Speaking to FSA on the sidelines of the forum, Taljard said despite strong market volatility, the firm is now in a position of strength and has preserved capital for its investors. “We now think there are some interesting valuation opportunities, particularly within Asian equities. So, we actually are looking to increase our Asian equity exposure up to around 60%.”
There are some good opportunities in Asia, particularly behind dividend-yielding stocks, he said.
The firm’s strategy held up pretty well despite the market shocks that begin in 2015, as it diversified across equities and fixed income, he said. “We avoided the very nasty parts: China, and energy with very minimal exposure there, that meant we could protect capital, and maintain our income payout at around 5%.”
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