Tantallon Asia Impact Fund

The Tantallon Asia Impact Fund is a fundamental, bottom-up, proprietary research driven, Asia-focused total return Impact fund investing with a 3-5 year horizon in a concentrated (30-35 positions), market cap/sector/capital structure agnostic portfolio. We have actively sought to integrate an awareness of societal issues into our investment process, mapping rigorous financial analysis and an evaluation of sustainably profitable businesses, alongside a proprietary assessment of corporate commitment and capital allocation discipline to effect positive societal change. Our goal is to identify and invest in profitable businesses that intentionally prioritize sustainability, new product innovation, employee welfare, and product safety and efficacy standards, while fostering financial inclusion, diversity, and a commitment to corporate governance and accountability.

Chief Investment Officer : Prem Manjooran
Inception: Mar 2021
Current AUM : US$ 3 million
YTD results :+12.04%
Lifetime results : -20.77%
Sunrise | Tantallon Capital
Tantallon Asia Impact Fund vs MSCI ACWI chart | Tantallon Capital
The Tantallon Asia Impact Fund is a fundamental, bottom-up, proprietary research driven, total return Impact fund investing in growth opportunities across Asia. Our goal is to deliver superior long-term investment results by investing in a concentrated portfolio of 30-35 stocks, embracing data-driven analysis of sustainability, innovation, societal trends, and material environmental and governance initiatives in order to drive competitive product/service differentiation, and sustained profitability.

TANTALLON ASIA IMPACT FUND REPORT

Tantallon Asia Impact Fund Report, June 2024

The Tantallon Asia Impact Fund closed up +5.67% in June, with the fund’s exposure to Japan, India, and tech delivering on performance, even as the China ‘hope’ trade started to roll over, with the yen remaining under pressure, and investors seemingly oblivious to debate ‘shocks’, and ‘shock’ outcomes at the polls in India, Iran, France, and the UK, and the continued fracture points in Crimea, the South China Sea, and Gaza.

Tantallon Asia Impact Fund Details

Domicile/Corporate Structure:Singapore
Established2021
Terms Currency:USD
Minimum investment:USD 250,000
Annual management fee:1.0% (payable at the end of each quarter)
Valuations:Monthly
Subscriptions:Monthly
Redemptions:Monthly redemption schedule, with 30 day notice
Service providers
Administrator:IQ-EQ Services (Singapore) Pte.Ltd.
Prime brokers/Auditors:PricewaterhouseCoopers LLP Singapore
Lawyers:Eng and Co. LLC (Singapore)
Dechert (Singapore) Pte.Ltd. (US)
Listings
Bloomberg: TANTAIF SP Equity

Chief Investment Officer

Prem Manjooran | Tantallon Capital

Prem Manjooran

Director | Chief Investment Officer

Fund Team

Harsh Saxena | Tantallon Capital

Harsh Saxena

Investment Analyst

Tantallon Capital
Contact Us

137 Telok Ayer Street, #03-05
Singapore 068602