Investor Summary

The fund is managed by Gancanapol (Pon) Van Compernolle, Managing Partner since 2015, who holds academic credentials from the University of San Francisco and The University of Sydney. Van Compernolle brings extensive regional expertise through multiple board positions including Chairman of L.V. Technology Public Company Limited and previous Vice President roles at InnovestX Securities and Merchant Partners Securities. Daniel Ross serves as Co-Founder and Chief Investment Officer & Head of Sustainability, overseeing the ASEAN-focused investment strategy and ESG integration. The management team demonstrates deep understanding of Southeast Asian capital markets with proven ability to generate alpha through various market cycles and economic conditions.

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Fund Strategy

Ross & Van Compernolle specializes in sustainable investing in listed companies within the ASEAN region, seeking long-term capital appreciation on behalf of their investors. Their vision is to be a trusted partner for investors with client relationships spanning generations. The firm focuses on small to mid-capitalization companies using sustainable investment criteria and active portfolio management. They employ tactical sector and geographic allocation adjustments based on market opportunities and maintain disciplined profit-taking strategies. The investment approach emphasizes deep regional expertise and understanding of ASEAN market dynamics while integrating ESG considerations throughout the investment process.

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FUND PERFORMANCE AS OF 31st December 2024

ANNUALIZED SINCE INCEPTION QUARTERLY YTD
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