Ellerston Asian Investments Limited (ASX: EAI) is a concentrated, high conviction, growth orientated portfolio which is benchmark independent by country, sector and security. It invests in highly liquid names throughout Asia. The highly experienced team takes an active top down and bottom up approach to portfolio construction.

The core thematics underpinning the growth opportunities within the portfolio that the team are aiming to exploit, include the rising Asian consumer, digital disruption in Asia, structural reform in India and the capital market liberalisation in China.

• Portfolio of 20-50 high quality, high growth, large cap Asian companies.
• Managed by team of dedicated Asia specialists who have diverse sector and geographic expertise and extensive on the ground investment experience.
• Distinctive high conviction, benchmark independent approach.
• Unique, proprietary and multi-step approach to ESG that is embedded throughout the investment process and is measured against the benchmark.
• Significant harm sectors including controversial weapons and tobacco are screened out, as are other sectors including nuclear energy, coal, palm oil production, gambling and pornography.

Blends macro insights with investable long-term themes and company analysis within a highly disciplined, repeatable investment process. Unique, proprietary and multi-step approach to ESG that is embedded throughout the investment process and is measured against the benchmark.