news-icoNEWS ARTICLES

Annual Archive

Agriculture as an Asset Class

Griff Williams, Chief Executive Officer, Milltrust Agricultural Investments  October 2017

There is no doubting the strong interest in agriculture investing among pension funds today. This has increased along with appetite for all ‘real assets’ as allocators […]

2017/10/19 – Selected Insights from the Emerging Markets

In This Week’s Issue…

By Alexander Kalis Managing Partner & Head of Investments at Milltrust International

China has concluded its Communist Party five-yearly plenum in which President Xi Jinping consolidated his power. Gary Greenberg at Hermes Investment […]

ASEAN Economies to Witness Decent Growth

By Kok Fook Meng and Soh Chih Kai, Milltrust ASEAN Fund, Oct 2017

ASEAN economies should still see decent growth in the next few quarters on the back of exports (Thailand, Singapore, Malaysia), infrastructure spending (Indonesia, […]

Brazil: Cyclical Recovery Continues to Plough Ahead

By Scott Piper, Milltrust Latin America Fund, Oct 2017.

In Brazil we began the last quarter of 2017 in a slightly different context than the one portrayed in our last report. While the data published in […]

Concerns on Saudi Arabia are Overblown

By Khurram Shehzad, Milltrust SEDCO MENA Fund, 18 October 2017

Concerns on Saudi Arabia are overblown. The political dynamics of Saudi Arabia are somewhat unique as is evident from the fact that many armchair analysts have […]

FAMILY OFFICE TRENDS FORUM INVITATION

The Ivy Family Office Network will hold its Family Office Trends forum on June 23rd, 2017 in New York City.

Headline speakers including private equity legends and leaders such as Fred Nazem of Nazem & Company, Josh Roach […]

MILLTRUST ACQUIRES PERMANENT CROP AGGREGATION, COTTRELL FARMS

April 24, 2017
Source: http://www.globalaginvesting.com/milltrust-acquires-permanent-crop-aggregation-cottrell-farms/
Milltrust Agricultural Investments (MAI) announced the acquisition of Cottrell Farms – a collective of citrus, avocado, and wine and table grape orchards located in the Sunraysia region of Victoria, Australia, for an undisclosed […]

MILLTRUST INTERNATIONAL SHORTLISTED FOR 5 WEALTHBRIEFINGASIA AWARDS 2017

 

NEWS RELEASE                                                                   […]

Milltrust Scoops 2 Hedgefund Journal UCITS Awards

Milltrust International has proudly won the Hedgefund Journal UCITS awards for best performing Asian Fund and best performing Latin American Fund in 2016.

Congratulations to all those involved including Lion Global Investors and Itaú Asset Management.

For more […]

INVITATION: Emerging Markets Forum – Mayfair, London – 10 March 2017

– For Professional Investors Only –

With reports of some bank’s wealthiest clients buying emerging markets once again, is now the time to get back into emerging markets?

You are cordially invited to meet with Milltrust’s specialist emerging markets team and […]

Milltrust Fund Managers’ Emerging Markets Outlook for 2017

CHINA – KEYWISE CAPITAL
Property
In the China property market, we continue to see weakness after the severe tightening measures in tier 1 cities. Separately, a number of provincial government and municipal provinces have lowered their GDP […]

As 2016 comes to an end, Milltrust can celebrate a year of significant progress

By Simon Hopkins, CEO Milltrust International Group

It’s been a year of extraordinary paradox. Politically, the world seems to have become a radically more uncertain place with the election of Trump, the UK’s BREXIT vote and […]

SPECIAL U.S. ELECTION UPDATES FROM MILLTRUST’S INVESTMENT MANAGERS

LATIN AMERICA – by Itaú Asset Management
The election of Donald Trump surprised the markets as polls had indicated the victory of Hillary Clinton. Financial markets are reacting negatively to the outcome, although some are reacting […]

Milltrust International Launches British Innovation Fund Focusing on Agri Science and Technology

Singapore, 11 November 2016: Today, London and Singapore-based Milltrust International announces the launch of the British Innovation Fund, a new initiative to direct much needed international and domestic institutional capital into the UK University originated […]

GLOBAL AGINVESTING EUROPE 2016

Speaker: Simon Hopkins
Learn More…
Please utilize the following discount code to attend as a complimentary guest of Milltrust:  GAIE16-MIG

Itaú Asset Management’s Commentary on Political Developments: Senate approves the impeachment of Dilma Rouseff

On August 31st, 61 senators voted in favor of President Dilma Rousseff’s impeachment. Rousseff had been suspended from her functions since May 12 by a Senate decision, with various procedures undertaken in Congress as from […]

MILLTRUST INTERNATIONAL’S PARTNER NOVARE ANNOUNCES FINAL CLOSE OF ITS AFRICA PROPERTY FUND II AT $350 MILLION

MEDIA RELEASE

14 July 2016

Milltrust International’s strategic partner in Africa, Novare has announced the final closure of their latest Novare Africa Property Fund II at the end of June 2016. The fund has a mandate to invest […]

Impact of Brexit on Emerging Markets – Part 2

By Alexander Kalis, Managing Partner & Head of Manager Research at Milltrust International LLP, 7 July 2016

