Richard Jones

First State Asia Focus

FUNDS CURRENTLY MANAGED

  • First State Asia All Cap
  • First State Asia Focus
  • First State Hong Kong Growth
  • First State Asian Equity Plus
  • First State Asia Pacific Select
  • First State Asia Opportunities
  • First State Asia Pacific All Cap
  • First State Asian Growth
  • First State Singapore & Malaysia Growth

FUNDS PREVIOUSLY MANAGED

  • First State Indian Subcontinent
  • Stewart Investors Asia Pacific Leaders

BIOGRAPHY
Richard Jones is a Director of First State Stewart Asia, part of First State Investments. Richard has more than 29 years of investment experience in Asia, focused on both company research and portfolio management. He joined the First State Stewart Asia team in January 2010 and is based in Hong Kong. Richard is the lead manager of the First State Asia Opportunities Fund, the First State Asian Growth Fund and the First State Singapore and Malaysia Fund. He is also responsible for managing a number of Asia Pacific Leaders portfolios on behalf of key client segregated accounts. Richard graduated from the London School of Economics with a firstclass degree in Economics (Government).

VERDICT
Overall, performing better than the peer group composite. Over a long track record, the manager has, period by period, consistently managed to outperform the peer group. Good stockpicking has had a material positive impact on results, which have tended to be relatively better in a falling market.

ADDITIONAL COMMENTS
Richard Jones is an FE Alpha Manager who has maintained a consistently high alpha score over a proven track record in rising and falling markets.

KEY MEASUREMENTS OF PERFORMANCE vs. PEER GROUP COMPOSITE
Over performance vs Under performance %

Overall
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In rising markets
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In falling markets
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