Posted inHead To Head, News, Research

HEAD-TO-HEAD: Columbia Threadneedle vs Invesco

FSA compares the Invesco Asia Opportunities Equity Fund and the Threadneedle (Lux) Asian Focus Fund.
by Francis Nikolai Acosta

123456

Manager Review

The Invesco Fund is managed by Mike Shiao and Simon Jeong, both based in Hong Kong.

Shiao is the firm’s chief investment officer for Asia (ex-Japan) equities and co-manages three other China-focused strategies.

Jeong holds the title of investment director for Korean equities and also manages the Invesco Korean Equity Fund.

Shiao and Jeong started managing the fund in July 2014. Shiao is the lead manager while Jeong assists with finding investment ideas in the Korean market.

Supported by a team of around 20 portfolio managers and research analysts, Shiao and Jeong have shown the ability to deliver consistent returns since their takeover of the fund in 2014, according to Ng.

“The managers for the Invesco fund are willing to take more active bets for the portfolio, which add value to the performance,” he said.

Turning to the Threadneedle fund, the Singapore-based managers Weixiong Liang and Wee Jai Low started managing the fund in March 2017, after the former sole manager, Bernard Lim, stepped down.

Prior to taking the fund manager role, Liang and Low were on the investment team as analyst and senior associate, respectively.

By comparison, the managers for the Threadneedle fund have less experience in portfolio management, according to Ng. In addition, the Invesco team is larger in scale and has more resources in terms of equity research, he added.

123456

Related Stories

FSA SPY

The FSA Spy market buzz – 22 November 2024

Dimensional excludes the Middle Kingdom; JP Morgan’s optimistic outlook; Household wealth is rocketing; Schroders is thinking about privates; Ninety One’s pithy AI; German woes and much more.

Part of the Mark Allen Group.