I recently had the opportunity to speak with Phillip Li of Hong Kong based Value Partners, portfolio manager of The Asia Pacific Fund (NYSE:APB), a closed-end fund with a $127 million market cap. Since taking the helm of APB in October of 2013, Mr. Li has implemented a new value-oriented, high dividend strategy. We discussed the fund's fresh new portfolio, the economies of China and South Korea, valuations in the ASEAN region, APB fundamentals, as well as a variety of other topics.
Value Partners' Phillip Li
The "New" APB
Despite its short track record leading the Asia Pacific Fund, Value Partners is not a money management newcomer. With total assets under management of around $10 billion, it...
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