Asian Idea Generator Weekly: An 80-Year Old Hong Kong Beverage Company, Screening For Predictability And An Unusual Aviation Proxy

Last week was the first issue of the Asian Idea Generator Weekly, which aims to filter the 30,000 stocks Asian investment universe for under-covered investment opportunities. This week, I continue with the search for Asia-listed ideas in the following three categories: 1) piggybacking the trades of institutional investors and insiders; 2) quantitative screens; and 3) proxies for secular investment themes.

In the prior week, I wrote about Mark Mobius and the Mobius Emerging Markets Fund that he manages, and the Fund's Chinese movie play. This week, I look to Terry Smith, who runs U.K.'s largest mutual fund, Fundsmith Equity Fund, for inspiration. Between November 2010 (fund inception) and May 2019, Terry Smith's Fundsmith Equity Fund returned +341.2% compared with +153.2% for the MSCI World Index (£ Net) over the same period.

Original source
https://seekingalpha.com/article/4269271-asian-idea-generator-weekly-80-year-old-hong-kong-beverage-company-screening-predictability?source=feed_all_articles

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