Asia Dragon Trust (DGN) had not performed so well earlier in the decade, but last year and so far this year its performance has been much better. Adrian Lim, manager of this trust, which was previously called Edinburgh Dragon Trust, explains what brought about the improvement, and the main differences between his previous and current investment approach.
He also explains what his definition of a quality company is, how he goes about selecting one and highlights some holdings that he has recently added to the trust.
Hosted on Acast. See acast.com/privacy for more information.
