Pangolin Asia Fund

About The Fund

The Fund invests primarily in listed securities of companies which, in the view of the Investment Manager, are trading below their true and realisable value. Stock selection is based on a bottom-up approach and is supported by fundamental research and company visits. The Investment Manager places a high emphasis on management quality, cash-flow, pricing power, returns on equity and capital, earnings history and the treatment of minorities.

At all times, we seek to identify value. This often entails investing in out-of-favour companies, industries and markets, and such investments can remain unpopular for some time. The typical investment horizon is 3-5 years although it may be sold earlier if an investment appreciates within that time period to its perceived value.

Fund Information

Structure and key terms

Performance Data

Monthly performance since inception


Monthly newsletters and other updates


In-person and radio interviews