Investment Philosophy

Investment Philosophy

Hamon believes in the long-term growth prospects of Asia. The region’s economies have benefited from favorable fundamentals and hold several structural economic advantages including stronger demographics and increasing intra-regional economic co-operation. Despite Covid 19 and recent tectonic global shifts, the broader underlying fundamentals for Asia remain strong and should underpin its role as the world’s growth engine for many years to come.

We are a benchmark- and market capitalization- agnostic fund manager. Through fundamental, bottom-up research-driven analysis and ESG integration utilizing our proprietary ESG Scorecard incorporated in the investment process, we build high-conviction portfolios in line with our established fundamental investment philosophy and tailored to the objectives of our clients.

Our team of experienced investment professionals collaborates seamlessly in a research-led culture where investment ideas are openly exchanged, robustly challenged and promptly implemented.

We seek to invest in Asian companies with strong management teams and defensible businesses that are uniquely capable of delivering above average long-term returns. Our investment strategy is driven by views on companies, sectors and markets, rather than market cap-driven.

We are an Asian and GEM asset manager that is experienced in investing through various economic cycles in the last three decades. We have a track record of building robust diversified portfolios in different asset classes for our clients. We actively manage our portfolios and the non-benchmarked holdings have delivered non-correlated returns over the long term.