Simple Charges Straightforward Product Superior Result
Asia Equity Investment Specialists
Personal & Family Needs
Retirement
Legacy
Company Treasury
Personal & Family Needs Retirement Legacy Company Treasury
ABOUT US
We are boutique investment managers based in Asia. Being long-term value investors of high quality businesses run by sound management in Asia ex-Japan, our aim is to produce superior returns, while minimizing risk, and doing this in a sustainable manner.
INVESTMENT APPROACH
Long-term and value focused, our investment approach is based on our belief and experience over the years that the 3 essential factors to successful investing are having the right Aims, Process and Temperament.
kEEPING IT SIMPLE
We specialize in listed equities.
We keep our charges simple.
We think investors should understand how their money is being put to work. So we communicate regularly with our investors in clear and direct language.
We align our interests with that of our investors.
We have a description of our portfolio, a monthly commentary by our investment manager, a Fund Factsheet and our FAQs.
Our List of No's
No Shorting
No Leveraging
No Derivatives
No Hidden Costs
No Multi-Year Lock Up
No Closet Index Hugging
No Gambling, Tobacco or Defense Technology Stocks
No Sales, Admin, Account-Opening, Subscription or Redemption Charges