Unexpectedly, the United Kingdom (UK) voted to leave the European Union (EU), sending shockwaves across the world in the […]

Impact of Brexit on Emerging Markets – Part 1

By Alexander Kalis, Managing Partner & Head of Manager Research at Milltrust International LLP, 30 June 2016

Unexpectedly, the United Kingdom (UK) voted to leave the European Union (EU), sending shockwaves across the world in the […]

Outlook of the Week – Milltrust SEDCO MENA Fund

Yazan Abdeen, Portfolio Manager for the Milltrust SEDCO MENA (UCITS) Fund, and Lead Fund Manager at SEDCO Capital, shares his outlook for the MENA markets and the key reasons to be invested in the Middle East:

Key […]

Outlook of the Week – Milltrust Keywise China Fund

Fang Zheng, Portfolio Manager for the Milltrust Keywise China (UCITS) Fund, and CIO and Founder of Keywise Capital, shares his outlook for the Chinese markets and the key reasons to be invested in China:

Key growth […]

Outlook of the Week – Milltrust Latin America Fund

Scott Piper, Portfolio Manager for the Milltrust Latin America (UCITS) Fund, and Lead Portfolio Manager – Latin American Equities at Itaú Asset Management, shares his outlook for the Latam markets and the key reasons to […]

Outlook of the Week – Milltrust ASEAN Fund

Alan Tan Portfolio Manager for the Milltrust ASEAN (UCITS) Fund, and Portfolio Manager – Head of ASEAN Equities at Lion Global Investors, shares his outlook for the ASEAN markets and the key reasons to be […]

Outlook of the Week – Milltrust India Fund

V. Srivatsa, Portfolio Manager for the Milltrust India (UCITS) Fund, and Fund Manager at UTI, shares his outlook for the Indian markets and the key reasons to be invested in India:

Growth recovery has begun.  The […]

PRESS RELEASE – Milltrust’s MENA UCITS Manager, Yazan Abdeen of SEDCO Capital, Named One of the Most Influential Fund Managers in MENA FM’s Power 50 2016 list

London, United Kingdom, 22 June 2016

For the second consecutive year, MENA Fund Manager magazine’s Power 50 2016 list has recognised Yazan Abdeen, Manager of the Milltrust SEDCO MENA (UCITS Fund), and Head of MENA Liquid […]

Milltrust Appoints SEDCO Capital for its MENA UCITS Fund Mandate

London, United Kingdom, 13 June 2016: Milltrust International, an Emerging Markets focused asset manager has awarded SEDCO Capital, a leading global asset management firm based in Saudi Arabia, with the mandate to manage the Milltrust […]

Milltrust Introduces Important Changes to its Emerging Markets UCITS Funds

We are pleased to announce the following important changes to Milltrust’s range of Emerging Markets UCITS Funds (Milltrust India Fund, the Milltrust Latin America Fund, the Milltrust Keywise China Fund and the Milltrust ASEAN Fund) which […]

2016 Certified Trade Mission to London, U.K.
For All Alternative Asset Fund Managers including Private Equity, Hedge Funds, Venture Capital, Real Estate & Infrastructure Fund Managers
Monday June 27 to Tuesday June 28, 2016
Objectives

Introduce US Alternative Asset […]

Berkshire Pension Fund Commits £30M to Milltrust International’s New Zealand and Australia Buy & Lease Farmland Funds

New investment into Australia and New Zealand Farmland portfolio

Milltrust International to provide £30m Australia and New Zealand diversified farmland portfolio for Berkshire Pension Fund

Milltrust International today confirms the commitment by The Royal Borough of Windsor […]

LATAM Specialists Itaú Asset Management Reveal their Spicy Country and Sector Exposures

By Alexander Kalis, Portfolio Manager and Head of Manager Research at Milltrust International
24 Feb 2016 Conference Call

Peru

Peru is the biggest overweight in the portfolio as the economic recovery at 6.5% GDP growth is taking place […]

India is central to our investment thesis: Milltrust CEO

The firm is working on two deals in hotel and food sectors, he says.
By VC Circle, 7 March 2016
Global investment firm Milltrust International Group has put money in several Indian companies. It has assets under […]

YAZAN ABDEEN THRILLED ABOUT MILLTRUST SEDCO MENA (UCITS) FUND TIMING

9th of February 2016 conference call with SEDCO Capital –
by Alexander Kalis, Portfolio Manager and Head of Manager Research at Milltrust International.

SEDCO Capital is one of fastest growing firms in the MENA region with close to $5bn […]

“3 Strong Themes for South East Asian Investments” Says Alan Tan

We are pleased to announce that the Milltrust ASEAN Fund has completed its 3 year track record and has earned a
5 star rating by Morningstar. Alan Tan has already earned a + rating by Citywire. The fund has […]

Oil, China and the Fed… the obsession that has significantly distorted the investment case for Emerging Markets.

By Eric Anderson, Managing Partner & Head of Investment Solutions, Milltrust International.

