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All of Bowen's partners share a conservative approach to investing in high
quality growth companies.
While we look at a broad range of opportunities, including those that are
small or out of favor with the market, all our analysis is focused on finding
the same outcome: steadily compounding earnings 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.
With all the region's markets available to us, we track about ninety of
Asia's best companies, half of which are in our Japanese universe. We
evaluate their industries, their business, their management and their
vision. We visit the companies again and again. We produce our own
earnings forecasts and valuations for these companies, 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 as well as selling
opportunities.
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