA, Partner at Cadence Investment Partners, who presented the CompAM Cadence Strategic Asia Fund and Matthew Vogel, Head Strategist and Portfolio Manager at FIM Partners, who presented the FIM GEM Debt UCITS fund.

The two professionals have presented their funds to fund selectors and fund buyers. During the conference call, they also talked about the inflation caused by the Ukraine and Rusia conflict and how the macroeconomic environment and the market behaviour could be synchronized now.

Richard started to work as an Asia equity analyst at Gartmore in 1995 before joining Charlemagne Capital and then Martin Currie in 2004. As co-manager of the Asia ex-Japan strategy alongside Jason Mccay, he helped build that product to around $4bn AUM before they developed and launched the Asia Long Term Unconstrained Fund (ALTU) in 2008. After leaving Martin Currie in 2012/13, they set up Cadence Investment Partners with three other ex-colleagues, based around the ALTU investment model. The Cadence Strategic Asia strategy was launched in April 2015, and now has a successful 7-year track record and an AUM of $320m.

Matthew began his professional career in 1990 at the World Bank in Washington, DC. Subsequently, Matthew was London-based for 14 years, where he managed Emerging Europe, Middle East and Africa Research at Merrill Lynch, then as Managing Director and Head of top-ranked Emerging Europe, Middle East, and Africa Research Team at Barclays Capital. Matthew also served for 10 years as Chairman of the TCX Pricing Committee. Matthew has a BA with Honors in Latin American Studies and Economics from the University of Texas (1988) and an MA in Economics from the Instituto Torcuato diTella (Argentina, 1989).