The view that market participants are over-reacting to ‘negative’ news has now become a consensus opinion amongst market watchers today.  With experts being wheeled […]

Outlook for 2016: Emerging Markets

By Eric Anderson, Managing Partner & Head of Investment Solutions, Milltrust International.

Markets are driven by greed and fear and in 2015, fear was certainly prevalent. To help put this in perspective, there have been more […]

CRISIS IN CHINA? WHAT CRISIS! ASKS FANG ZHENG – MILLTRUST KEYWISE CHINA FUND

Reported by Alexander Kalis, Managing Partner | Portfolio Manager & Head of Manager Research, Milltrust International
 

 
In the past, the trigger points for a market crisis have been the banks. In the case of China, although we […]

GCC Iranian Tensions… Pressuring Market Momentum, but mainly indifferent fundamentals

As political tensions between Saudi Arabia (alongside its GCC allies) and Iran, escalates, the economic impact is predicted to be much less subdued. Primarily, both the GCC countries and Iran trade substantially more with developed […]

New Year 2016 Message

The New Year marks an important milestone for Milltrust International  Group as we approach our 5th birthday. We now have three quite distinct legs to the business. This provides our group with a more resilient […]

Veterans launch East India Capital Management in Singapore

Veterans launch East India Capital Management in Singapore – an old name for one of the new generation of wealth managers.

It is difficult to fathom the full extent of the reorganisation that is currently going […]

INVESTING IN EMERGING MARKETS: MILLTRUST DELIVERS RECIPE FOR SUCCESS

Over three years ago, a group of investment management professionals based in Singapore and London announced the launch of a new approach to investing into Emerging Markets. Instead of conforming to the approach adopted by […]

MILLTRUST EMERGING MARKETS SYMPOSIUM – KEY TAKEAWAYS

The annual Milltrust Emerging Markets Symposium took place on the 23rd of September to a jam packed audience of investors, featuring a range of leading asset managers from the developing world including:

China?- Keywise Capital/Milltrust Keywise […]

COMMODITY-DEPENDENT ECONOMIES? IS IT TIME TO TAKE THE PLUNGE?

Eric Anderson, Managing Partner, Milltrust International LLP, reports?from the Milltrust Annual Emerging Markets Symposium which took place?in London last week?to a capacity audience of investors, and featuring leading managers from Asia, Russia, Latin America and […]

MILLTRUST EM FUNDS RECEIVE OUTSTANDING MORNINGSTAR RATINGS

Milltrust is pleased to announce that the Milltrust Latin America Fund has recently earned a 5 star rating by Morningstar and the Milltrust Keywise China Fund has earned 3 stars by the rating agency.

The Milltrust […]

MILLTRUST HOSTED AIFMD SOLUTIONS: TIME TO ACT NOW!

With 75% of Asia and ROW funds still not compliant with the AIFMD, according to Preqin, the time to act is now!?
AIFMD?Regulation

The Alternative Investment Fund Managers Directive (AIFMD) is an EU Directive that was transposed […]

AIFMD-SOLUTIONS FOR EMERGING MARKETS MANAGERS

75% of funds in Asia and ROW are not yet compliant with the AIFMD according to Preqin. Milltrust offers a range of AIFMD-compliant hosted platform solutions for emerging markets managers. The time to act is […]

MILLTRUST LATIN AMERICA: SCOTT PIPER’S REASONS FOR LATAM OPTIMISM

Flash Alert:?Milltrust Latin America Fund was recently awarded?five stars?by Morningstar ratings

Regional Macro Highlights:?

Earnings recession in Latam close to the bottom, expect modest growth recovery for the region
Oil Price Collapse is Changing the Investment Landscape in […]

“ASEAN MAY GET CHEAPER AS EARNINGS LIKELY TO DISAPPOINT IN 2Q”, SAYS TAN

In Indonesia, based on historical valuation, market looks fairly valued at 13X PER FY16E. The team will accumulate on weakness. They are overweight on banks, retail companies, and consumer staples and looking to buy consumer […]

AGRICULTURE : HOBSON’S CHOICE

Agriculture is a new asset class and money is flowing into it, yet Simon Hopkins of Milltrust questions whether the industry is evolving in a way best suited to attracting the right kind of capital […]

KEYWISE CAPITAL UPDATE ON CHINA MARKETS

By Fang Zheng, CIO Keywise Capital and PM of the Milltrust Keywise China Fund

The?Hong Kong and China markets have been hard hit amid the double whammy of intensifying global uncertainties and negative drags from A […]

WHY HONG KONG H-SHARES ARE A BARGAIN

Trading at only 9 times earnings, H-shares offer something rarely seen among Chinese companies: value.

