For Asia investors concerned about artificial intelligence stocks looking overheated, one top fund manager suggests a surprising reason to keep buying them: dividends.

“Tech companies we own in Asia all have a net cash balance sheet, they all pay a dividend today, and we expect them all to increase their dividends as their earnings grow in the next few years,” Sam Konrad, co-manager of the Jupiter Asian Income strategy, said in an interview. In contrast, US peers “don’t have the same focus on paying dividends,” he said.