outh Korea is the ideal market to play through a value approach, as it is cheap, and its economy is growing healthy. Beside this, it has a terrific catalyst, this being a reunification or some form of rapprochement, with North Korea. This event could be able to increase the long-term growth potential of the country and to free the market animal spirits. The Korea reunification is a way to add a free option to an already attractive market.

The fund aims to give the investor an exposure to the main beneficiaries of the reunification or of a rapprochement between the South and the North Korea.

Those companies are different from those we gain exposure through a South Korean equity index (ETF) or fund. Those are exposed to South Korea promising domestic growth, are cheaper and, as mentioned, can benefit from a rapprochement between the 2 Koreas.

Research

Initiation Report

In-Depth Initiation Report

Investment Case Today

Reporting