It?s not yet blood we?re seeing in the streets around China?s stock markets, but something more like crocodile tears, shed by […]

2015.07.07 UPDATE ON MALAYSIA

By Alan Tan, Head of ASEAN Equities at Lion Global Investors and PM of the Milltrust ASEAN Fund

Although the news on Malaysia looks dire for PM Najib, the country will not be dragged down by […]

PARTNERING WITH MILLTRUST – EMMA ICAV PLATFORM

Key Benefits of Joining the EMMA ICAV Platform

1) After establishing the first dedicated Emerging Markets UCITS Platform, Milltrust is now currently establishing the first Emerging Markets dedicated AIF Platform under the ICAV structure which is […]

GRIFF WILLIAMS: FARMLAND ? A FERTILE INVESTMENT

Credit Suisse, Global Investor 1.15 – Illiquid Assets Unwrapping Alternative Returns, May 2015
Interviewed by Gregory Fleming

Harvesting yields from agriculture: One doesn?t often think of institutional investors and farmland in the same breath. Yet, global population […]

LONDON LUNCH INVITATION – TOWER GEM UCITS FUND AND TOWER AFRICA UCITS FUND

LUNCH INVITATION – NEW FUND LAUNCHES

Milltrust International and Tower Capital are pleased to announce the imminent launch of the Tower GEM UCITS Fund and the Tower Africa UCITS Fund as the newest additions to Milltrust’s […]

WEALTHBRIEFINGASIA SINGAPORE SUMMIT: ASIA’S ASSET MANAGEMENT POTENTIAL REMAINS VAST – MILLTRUST

Speakers from the Asia-Pacific wealth management industry gathered in Singapore recently to debate some of the most pressing concerns they have. Here is the first in a series of reports.

The potential for asset management in […]

KEYWISE CAPITAL PARTNERS WITH MILLTRUST INTERNATIONAL TO LAUNCH THE MILLTRUST KEYWISE CHINA UCITS FUND

May 7th 2015?? Keywise Capital, one of the leading China-focused asset management companies, has partnered with Milltrust International to launch the Milltrust Keywise China Fund on the award-winning Emerging Markets Managed Accounts PLC (EMMA PLC) […]

MILLTRUST INTERNATIONAL GROUP CROWNED BEST ALTERNATIVE INVESTMENT MANAGER AT THE WEALTHBRIEFINGASIA SINGAPORE AWARDS 2015

Milltrust International Group, one of South East Asia?s foremost investment firms was last week crowned ?Best Alternative Investment Manager? at the 3rdWealthBriefingAsia Singapore Awards.? The glittering awards dinner was held at the prestigious Raffles Hotel.

One […]

MILLTRUST’S EMMA UCITS PLATFORM SEEKS WORLD CLASS COUNTRY/REGIONAL EMERGING MARKETS FUNDS

The award-winning Emerging Markets Managed Accounts (EMMA) UCITS Platform was specifically designed to offer investors a regulated, liquid, transparent and risk controlled, single custodian investment structure to access the best investment managers from across the […]

CONDOLENCE STATEMENT ON THE PASSING OF MR. LEE KUAN YEW

The passing of Lee Kuan Yew marks the end of a glorious chapter for Singapore during which, over three decades under his guidance, this tiny city state grew at a prodigious rate into one of […]

ALEXANDER KALIS ON EFFICIENT ACCESS TO EMERGING MARKETS

Alexander Kalis of Milltrust International explains the role of the firm’s Emerging Markets Managed Accounts (EMMA) platform in giving investors access to these opportunities.

ALEXANDER KALIS ON INVESTMENT PLATFORMS

Alexander Kalis of Milltrust International discusses the role and application of investment platforms for investors, and looks at their potential use in Asia.

MILLTRUST INTERNATIONAL GROUP SCOOPS 2 AWARDS AT THE INAUGURAL WEALTHBRIEFING GCC REGION AWARDS 2014

?

Milltrust International Group, a leading emerging markets asset managers was crowned Best ?Innovative Client Solution? and Best ?Risk Management? Provider at the inaugural WealthBriefing GCC Region Awards 2014. The triumph marks Milltrust out as a […]

BRAZIL ELECTION RESULT – WHAT HAPPENS NEXT?

Brazil?s election result is a disappointment but not a catastrophe.? What happens next:

????????? First priority: political reform.??Holding a referendum on political reform was the first priority listed in Dilma?s victory speech.? This should be seen […]

HEDGE FUND REVIEW INTERVIEW

STRONG DOLLAR WARNING FOR EMERGING MARKETS

 

As the dollar strengthens, what investing opportunities are to be had in emerging markets?

Eric Anderson, managing partner, Milltrust International

Emerging markets (EMs) have not always suffered in times of a relatively […]

ASSET TV INTERVIEWS

Simon Hopkins, CEO, Milltrust International discusses the Emerging Markets Managed Accounts, or EMMA platform. Hopkins explains who Milltrust International is and discusses the investment proposition, alpha vs beta and the client base.

 

In the second video, […]

LAUNCH YOUR UCITS FUND ON THE EMMA UCITS PLATFORM

DATE: 26 Aug 2014
For the first time, the EMMA UCITS Platform is opening its doors and inviting Frontier and Emerging Markets fund managers to join the award-winning platform.
?The EMMA UCITS Platform is the first platform […]

MILLTRUST TARGETS $150 FOR DIVERSIFIED FUND

Milltrust International, an emerging markets investment house, will begin marketing an agri-focused private equity fund targeting $150 million in the fourth quarter of the year.

