Asian Equities.
Value.
Contrarian.
About
Long-only, concentrated Pan-Asia equity fund, with a medium-duration investment time horizon.
The portfolio consists of 10 – 15 investments in large cap companies and has a value and contrarian bias.
Philosophy
Niatross Investments manages a concentrated portfolio of high-conviction, listed equity investments, constructed using fundamental, financial analysis.
We are patient, medium-duration, bottom-up investors, and believe our skill sets are best suited to longer-term investments.