London-based BDT Invest has seen three of its Asia-focused funds deliver despite the challenging environment.
Its Oriental Focus Fund, an Ireland-domiciled Asia-ex Japan manager, delivered a robust 22.85% return in the first nine months of the year after a 7.40% scorcher of a gain in September.
The fund does not hold short or hedged positions and has not significantly changed its portfolio in recent months.
“We are long-term investors and the performance has been driven by the abilities of the very experienced fund management team to pick stocks,” according to spokes-person Nick Humphreys.
Another one of the group’s