It has started pre-marketing discussions with high net worth individuals in […]

INVESTING IN EMERGING MARKETS: MILLTRUST DELIVERS RECIPE FOR SUCCESS

Two years ago, a group of investment management professionals based in Singapore and London announced the launch of a new approach to investing into Emerging Markets. Instead of conforming to the approach adopted by most […]

MILLTRUST WINS ADDITIONAL AWARD AT WEALTHBRIEFING HONG KONG AWARDS 2014

INNOVATIVE CLIENT SOLUTION – EDITOR’S AWARD
Milltrust International Group

Milltrust was also honoured to receive 2 awards at the WealthBriefing Singaproe Awards 2014 last month:

FUND MANAGER
Milltrust International Group

INNOVATIVE CLIENT SOLUTION – EDITOR’S AWARD
Milltrust International Group

For a full […]

MILLTRUST RELEASES NEW EMERGING MARKETS MANAGED ACCOUNTS EXPLAINER VIDEO

Structure:

Milltrust delivers an award-winning?Emerging Markets Managed Accounts (?EMMA?) Platform, a proprietary, state of the art and conflict-free single custodian infrastructure designed to provide investors withvery high standards of governance, transparency and control.?
Milltrust has appointed State […]

BREAKFAST INVITATION: INVESTMENT OPPORTUNITIES IN SOUTH EAST ASIA

Milltrust International Group cordially invites prospective investors to join us for aBreakfast event?at 9:00am on Friday 6th of June 2014 in London (West End)?withJan de Bruijn, Portfolio Manager and Head of Asia ex Japan at […]

MILLTRUST WINS 2 AWARDS AT WEALTHBRIEFING SINGAPORE AWARDS 2014

FUND MANAGER
Milltrust International Group

INNOVATIVE CLIENT SOLUTION – EDITOR’S AWARD
Milltrust International Group

For a full list of winners,?click here.

Simon Hopkins accepting WB Singapore Awards?

REAL ASSETS AN ALTERNATIVE IN HUNT FOR YIELD, FORUM TOLD

The search for yield has driven more institutions to seek unlisted real assets, particularly investors that can handle the asset class?s illiquidity, said panellists at the?AsianInvestor?Asian Investment Summit this week in Hong Kong.

Competition to acquire […]

MILLTRUST ASEAN FUND – THAILAND AND INDONESIA UPDATE – MAY 2014

We expect some short-term weakness in the Thai stock market as foreigners should be big sellers, although they are already net sellers of the Thai market YTD. However, local investors are generally positive on the […]

SHINY SUITS LOSING OUT TO THE MACHINES – BUT CAN THIS REALLY BE THE ONLY CHOICE?

This year’s 9th AsianInvestor Institutional Conference was held in Hong Kong this week at the swish Ritz Carlton Hotel . It was dominated by presentations by some of the larger global asset managers. Correspondingly, Cerulli […]

MILLTRUST INDIA FUND – MARKET OUTLOOK – APR 2014

Highlights of?Milltrust India Fund?Conference Call held on Friday 25th of April 2014.

Macroeconomic Picture:

High?Inflation?and low?GDP?rates?have taken their toll on the Indian markets in the last 6 months. Inflation has now been cooling and should come down […]

DISTRESSED IRISH REAL ESTATE OPPORTUNITY

Ireland has successfully exited from its emergency funding programme, government borrowing cost are back below 3.5% and forecast GDP growth for 2014 is 2.5%. Ireland is now ranked as the number one place to invest […]

MILLTRUST UPDATE ON THAILAND

The removal of former Thai PM Yingluck Shinawatra from office is another development in the political stalemate that plagues Thailand.

Summary:

Thailand?s constitutional court dismissed former Thai PM Yingluck Shinawatra on 7 May 2014
The implication for Thailand […]

MILLTRUST ADVISOR APPOINTED TO THE BOARD OF ELDERS

ELDERS has found reinforcements for its two-man board that chairman Mark Allison said would pave the way for the company to appoint a new chief executive.

NSW cattle farmer and former SG Warburg investment banker James […]

MILLTRUST EMMA FUNDS – AWARDS FOR MARCH 2014

We are pleased to announce that 3 of the Milltrust EMMA Funds?have been awarded?BarclayHedge Awards for March 2014:

Milltrust Latin America Fund (5th place in Latin America category)
Milltrust Brazil Fund (3rd place in Latin America category)?
Milltrust […]

LOW GROWTH, HIGH RETURNS ? WHY GDP GROWTH DOES NOT NECESSARILY MAKE MARKET RETURNS

Nations with a fast-growing GDP are extremely attractive to foreign investors. Quite apart from the undoubted benefits of diversifying an investment portfolio internationally, the prospect of a newly wealthy population eager to compound their economy […]

COLLER CAPITAL BAROMETER

According to Coller Capital’s twice yearly barometer, 24 percent of the 113 private equity LPS polled planned to increase heir exposure to African over the next 2 to 3 years.

TURKEY INVESTOR ROUNDTABLE

The event is a unique opportunity for global investors to hear Garanti Asset Management?s Chief Investment Officer and senior management sharing their thoughts on Turkish Capital Markets, investment opportunities and recent developments.

