Jason Pidcock

Fund manager of the Jupiter Asian Income Fund with over 35 years investing experience in Asia, known for running a concentrated, dividend-focused Asian equity strategy formerly at Newton.

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Nov 26, 2025 • 35min

Playing Asia Without China: Inside Jason Pidcock’s High-Conviction Portfolio

Jason Pidcock, a seasoned fund manager with over 35 years in Asian markets, shares his unique insights on building a high-conviction, dividend-focused portfolio. He explains his zero exposure to China due to governance concerns and highlights Taiwan's tech prowess despite geopolitical tensions. Pidcock views India as the most promising developing market and advocates for Asian tech names over US giants in the AI sector. Additionally, he discusses his bullish outlook on gold and Australian miners amid loose monetary policy, emphasizing a rational approach to investing.

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