In the video, he explains where he’s overweight in Asia ex-Japan and what he’s avoiding in terms of geographies and sectors. He also talks about the biggest risk to his investment thesis.
Video: Janus Henderson on Asia innovators
SPONSORED BY: Janus Henderson
By Fund Selector Asia, 28 Nov 18
Andrew Gillan, head of Asia ex-Japan equities and fund manager, seeks out Asian companies with potential to flourish as innovative disruptors.