Factsheet: Pacific Assets Ord
|Vitasoy International Holdings Ltd||6.18 %|
|Tech Mahindra Ltd||5.88 %|
|Marico Ltd||3.21 %|
|Standard Foods Corp||2.89 %|
|Chroma Ate Inc||2.83 %|
|Manila Water Co Inc||2.63 %|
|Taiwan Semiconductor Manufacturing Co Ltd||2.30 %|
|Mahindra & Mahindra Ltd||2.18 %|
|Bank OCBC NISP Tbk||2.16 %|
|Housing Development Finance Corp Ltd||2.16 %|
|Asia - Emerging||70.24 %|
|Asia - Developed||26.96 %|
|Consumer Defensive||24.81 %|
|Financial Services||21.31 %|
|Consumer Cyclical||7.55 %|
Sashi Reddy joined First State Investments’ Global Emerging Markets/ Asia Pacific (ex-Japan) team in July 2008. Sashi is an investment analyst, responsible for providing research support to portfolio managers and will have a main focus on Indian equities. Before joining First State Sashi worked at Credit Suisse First Boston from 2005 to 2007 as an analyst covering the small and mid cap European market. He also worked with Irevna, an outsourced Indian equities research house. Sashi brings with him six years of industry experience, one year of which was gained at First State in a contract role. Sashi has an engineering degree from the National Institute of Technology, Trichy and an MBA from the Schulich School of Business, York University in Toronto.
David Gait is Senior Portfolio Manager with First State Investments’ Global Emerging Markets/Asia Pacific (ex-Japan) team, having joined the company in 1997. David took on portfolio manager responsibilities in December 2005 managing the First State Asia Pacific Sustainability Fund. In August 2008 he was appointed lead portfolio manager of the First State India Subcontinent Fund. In early 1999, he joined the Asia Pacific (ex-Japan) desk as Senior Analyst. Having initially covered Korea, Taiwan and the Indian Sub-continent until the end of 2000, he then focused his research efforts on China and South-East Asia. David now covers all emerging markets with a specific focus on SRI and macro research. David holds an MA with honours in Economics from Cambridge University, and holds a Master of Science in Investment Analysis from Stirling University. He is an Associate member of the UK Society of Investment Professionals.
Data provided by Morningstar.
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