This is a flagship fund for Barings but has suffered from years of underperformance. Jin took over the fund in 2012 and performance has been mixed since then with exception of 2016. This makes it difficult for investors to judge whether this is a fund worth investing in, as there are other Asian Funds with a more consistent track record.
What I liked about Jin was his knowledge of the region and companies he invests in. The main thesis of the fund is to invest in quality companies and therefore there is a bias to large cap companies. The companies they invest in aren’t cheap but they believe that they can still grow….(read more)