Our Strategies
Aubrey Emerging Markets Asia ex-Japan Strategy
Total Net Assets
Overview
Aubrey launched the Aubrey Asia ex-Japan Strategy within the LarrainVial Asset Management SICAV to provide investors with medium-term capital appreciation through investment in Asia ex-Japan equities. The Strategy is jointly managed by Aubrey Capital Management Limited and LarrainVial Asset Management Administradora General de Fondos S.A., drawing on Aubrey’s long-standing experience in Asian markets and a bottom-up, fundamental investment approach. Focused on equities and equity-linked securities of companies across Asia excluding Japan, the Strategy offers diversified exposure by geography and sector and is actively managed with reference to the MSCI AC Asia ex Japan Index for comparative purposes.
The Strategy is offered as a UCITS compartment of a Luxembourg-domiciled SICAV and is available to eligible investors in accordance with applicable local regulations.
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| Inception Date | 1st September 2025 |
| View GEM Strategy Page | |
Investment Managers
Andrew Dalrymple
Director, Investment Manager
Years at Aubrey
19
Industry experience
42
Andrew is Founder, Director and CIO at Aubrey, as well as being lead Investment Manager of the Global Emerging Markets and Global Equity strategies.
A graduate of Cambridge University, he began his career at Cazenove & Co then joined James Capel in 1987 and was transferred to James Capel (Far East) in Hong Kong in 1991. He continued in his role as an Asian specialist working with UBS Warburg from 1992-1998 in Hong Kong.
Andrew joined Stewart Ivory in 1998. In 1999 he established the First State Global Opportunities Fund, which remained his signature fund throughout his tenure at First State Investments. Since inception (August 1999) through June 2006 the fund rose 112.2% compared to a rise of 3.8% in the MSCI World Index. The Fund was top quartile over 1, 2, 3, 4, 5 years and since inception.
Rob Brewis
Director, Investment Manager
Years at Aubrey
11
Industry experience
38
Rob is a Director of Aubrey, and Investment Manager of the Global Emerging Markets Strategy. He joined the firm in 2014.
An engineering graduate from Cambridge University, Rob began his career in 1988 at Thornton Management in London. Then he spent ten years in Hong Kong as an Asian fund manager with Credit Lyonnais International Asset Management. This company was later bought by Nicholas Applegate and then Colonial First State, where Rob ran the North Asian investment team as well as managing the Asian Special Situations Fund and a number of single country funds investing in India, Pakistan, Indonesia and Thailand.
He then went on to co-found emerging markets investment boutique BDT Invest LLP in London in 2000. Whilst at BDT, Rob co-managed a number of emerging market portfolios as well as the BDT Asian and Oriental Focus Funds.
John Ewart
Director, Investment Manager
Years at Aubrey
13
Industry experience
38
John is a Director of Aubrey, and Investment Manager of the Global Emerging Markets Strategy. He joined the firm in 2012.
John is a graduate of the University of Strathclyde, with a BA in Economics and, additionally, is a member of the CFA Institute.
John has over 30 years’ investment industry experience across global equity markets. He joined Glasgow-based FS Assurance in 1988, and managed equity portfolios in the UK retail and pension fund market. He then moved to First State Investments in 2000 to manage retail and segregated European client portfolios. In 2004, he moved to Alliance Trust PLC and was a member of the Global Equity Team and subsequently responsible for the Global Emerging Markets portfolio.
