Trust Issues: Investing in Asia with PAC’s Doug Ledingham — Kepler Trust Intelligence Podcast

Listen in the Podli app 🎧

Follow your favourite podcasts, listen offline and in the car with CarPlay and Android Auto, and always pick up where you left off. Free to try.

In this episode of Trust Issues, we speak to Doug Ledingham, manager of Pacific Assets Trust, about the investment case for Asia, including why valuations continue to look attractive in China and the Philippines, the impact of tariffs and uncovering the most exciting opportunities across Asia.

00:00 Introduction 00:39 Overview of investment philosophy 04:17 Increase in allocation to China 09:17 Investment case in the Philippines 13:18 Managing downside risk 17:35 Why PAC is different to peers 20:00 Impact of tariffs & most exciting opportunities 24:25 Further information 24:50 Risk warning

Our latest note on PAC - https://www.trustintelligence.co.uk/investor/articles?fund_id=54

PAC website - https://www.stewartinvestors.com/uk/en/private-investor/our-strategies/pacific-assets-trust.html

Please note that this podcast was recorded on 30 June 2025.