The Opportunity in Asia

Valuation dislocations and improving corporate governance

  • Our strategy is focused on capitalizing on valuation dislocations and corporate events in Asia
  • Dislocations exist largely due to the early stage of development of these markets
  • Dislocations in Asia are structural and the corporate renovation process has decades to run

Identifying Opportunities

Leveraging our corporate finance network,
we focus on six key areas to identify opportunities

  • Scan for high net debt/market cap
  • Successful re-capitalisation of distressed situations can result in a substantial stock re-rating of a stock
  • Prior examples are Astro Japan Property Trust and Hasting Diversified Utilities Trust