We speak to Grace Yan, portfolio manager of the award-winning Nikko AM Shenton Emerging Enterprise Discovery (SEED) Fund to find out her strategy in picking small cap stocks. In this edition of ‘Kopi-Gao: Outperforming Markets with Top Fund Managers’, we speak to Grace Yan, Senior Portfolio Manager of Asian Equity at Nikko Asset Management. Grace manages the award-winning Nikko AM Shenton Emerging Enterprise Discovery Fund (SEED Fund), and shares with us on how investing in stocks of Asia ex-Japan smaller companies can potentially be advantageous to an investor’s portfolio. The SEED Fund offers investors easy access to a managed portfolio of small and medium-sized companies in the Asia-Pacific region that are hidden gems and have the potential to grow into stable and matured companies. The Fund has won the Fund Selector Asia Fund Awards for Asia Pacific Equity (Gold) 2023 and 2024.

1. What is the Shenton Emerging Enterprise Discovery Fund?

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