BDT Invest Asian Focus rides high thanks to consumers
Thu Jul 19, 2012
Two themes - Asian consumer spending and ASEAN
infrastructure - helped drive returns for the BDT Invest Asian
Focus Fund in June. The fund was up 4.5% during the month.
The Asian inc Japan fund starts with a macro view, which
then directs the managers to sectors and countries of interest.
Then the bottom-up stock picking process begins....
ISSN: 2151-1845 / CDC10004H
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