Macrovue's Luxury Goods Portfolio

The Luxury Goods Vue seeks to get exposure to this secular long term trend in demand for luxury goods in Asia. While the consumers are in Asia, the brands people look up to and aspire for are usually from US or Europe. Designer bags, alcoholic beverages, jewellery and designer clothing are some of the diverse products this portfolio has exposure to.

Macrovue’s global portfolios, known as Vues, have outperformed the benchmark indices.*

* Returns as of 31 May 2018. Past performance is not a reliable indicator of future performance. For full performance numbers and methodology, please click here.

Why is Luxury Goods an attractive investment?

Many of the developing countries in emerging markets, especially in Asia have experienced rapid GDP growth and increasing wealth over the last decade. Growing wealth coupled with rising disposable incomes has led to a steep rise in demand for luxury goods and services. Hence, it is no surprise that we see new showrooms for brands like Gucci, Prada and Louis Vuitton popping up in Mumbai, Jakarta and Shanghai.

Rising disposable incomes of the middle class leads to higher buying power and more demand for aspirational goods. China, India and Indonesia are three of Asia’s largest emerging economies with a combined population nearing 2.75 billion and a combined GDP exceeding US$10 trillion. Indonesian GDP per capita crossed US$3500 in 2013. This is expected to kick-start higher growth in discretionary spending.

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Meet Macrovue's Investment Team

Clay Carter | Head of Investment Committee

Clay has 25+ years experience managing global equity portfolios. Most recently, he was Head of International Investments at Perennial Investment Partners. Previously, Clay managed investment portfolios at QBE, PM Capital, Legal and General Life of Australia, and AMP. He has developed alternative methods to traditional market analysis and portfolio management and regularly appears on CNBC Asia and Bloomberg TV.

Dev Sinha | Chief Investment Officer

Dev is the co-founder of Macrovue and leads the Equity Research and Product Development teams. He started his career as a quantitative analyst at Putnam Investments in Boston before moving to Singapore to join Bank of America Merrill Lynch. Dev has an MBA from The Fuqua School of Business, Duke University and an MS in Financial Engineering from Columbia University.

Dr. Sid Sahgal | COO

Sid brings almost 20 years of experience in finance and technology. He started his career at Honeywell Aerospace as a software engineer before moving to Bank of America Merrill Lynch in New York as a quantitative analyst. Before starting Macrovue, Sid was a lecturer at UNSW while completing his PhD in Finance. He also holds a Masters in Computational Finance from Carnegie Mellon University.