What's driving performance in Asia

Given the China-US trade dispute has clearly driven market sentiment recently, you’d expect the performance of Asian stocks to have come-off but in many areas the region is performing strongly.

Watch Anthony Srom, Portfolio Manager of the Fidelity Asia Fund latest webinar below, to hear what’s driving performance.

Anthony has been the PM for the Fidelity Asia Fund since 1 June 2014.  Since inception the Fund consistently performed above its benchmark and has returned 10.36% per annum* to investors.

This webinar will provide:

  • An overview of the current macro environment - including risks and opportunities
  • A fund update including current positioning
  • A breakdown off some of his top holdings and how they’re contributing to performance
  • Outlook - areas to watch in the new financial year

* as at 31 May 2019

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Anthony Srom is a Portfolio Manager at Fidelity International based in Singapore. He has 21 years of investment experience and is currently responsible for managing Fidelity Funds – Asia Pacific Opportunities Fund, Fidelity Asia Pacific Opportunities Fund, Fidelity (AUS) Asia Fund, Fidelity Korea – Asia Equity Investment Trust and some institutional segregated mandates.

Anthony joined Fidelity in Singapore in 2006 as an Investment Analyst. He was appointed portfolio manager of the Fidelity Thailand Fund in 2008, which he successfully ran until 2012. Thereafter, he managed an internally funded Asia Pacific ex-Japan Pilot Fund between March 2012 and June 2014, developing a strong performance record. In June 2014, Anthony took over management of the Fidelity Funds – Asia Pacific Opportunities Fund (SICAV) and he has managed the Fidelity Asia Pacific Opportunities Fund (OEIC) since its launch in September 2014.

Prior to Fidelity, Anthony worked as a Transport Analyst at ABN Amro, Goldman Sachs and Deutsche Bank in Australia. He holds a Bachelor of Commerce from Bond University, Queensland, Australia. He is also a CFA Charterholder.