On the same day […]

MILLTRUST EM FUNDS REPORT STRONG PERFORMANCE IN FEBRUARY 2014

LatAm +0.69%, Brazil +4.60%, Greater China -1.92%, ASEAN +4.37%, India +3.11%

For more information, click here

AGRICULTURE OPPORTUNITIES IN PARAGUAY, PERU AND ARGENTINA

Pyers Griffith, Senior Investment Advisor at Milltrust International
Why are investors deploying agriculture strategies in these less developed private equity markets Senior Investment Advisor at Milltrust International, Pyers Griffith, speaks with me below about why they […]

MILLTRUST INTERNATIONAL GROUP SHORTLISTED FOR THE FAMILY WEALTH REPORT AWARDS 2014

Milltrust International Group, one of the UK?S foremost asset managers has been shortlisted for the WealthBriefing European Awards 2014, Risk Management category.

Showcasing ?best of breed? providers in the global private banking, wealth management and trusted […]

CHINA: FUNDS ON THE EDGE

Liu Yijun runs the most successful, oldest and biggest hedge fund that almost no one has ever heard of: Prime Capital Management.

From offices high in a gold-coloured Shanghai tower, the highly secretive manager controls more […]

THE FUTURE STILL BELONGS TO THE EMERGING MARKETS

In 1996 a friend of mine called Jim Rohwer published a book calledAsia Rising. A few months later, Asia crashed. The financial crisis of 1997 made my colleague?s book look foolish. I thought of Jim […]

THE EM ETF: AN EXCHANGE-TRADED FARCE?

Quite a few people seem to?dislike?a column I wrote earlier this week?on exchange-traded funds and their role in the emerging market sell-off. So let me offer a little extra data that was not in the […]

EMERGING MARKETS ARE BADLY SERVED BY ETFS

Money is flowing out of the emerging markets. A debate is raging over whether this is the fault of the US Federal Reserve, which has effectively encouraged investors to bring their money back home.

That debate […]

MILLTRUST LAUNCHES MAI

Check out our short film?http://www.youtube.com/watch?v=ttlI3SFlPYQ&

Milltrust is focused solely on the opportunities presented by emerging markets demographics. We are launching MAI (Emerging Markets Land Opportunities SPC), to permit institutional investors to select direct investments through a […]

MILLTRUST’S CHINESE NEW YEAR COMMENTARY 2014

I have been reflecting on 2013 and have accumulated a number of key observations from the year which may be of some value in assessing how to invest in 2014 or simply be of interest […]

MILLTRUST SHIPPING OPPORTUNITY

The shipping industry notoriously under and over-shoots the global economy. As we pull out of the global recession, handy-sized container ships can be purchased today at little more than their scrap value, and way below […]

MILLTRUST’S EMERGING MARKETS FUNDS STAND OUT FROM CROWD IN STRONG DEBUT

Milltrust International?s first three regulated UCITS funds launched on their managed accounts platform, EMMA (Emerging Markets Managed Accounts plc), have come out of the blocks at a blistering pace, delivering stellar returns which have also […]

INTRODUCING MAI

The world is changing. The global population is expanding fast. The post crisis environment has opened the door to new investment opportunities focused on providing the world with the necessities of life – food, energy, […]

INVESTING IN REAL ASSETS THE WAY FORWARD

Simon Hopkins, Chief Executive of Milltrust International talks about generating real return, hedging against inflation and his approach to 2014. He was in town recently for the ASEAN Wealth Management Summit.

Click here to stream Podcast

Click […]

THE DEFENCE AND NATIONAL REHABILITATION CENTRE

The?Defence and National Rehabilitation Centre (DNRC)?project is a remarkable initiative by the Duke of Westminster.? He served 40 years in the British Reserve forces and has witnessed the price paid by many members of the […]

HEDGE FUNDS FACING SHAKE-UP IN WAKE OF MADOFF SCANDAL

THE Irish fund administration sector is set for a major shake-up as hedge funds adapt to the post-crisis, post-Madoff era, according to new research.

The study by State Street surveyed 400 hedge fund managers in?North America, […]

LONDON LUNCH INVITATION WITH VALUE PARTNERS

Milltrust International and Value Partners are delighted to invite investors to a Private?”Investor-Only” Lunch Presentation?with?Alan Wang, Senior Fund Manager and Head of Research (Shanghai) at Value Partners, and one of the key investment professionals supporting […]

WORLD AGRI-TECH INVESTMENT SUMMIT

Milltrust International is proud to support The World Agri-Tech Investment Summit, inLondon on October 1st -2nd.

Agri-Tech represents one of today’s most exciting investment opportunities and this summit will identify how to access this market- with […]

HEDGE FUND MANAGED ACCOUNTS GET SERIOUS ATTENTION

Large pension funds like the $259.8 billion?California Public Employees’ Retirement System?are considering a move to a managed account investment structure.Managed account providers and industry observers report a surge in interest from corporate and public pension […]

MILLTRUST INVITATION TO LUNCH PRESENTATION WITH BTG PACTUAL

Milltrust International and BTG Pactual are delighted to invite prospective investors to a Lunch Presentation on Friday 30th of August in London (West End)?with Joao Scanduizzi, Chief Strategist at BTG Pactual Asset Management?which manages the?Milltrust […]

OUTLOOK FOR MEXICO – JULY 2013

Scott Piper, Potfolio Manager of the Milltrust Latin America Fund, shares his outlook for Mexico

DATE: 15 Aug 2013

The short-term outlook for Mexico remains about a cyclical recovery from the soft patch the economy experienced in […]

WILL THE HK-CHINA PLATFORM POSE A THREAT TO SINGAPORE?

