All the members of Bowen’s investment team share a conservative approach to investing in globally competitive Asian growth companies.

While we look at a broad range of opportunities, including those that are small or out of favour with the market, all our analysis is focused on finding the same outcome: predictable, compounding earnings growth over the long term.

We invest in concepts we understand; in businesses that work; and in management we trust. We take a fundamental approach to investment selection, looking for businesses with staying power to ride the volatility of Asia’s rapid growth. As independent investment advisors, we are able to take an objective view and we do not bench-mark.

With all of the region’s markets available to us, we track about 150 of Asia’s best companies. Today, all businesses compete internationally. We invest only in globally competitive businesses -– or in those domestic businesses that are strong enough to see off foreign entrants.

We evaluate a company’s industry, its management and their vision. We visit these companies again and again. We visit their competitors and suppliers. We produce our own earnings forecasts and valuations, basing our work on over fifteen years of experience in Asia.

The resulting gap between our estimates and consensus has often given us great buying or selling opportunities.