The Milltrust ASEAN Fund aims to provide long-term capital growth by investing in listed securities in South East Asia. The team employs an actively managed, high conviction value approach combined with a top-down thematic focus on sectors and stocks that will benefit from the long-term secular economic growth of the region. The strategy combines a top down thematic research with fundamental bottom up investments to build out a high conviction and concentrated portfolio of 30-50 positions across South East Asia.

Investment Manager:
Lion Global Investors is one of the largest asset managers in Asia with $25bn in AUM. The firm is part of the OCBC group, which also includes OCBC Bank, ranked the world’s Strongest Bank Over recent years, the firm has taken proactive steps to fulfill its ambition of becoming a world- class homegrown asset management firm with international-standard best practices.

The Milltrust ASEAN Fund is led by Gerard Lee and Alan Tan, and supported by over 50 professionals; Lion Global Investors has one of the largest and most experienced investment teams in Asia. A true Asian specialist, the team manages one of the few dedicated South East Asia funds and has won numerous performance awards over the years.


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