The Hong Kong-China mutual fund platform has been touted as a game changer for Hong Kong?s fund industry, potentially attracting more managers to set up Hong Kong fund structures as cross-border vehicles. But how will […]

THE DANGERS OF USING ETFS IN EMERGING MARKETS

Ahead of my upcoming talk at the?Exchange Traded Funds Asia?event in Hong Kong, where I will be discussing whether?actively managed ETFs can outperform interest in traditional ETFs, here are seven resons why I believe managing […]

EM MANAGER PLATFORM, MILLTRUST INTERNATIONAL, SUGGESTS MANAGED ACCOUNTS CAN REDUCE RISK OF EXPOSURE TO INSIDER TRADING AND MALPRACTICE

The recent charges at SAC Capital (“U.S. charges SAC Capital with insider trading crimes”) once again serve as a reminder that insider trading and other egregious practices are commonplace in the asset management world. Investors […]

HOW THE MILLTRUST MANAGERS ARE PLAYING THEIR REGIONS

LATIN AMERICA (Ita? Asset Management)

The manager of the Milltrust Latin America Fund remains constructive on Mexico despite the country falling victim of a slowdown in GDP due to the new government and lower spending. The […]

MILLTRUST INTERNATIONAL GROUP SHORTLISTED FOR BEST ALTERNATIVE ASSET MANAGER ASIA 2013 BY WEALTHBRIEFINGASIA

Judges for the WealthBriefingAsia Awards 2013 have produced a shortlist of individuals and firms considered outstanding examples in a swathe of categories.

The awards, designed to honour best practice and outstanding contributions in the industry, are […]

A NOTE ON THE INDIAN RUPEE – LIGHT AT THE END OF THE TUNNEL:

Based on a recent report from Standard Chartered, INR pessimism appears overdone. There are number of reasons supporting this view. Indeed, the economic backdrop is not as weak as in H1-2012 ? the key differences […]

AN UPDATE ON INDIAN MARKETS

In March, some key positive developments were counter-acted by some negative macro-events. On the positive side, India?s headline inflation and growth at a 3 year low allowed RBI to focus on growth and cut the […]

OPPORTUNITIES IN THE PHILIPPINES

The Philippines has for years been seen as something of a backwater of the South Asian region, Failing to participate in the Asian miracle, with a reputation for graft and corruption. Up until the election […]

POWER TO THE PEOPLE!

The recent arrests at GLG, part of the Man Group, once again serve as a reminder that insider trading and other egregious practices are commonplace in the asset management world. Investors should reject firms that […]

MILLTRUST LISTED IN THE HEDGE FUND HOT 100

There are a lot of lists of hedge funds and hedge fund related business. Usually and appropriately for an absolute return concept, the lists are usually about absolute size. ?Who is the Daddy?? tends to […]

MILLTRUST ADDS SINGAPORE’S LION GLOBAL INVESTORS TO UCITS MANAGED ACCOUNT PLATFORM

Opalesque Industry Update – Milltrust International, the UK and Singapore-based emerging markets platform, has added a Southeast Asia focused fund to its recently launched suite of?UCITS IV?funds as it aims to build a full emerging […]

MILLTRUST?S PLATFORM REPORTS POSITIVE PERFORMANCE

The first three funds on Milltrust?s ?best of breed? emerging markets UCITS platform last year have reported positive performance.

Emerging Markets Managed Accounts (EMMA), the Dublin-based UCITS umbrella from Milltrust International, was established with State Street […]

MILLTRUST EMMA FUNDS OFF TO FLYING START

Newly launched managed accounts program, EMMA (Emerging Markets Managed Accounts Plc), the Dublin-based UCITS platform of Milltrust International, has come out of the blocks at a scorching pace, delivering stellar returns which have also proved […]

VIETNAM ? TRAVELS ON MY SCOOTER

Eclipsed by Myanmar and other more fashionable frontier stories, Vietnam appears to have fallen off most investors’ radars in recent years but having spent the last couple of weeks traveling around the country again, and […]

THE EAST AFRICAN BOOM

Having spent my youth in Nairobi ? the ?East African capital? as it has frequently been referred to – I have made it a point to visit the motherland at least once a year. This […]

LATIN AMERICA AND ASIA UPDATE

This month Simon Hopkins joined Pyers Griffith in Latin America’s Chile, Peru, Paraguay and Argentina to gauge the investment climate first hand and visit a number of investment opportunities for MAI, our Emerging Markets farmland […]

A FRESH APPROACH FOR INVESTMENT OPPORTUNITIES IN EMERGING MARKETS

Family offices around the globe are increasingly aware of the growth that is coming from the developing economies of the world. Against a bleak backdrop of anaemic growth in the West, combined with fiscal deficits […]

