Investor Summary

Founded in 2019 by Pratyush Rastogi, Farrer 36 Asset Management is a Singapore-based asset management firm regulated by MAS, serving accredited investors through concentrated equity strategies. The firm launched its flagship Farrer Wealth Managed Solution on July 1, 2021, employing a patient capital approach with 12-20 high-conviction positions. Despite experiencing significant underperformance since inception with cumulative returns of approximately -45%, the firm maintains its long-term fundamental research approach. The company operates with complete fee alignment to client interests and maintains transparency through public research publication on their Substack blog, though research is only published months after client implementation.

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Fund Strategy

Farrer 36 focuses on long-biased equity solutions with differentiation through time horizon, aligned incentives, and patient capital. The Managed Solution is a discretionary long-biased equity portfolio created with a bottom-up approach, typically holding 12-20 assets based on deep fundamental research with a target investing horizon of 3-5 years. The firm emphasizes company culture research for multi-year investment horizons, focusing on cost management, decentralization/ownership, and honesty/transparency. Their investment decisions are sector- and geography-agnostic, based on fundamental analysis of companies undergoing transformation or experiencing temporary valuation dislocations.

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FUND PERFORMANCE AS OF

ANNUALIZED SINCE INCEPTION QUARTERLY YTD
-15.13% - -