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EAI - Ellerston Asian Investment

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The investment strategy of Ellerston Asian Investment Limited (EAI) is to construct a concentrated portfolio of Asian Equity Securities using the Manager's high conviction style of investing which aims to identify high growth companies that are valued at a reasonable price. Unconstrained by benchmark weight, capital is allocated by implementing high conviction ideas from a filtered universe of Asian Equity Securities. The Manager utilises top down macro analysis and identification of thematics in the region and combines this approach with detailed bottom-up analysis via a conviction scorecard.

It is anticipated that EAI will list on the ASX during August 2015.

https://ellerstoncapital.com
 

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