LATIN AMERICA AND ASIA UPDATE

This month Simon Hopkins joined Pyers Griffith in Latin America’s Chile, Peru, Paraguay and Argentina to gauge the investment climate first hand and visit a number of investment opportunities for MAI, our Emerging Markets farmland […]

MILLTRUST ADDS INDIAN EQUITY MANAGER TO ITS MANAGED ACCOUNT PLATFORM

Milltrust International, the UK and Singapore-based emerging markets platform, has added a fourth manager to its recently launched?suite of UCITS IV funds?as it aims to build a full Emerging Markets offering using best of breed […]

MILLTRUST IN INDONESIA

I have just come back from a whistle-stop tour of Jakarta and its environs in the company of our Thai-based colleague, James Cotton, and the Jakarta-based fund manager, HB Capital Partners. Whilst my passport is […]

TOP SEVEN REASONS TO INVEST IN THE MILLTRUST EMMA FUNDS

Now that the first range of Milltrust’s Emerging Markets Managed Accounts Funds have launched, investors sometimes ask us ?Why one would buy the fund from Milltrust when they can invest with the manager directly??.

Whilst one […]

MILLTRUST AGRI-BUSINESS UPDATE

Milltrust is building a globally diversified EM land opportunities fund, focusing primarily on farming assets. We have originated world class opportunities in dairy (in New Zealand, backed by one of the largest European government pension […]

WHY SINGAPORE MUST CHAMPION ASEAN ASSET MANAGEMENT

The institutional investment world is waking up to the reality of the Global Financial Crisis (or GFC) which drags on interminably. We look to our newspapers on a daily basis to see if some quick […]

MILLTRUST INTERNATIONAL SELECTS INFRAHEDGE TO LAUNCH EMERGING MARKET MANAGED ACCOUNT PLATFORM

LONDON, August, 2012 – InfraHedge, a managed account infrastructure platform and a subsidiary of State Street Corporation (NYSE: STT), announced today that it has been chosen by Milltrust International Group for the launch of its […]

MILLTRUST OFFERS MORE EMERGING MARKET UCITS FUNDS

Singapore-headquartered emerging markets specialist Milltrust International has launched a range of?Dublin-based UCITS funds?and is looking to offer several more in September.

The first three of those funds, namely the?Greater China, Brazil and Latin America funds, were […]

MILLTRUST ADDS FIRST HEDGE FUNDS TO EMERGING MARKETS PLATFORM

Milltrust International, which launched an emerging markets hedge fund platform last year, has added its first three funds. They provide access to Brazil, Latin America and Greater China equities.

Milltrust International Group has added the first […]

MILLTRUST LAUNCHES ?BEST OF BREED? EMERGING MARKETS MANAGED ACCOUNT PLATFORM

It’s been a busy 18 months for Milltrust International Group, one of Singapore’s newest asset management businesses. Established in January 2011, just a month after founder?Simon Hopkins?arrived in the Lion City having sold his previous […]

OUTLOOK FOR MEKONG FARMING BRIGHTENS

The Mekong subregion has great potential to pay high returns on long-term investment in agriculture and related businesses, say investors. Regional support facilities and a growing population can serve as entry points for many businesses, […]

EMERGING ALLOCATIONS

How has the way investors view emerging markets hedge funds changed since the financial crisis?

The asset management world may not have entirely woken up to this, but the world has changed in the wake of […]

MILLTRUST MAKES KEY HIRE, AS EMERGING MARKETS MANAGED ACCOUNTS (“EMMA”) BUSINESS DEBUTS IN NORTH AMERICA

Milltrust International Group has announced the appointment of Wayne Kilbourne, CFA who joins the firm as Managing Director from Fabien Pictet and Partners (FPP) to drive Milltrust’s North American business development and client servicing efforts.

Milltrust […]

BENCHMARKED INVESTING

It is a well-known fact that global consultants are fixated with benchmarking. Despite their continued insistence however, managing money to a benchmark in the Emerging Markets (EM) is both mistaken and highly risky. Here are […]

HOPKINS RE-EMERGES AS FOUNDER OF MILLTRUST INTERNATIONAL GROUP… MILLTRUST ACQUIRES THINK ALTERNATIVE ADVISORS

Simon Hopkins, founder of Fortune Asset Management which was sold to Close Brothers in 2006, has re- emerged as the founder of Singapore-based Milltrust International Group.
The emerging markets investment platform focuses on Asia, Africa and […]

EMERGING MARKETS PLATFORM LAUNCHES IN SINGAPORE

Ignites Asia, a Financial Times Company

A team of alternative-investment veterans has launched a new platform, Milltrust International Group, to connect institutional investors globally with handpicked asset managers across Asia, Latin America and Africa.

The Singapore-based venture […]

BRIDGING ASIAN INSTITUTIONS AND WESTERN INVESTORS

Inside Investor Relations, a publication of Cross Border Ltd
Former CEO of Fortune Group pioneers new model for offshore fund management, underwritten by State Street
Simon Hopkins, former CEO of the Fortune Group, is a man on […]

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