Our Strategy & Funds


Asian public equities represent a large universe, accounting for approximately 40% of all globally listed companies. This large universe of stocks is under-researched relative to Western markets. There are also large disparities in growth, business quality, and corporate governance within the region which leads to a high dispersion of stock returns. This provides a favorable environment for fundamental stock-picking.


Our unique idea sourcing and research approach allows us to efficiently identify compelling investments in a large universe of Asian equities in a highly disciplined and repeatable process. 

We manage a pan-Asian hedged equity fund and a Vietnam long-only equity fund.

Truck Capital Master Fund Ltd

Truck Capital Vietnam Opportunity
Master Fund, Ltd