Vinay Agarwal of Scottish Oriental gave an update to shareholders at the trust’s AGM in December. The presentation can be viewed online here. For more about the trust, please see my original write up here. His update covers the evolution of both the trust as well as Asian markets over the last 20 years. It also includes commentary on […]
Category: Investor Profiles
Andreessen: Studying Opposites
I highly recommend this Tim Ferriss podcast from last year, in which he interviews Marc Andreessen. It is full of fascinating insights into the world of venture capital and includes a lot of rich material you won’t find in Andreessen’s general interviews with the media. For those unfamiliar with Andreessen, he is the co-founder and general partner of the venture […]
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 is 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 […]
CC Asia Alpha Buys NetEase
Coupland Cardiff’s Asia Alpha Fund reported a new position in NetEase last month. The company is one of the largest online and mobile gaming companies in China. Its gaming portfolio includes Fantasy Westward Journey II, Tianxia III, Heroes of Tang Dynasty Zero and Ghost II. It also operates some of the most popular international online games in China […]
Perinvest: October Update
Perinvest is an independent manager focused on alternative strategies. The firm was founded by Jean Perrette (he was an early investor in Soros Fund Management) in 2001 and offers a family of single manager funds, multi manager products and bespoke portfolio management. The firm currently has an Asia Dividend Equity Fund, which invests primarily in high yield Asian […]
UCL Asia: Growth Capital Pioneers
UCL Asia is likely one of the most successful private equity firms in Asia that no one has heard of. The Hong Kong-based firm was founded by Peter O’Donnell and the late Tobias Brown, who previously helped manage the Asian investments of the British financier James Goldsmith. Over the years, the firm has backed a number of successful companies in the […]
Seafarer Capital: Q3 2016 Review
Seafarer Capital Partners is an investment adviser focused on emerging markets. The firm was founded in 2011 by Andrew Foster, who previously worked at Matthews International Capital Management. They currently offer two funds: Overseas Growth and Income and Overseas Value. Below are some highlights from Andrew Foster’s portfolio review for the third quarter. The complete letter […]
Coupland Cardiff: September Updates
Coupland Cardiff is a specialist Asian and Japanese fund management group with offices in London and Singapore. The firm was set up in 2005 by Angus Coupland & Richard Cardiff, who were previously at Jardine Fleming. Since inception, the group has launched 7 products across a range of strategies. They currently have three open-ended Asian funds (Asia Alpha, Asian Evolution and Asia Focus) that […]
Richard Chandler: Few Bets, Big Bets
Richard Chandler is a New Zealand-born investor and businessman based in Singapore. From 1986 through 2006, he ran Sovereign Global Holdings, a private investment firm, in partnership with his brother. Over 20 years, the Chandlers turned their initial US$10 million investment into almost US$5 billion. They were pioneers in emerging markets investing and their fund was among the first portfolio investors in countries such as […]
Where Are They Now?
It has now been over 20 years since “Asia’s Investment Prophets” was first published. In the book, investment analyst and author Claire Barnes profiled seventeen stand-out investors focused on the Asia Pacific region. Given her own track record running the Apollo Asia Fund (which has returned some 22% per annum since inception in 1997), she would […]