Jason Pidcock, manager of the Newton Asian Income fund, tells Cherry Reynard which markets he is turning to in order to continue fuelling his winning streak.
As a region, Asia has not necessarily delivered stock market returns in line with its economic promise. However, Jason Pidcock has successfully uncovered areas of growth in the region, while avoiding its beartraps, in his eight years at the helm of the Newton Asian Income fund. The result has been performance that has matched investor expectation of returns from the high growth region. Pidcock's approach builds on the wider Newton Income franchise and follows a similar long-term stock-picking approach, governed by structural global themes. "Over the long-term, it comes down to the com...
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