Ellerston Asian: Thematic Investing

Ellerston Asian Investments (EAI) is an ASX-listed investment company. Launched in September 2015, the fund is Ellerston Capital’s first Asia-focused offering. The portfolio┬áis managed by Mary Manning, who was previously with Oaktree Capital and Soros Fund Management. The fund combines bottom-up analysis with a macro overlay, identifying key thematics likely to drive equity markets in […]