Author: Ticker Magazine
123jump.com
Last Update: 12:34 PM EDT October 04 2007

Click here to view the detailed PDF version


Email article | Print article

Jason McCay		“We believe that the markets are inefficient in adjusting to either positive or negative change in a company. Prices are adjusted too late at times. Our objective is to produce long-term capital growth by investment in any economic sector in Asia.”
		Martin Currie Asia Pacific Fund

In the fast-changing world of investment, the manager of Martin Currie Asia Pacific fund believes that there are many unexploited opportunities. Using Martin Currie’s Dynamic Stock Matrix, Jason McCay assesses the imminent postive change in a company before he takes a position. The portfolio of 40 to 50 stocks is picked carefully against the four main criteria: quality, value, growth and change.