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Amongst fundamental managers, it is critical to distinction those that are genuinely active and achieve high active share and tracking error through generating idiosyncratic returns.

Three demographic megatrends support a number of structural growth themes that allow identifiable companies to benefit from strong and compounding cash returns over investible timescales.

This Due Diligence Forum Research Paper and Presentation from PortfolioConstruction Conference 2009 explores the changes in Asia over the last 10 years and factors likely to affect prospects for the Asian region over the coming years, and gives insights needed to re-evaluate the investment opportunities in this region...