We have met Mike a few times when discussing the Asian Fund, which he manages. He has over 20 years’ experience investing in Asian and Indian investments. Mike is very approachable and although the Asian Fund has yet to show the performance figures we continue to monitor this. The Indian Subcontinent Fund is another strategy he manages.
Mike believes there are significant opportunities in India but investors need to take a long-term perspective; just look at how China and the Philippines have developed. The macro picture plays a big picture but so do the companies..read more