Edinburgh Dragon owns a portfolio of Asia Pacific ex Japan stocks selected on a bottom-up basis for their quality characteristics, with an expected long-term holding period. The trust has seen something of a transformation in recent years as the managers have sought to increase its exposure to ‘quality’ companies, and there has been greater exposure to technology and China. Following periods of poor performance in 2013 and 2015, the portfolio trades on a discount wider than the sector average, a ....
01 Oct 2018
Edinburgh Dragon - Overview
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Edinburgh Dragon - Overview
Asia Dragon Trust PLC (DGN:LON) | 358 7.2 0.6% | Mkt Cap: 571.0m
- Published:
01 Oct 2018 -
Author:
William Heathcoat Amory -
Pages:
6
Edinburgh Dragon owns a portfolio of Asia Pacific ex Japan stocks selected on a bottom-up basis for their quality characteristics, with an expected long-term holding period. The trust has seen something of a transformation in recent years as the managers have sought to increase its exposure to ‘quality’ companies, and there has been greater exposure to technology and China. Following periods of poor performance in 2013 and 2015, the portfolio trades on a discount wider than the sector average, a ....