Conversations with Panmure Gordon | Gabriel Sacks, Aberdeen Standard Asia Focus Trust

    Insights Podcast

Simon French interviews Gabriel Sacks lead manager of Aberdeen Standard Asia Focus Trust (AAS) celebrating it’s 25th year.

They have a brief discussion about the typical size of company AAS invests in, the discipline required when investing in small caps, how the region has coped with Covid19 and which sectors have performed. They move on to discuss why the portfolio is so exposed to Indonesian, Thai, & Singaporean companies, Large Cap vs Small cap, China, ESG, Trade under a Biden administration before concluding on the sectors likely to perform over the next 25 years.

Playtime 20 mins