M&G Asian Equity programme: stock picking, risk pricing and thinking like a business owner

09:50 - 10:30
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Mayfair
Rotation 1

The session will draw on David Perrett’s deep experience in Asian equity markets and showcase why a team focused coverage approach, institutional mindset and differentiated risk navigation lens make for a compelling proposition. He will explore the trade-off between stock picking and risk navigation and how the process translates into seeking long-term returns for clients. He will expand on the concept of “Added Value Shareholdership” and show how discipline in this area alongside thinking like a business owner, can lead to superior risk pricing. David will also comment on the investability of Chinese equities and highlight current areas of focus given continued valuation dislocations in this area.

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