In this episode, Milosz dives into the bottom-up, unconstrained, contrarian approach of Invesco Asia Trust, which looks for ‘unloved’ investments across Asia with strong fundamentals that are trading at undemanding valuations. He discusses the trust’s current overweight position to China and South Korea, as well as its cyclical bias at present. He also elaborates on the trust’s dividend policy and performance-related conditional tender offer.

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