Palvir is our research analyst on the fund with primary responsibility for the Indian, Indonesian and Malaysian markets. She also provides secondary coverage to the remainder of the portfolio.
She came from BlackRock Investment Management, where she was responsible for researching and recommending investment ideas from India, Indonesia, Taiwan, South Korea and the Philippines using in-depth fundamental company and industry analysis. She has travelled the region extensively over the last 10 years ,meeting corporate management and has developed an emphasis on normalised earning power, cash flow, competitive moat, good deployment of capital and strong corporate governance.
Palvir is responsible for generating new stock ideas, carrying out detailed bottom up analysis on both new and existing holdings.