Tantallon India Fund

The Tantallon India Fund is a fundamental, long-biased, India-focused, total return opportunity fund. The Fund invests with a 3-5 year horizon, identifying attractive investments based on fundamental research, within a concentrated portfolio (25-30 unlevered positions) which is market capitalisation/sector/capital structure agnostic.

Chief Investment Officer : Prem Manjooran

Inception : Sep 2015

Current AUM : US$ 33 million

YTD results :+19.0%

Lifetime results : +190.2%

Tantallon India Fund vs MSCI Pacific Free chart | Tantallon Capital

The long term growth potential in the Indian economy is encapsulated by the focus of Tantallon India Fund. With a clear long-biased focus, the investment team combines deep experience in the Indian market with a strong fundamental research background in identifying structural opportunities, business models with growth potential, management quality and value.

TANTALLON INDIA FUND REPORT

Tantallon India Fund Report, October 2024

The Tantallon India Fund closed down -4.09% in October, the largest drawdown since March 2020, with markets having to price in a massive rotation by foreign portfolio investors out of India into Chinese risk assets (following the Chinese stimulus announcements), significant new domestic equity issuance, ominous geo-political fracture points in the Middle East being reflected in higher crude oil prices, mounting uncertainty over the US Presidential Elections and its implications, local regulators actively curtailing retail participation in speculative options and futures trading strategies, and a tepid earnings season (given unseasonal flooding in several parts of the country and government spending being pushed by local election calendars into the second half of the fiscal year).

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Prem Manjooran

A word from the CIO

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Tantallon India Fund Details


Domicile/Corporate Structure:	Mauritius
Established	2015
Terms Currency:	USD
Minimum investment:	USD 1,000,000
Annual management fee:	1.5% 12.5% on annual returns in excess of 7.5% US$ hurdle rate compounding annually
High water mark:	Yes
Valuations:	Monthly
Subscriptions:	Monthly
Redemptions:	Monthly w 30 day notice, 25% gate

Service providers
Administrator:	Trident Trust Company (Mauritius) Ltd
Prime brokers/Auditors:	KPMG
Lawyers:	Maples & Calder Shearman & Sterling LLP Rajah & Tann Singapore LLP

Listings
Bloomberg:	TIF2015 KY Equity

Chief Investment Officer

Prem Manjooran

Director | Chief Investment Officer

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Fund Team

Harsh Saxena

Lead Research Analyst

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Nick Harbinson - Director
George Robinson - External Director
James Rutherford - External Director

Contact Us

137 Telok Ayer Street, #03-05
Singapore 068602

contact@tantalloncapital.com

+65 6327 3920

Disclaimer

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