Investment Themes:

Inter-connected Global Markets:

- Demands on Real Assets and Commodity Bull Markets
- Selling to the Emerging Countries

Global Consumer Economy:

- Internal consumptions in both developed and developing countries
- Companies that have new products/new business models/new technologies


"Foundation" comprises of less volatile stocks with steady long term growth potentials.

"Explore" covers stocks with higher medium-term growth potentials but also of higher volatility. Tactical adjustments with more frequent rotations according to seasonal patterns, cyclical favors, sector rotations and economic cycles.

Percentages of Foundation and Explore differ with clients or accounts. Adjustments are based on client's investing horizon, risk tolerance and objective.

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