Active Asian Equity Management.
Rooted in ASEAN. Extending across Asia ex-Japan.
Partner-led, on-the-ground in Singapore and Hong Kong. Fundamental, high-conviction investing across Asia's most dynamic equity markets — without the generalist compromises of a global emerging markets mandate.
Asian equity experience
ASEAN & Asia ex-Japan
Singapore & Hong Kong
Specialists in Asian Equity. Partners in performance.
Valverde is an active Asian equity manager with deep ASEAN roots and dedicated Asia ex-Japan capabilities. On-the-ground in Singapore and Hong Kong, our partner-led teams apply the same rigorous, fundamental investment process across both strategies.
Rooted in ASEAN. Expanding across Asia ex-Japan.
Our track record was built on ASEAN. We now offer access to the broader Asia ex-Japan universe through a dedicated team in Hong Kong, without compromising the depth of our ASEAN expertise.
Partner-led across both strategies.
Every dollar managed at Valverde is overseen by a named investment partner with skin in the game. No product managers. No committee-by-committee processes.
On-the-ground in Singapore and Hong Kong.
Singapore anchors our ASEAN franchise, with research presence in Malaysia, Vietnam, and Thailand. Hong Kong gives our Asia ex-Japan team direct access to Greater China, Korea, and Taiwan.
Governance-first investment philosophy.
ESG analysis is embedded at every stage of the investment process through our proprietary Company Scorecard framework — not as a separate screen, but as core to stock selection.
investment experience
ASEAN expertise
Asia ex-Japan expertise
+HK
and licences
Two strategies. One investment philosophy.
Both managed with a disciplined, fundamental process. Both partner-led. Neither benchmarked to global EM.
High-conviction, long-only equity fund investing across ASEAN markets and selected adjacent economies. The strategy captures the structural growth of Southeast Asia through patient, fundamental stock selection.
A dedicated Asia ex-Japan long-only equity strategy, managed from our Hong Kong office by one of the region's most experienced Asia ex-Japan investors. The strategy spans Mainland China, Hong Kong, Korea, Taiwan, ASEAN, and India.
Hereford Valverde ASEAN Fund
The ASEAN strategy in a Luxembourg-domiciled UCITS structure, managed in partnership with Hereford Funds. Launched 30 March 2026. Designed for global institutional investors requiring a regulated, widely distributed vehicle with the same disciplined philosophy and on-the-ground Southeast Asia expertise.
Segregated Mandate Accounts
Fully customised separately managed accounts for institutional investors seeking tailored exposure to ASEAN and/or Asia ex-Japan markets. Strategy design, investment universe, and reporting aligned with client-specific objectives and risk parameters.
Conviction-driven. Active by design.
The investment process
Asia ex-Japan and ASEAN listed universe
Starting point. Screening against macro and thematic signals.
Investable universe
Liquidity filter removes illiquid and uninvestable names.
Approved watchlist
Quantitative and qualitative deep-dives.
Portfolio — “Best Ideas”
Position sizing: 2%–10% per name. Annual turnover: below 25%.
On-the-ground. Experienced. Dedicated.
Our investment team brings together over 100 years of combined experience across Asia ex-Japan and ASEAN equities — with professionals embedded in every major market we cover.
MBA, University of Hong Kong · BA Economics, University of Pennsylvania
MBA, Wharton · BSEE, University of Pennsylvania
BSc (Econ), Queen Mary · Masters Asian History, SOAS · Fellow CISI
MSc Financial & International Economics, Stockholm School of Economics · CFA
On the ground where it matters.
Investment presence spanning ASEAN's frontier and emerging markets to the financial centres of Northeast Asia. Both strategies are structured and licensed to serve institutional investors in Singapore, Hong Kong, and internationally.
For qualified and institutional investors.
Palais Renaissance
Singapore 238871
Request information or schedule a meeting
We welcome enquiries from institutional investors, family offices, and qualified professional investors. Please reach out via email to discuss either the ASEAN+ or Asia ex-Japan strategy — or to explore a segregated mandate.
Email Investor Relations