Arisaig Partners is an independent investment management firm founded in 1996. They focus on dominant consumer sector businesses in emerging markets. Their flagship, long-only Arisaig Asia Consumer Fund has ~US$3bn in assets under management and has compounded capital at a low-teens rate of return since inception. They also run an Africa Consumer Fund, a Latin America Consumer Fund and a […]
Category: Investor Profiles
Scottish Oriental: Watch the Discount
Scottish Oriental Smaller Companies Trust is a listed investment trust that invests in small-cap companies across the Asia-Pacific region. The fund has an impressive track record since its inception in 1995, significantly outperforming its benchmark index over the period. More recently, in the last 10 years, the trust’s share price has increased by ~252% versus an ~154% increase for the […]
OAM: Betting On Asia
Overseas Asset Management was founded in 1989 by Desmond Kinch. It manages the OAM Asian Recovery Fund, a fund of funds vehicle that was launched in 1998 to take advantage of investment opportunities in the region shortly after the Asian financial crisis. The fund was an early investor in a number of successful, value-oriented funds in the region, including […]
The Overlook Playbook
Overlook Investments is a Hong Kong based investment fund with ~US$4bn of assets under management. The firm was started by Richard Lawrence in 1991. The fund invests in public equity markets across Asia (excluding Japan) and holds a concentrated portfolio of 20 or so holdings. Since inception, the team has compounded capital at a mid-teens rate of return, a […]