Jun 27, 2017
In this comprehensive outlook for Asian equities, Tom Naughton, fund manager of the multiple Lipper Award-winning, Prusik Asian Equity Income Fund, considers the impact of geopolitical events in Asia, the reliability of Asian dividends and the quality of the Asian stock universe.
He also outlines what portfolio characteristics investors can expect from his fund and discusses some of his preferred portfolio positions.
Tom is speaking with Jake Moeller, Head of Lipper UK & Ireland Research at Thomson Reuters in London on June 14, 2017.
About Tom Naughton
Tom joined Prusik as a partner and fund manager of the Prusik Asian Equity Income Fund in 2010. Prior to that he, was a founding member of PMA, a multi-strategy hedge fund focused on Asia ex-Japan.
At PMA, Tom was responsible for launching the company’s equity division in July 2002, and built one of the largest Asian-ex Japan long/short operations running US$1.7 billion in assets under management at its peak.
Tom developed a research based, value biased approach to identify mis-priced securities in the Asian equity markets whilst supervising a team of 11 analysts and traders focused on long/short, event driven, quantitative and volatility arbitrage trading.
Prior to PMA, Tom worked at the Universities Superannuation Scheme Ltd (UK) from 1994 to 2002 where he was a portfolio manager for Pacific equities.
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