June 27, 2017

Fund Manager Chat: Tom Naughton – Prusik Asian Equity Income Fund

Jake Moeller

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.

Running Order

Tom is speaking with Jake Moeller, Head of Lipper UK & Ireland Research at Thomson Reuters in London on June 14, 2017. He also discusses the soft closure of Tom’s fund with Mark Dwerryhouse, sales director at Prusik.

Further analysis on this fund can be found with a previous Fund Manager Briefing.

About Tom Naughton

Tom joined Prusik Investment Management 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.

Tom Naughton, fund manager, Prusik Investment Management. Photo courtesy Prusik IM.

Tom Naughton, fund manager, Prusik Investment Management. Photo courtesy Prusik IM.

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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This material is provided for as market commentary and for educational purposes only and does not constitute investment research or advice. Thomson Reuters cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided in this publication or from any other source mentioned. Please consult with a qualified professional for financial advice.

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