Investor Insights Podcast #62 – Gabriel Sacks, Portfolio Manager of abrdn Asia Focus

Episode #62 features a discussion with Gabriel Sacks, an Investment Director on the Global Emerging Markets equities team at Aberdeen and the lead manager of the abrdn Asia Focus Investment Trust (AAS-LON).

Episode timestamps:
00:00 Introduction
02:24 Speaker biography
04:20 Opening anecdote
07:07 A summary of the investment approach
10:41 Some example holdings
14:38 The macro-outlook
18:41 Navigating the recent period
22:08 The benefits of running the strategy within an investment trust
24:21 Management of risk
27:43 High conviction area
30:06 Risk Summary

In each episode of our Investor Insights Podcast we will be interviewing portfolio managers from across the investment industry to gain from the expertise in their specialist areas and to question them on the topical issues. The series can also be accessed on YouTube and Spotify by searching for ‘Killik & Co’s Investor Insights’.

Please get in touch via [email protected] for more information on any of the subject matter discussed in this episode, to suggest future topics for discussion or for further details of the services offered by Killik & Co.

This podcast is not personal advice. This material is intended for educational purposes only and is not investment research or a recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. Some of the views expressed by our guest speakers may not be representative of our own views. The value of your investments can rise as well as fall and you could get back less than you invested. Past performance is not a guide to future performance. The investments referred to in this Podcast may not be suitable for all investors and you should seek advice from a qualified investment adviser. Killik & Co is authorised and regulated by the Financial Conduct Authority (FCA).