Bestinvest says
Schroders’ Alpha Plus range gives managers an unconstrained mandate which aims to provide high octane outperformance in a given region. Manager Matthew Dobbs has a great deal of experience in Asia and, though he is now based in London, he is supported by an excellent team of analysts and other managers based locally. He has a solid grasp of every stock in his portfolio, as well as the aggregate state of the fund. We believe Dobbs is a safe pair of hands for more aggressive exposure to the Asia Pacific region.
Locally based in-house analysts generate a recommendation for each stock based on a rating scale. The primary source of stock ideas will focus on “strong buys” although other stocks will not be disregarded. The manager also uses his extensive network of contacts alongside selective use of sell-side research. The investment process is principally bottom-up, where the fundamental characteristics of the stock are assessed with a particular focus on visible earnings growth, sustainable returns and valuation support. However, the fund manager does employ a top-down view and country allocation model when determining asset allocation.