Ellis Munro Asset Management
Backed by substantial, experienced private investors Ellis Munro is an Asian investment company established in August 2011, with backing from Northill Capital (a highly regarded investor in asset management businesses). Continuous multi-year track record Ellis Munro is an investment manager of a fund established through the transfer of the existing Asian assets from our founding clients'
Backed by substantial, experienced private investors Ellis Munro is an Asian investment company established in August 2011, with backing from Northill Capital (a highly regarded investor in asset management businesses). Continuous multi-year track record Ellis Munro is an investment manager of a fund established through the transfer of the existing Asian assets from our founding clients' separate managed account. As such we maintain a continuous track record from July 2009. High conviction Ellis Munro manages a concentrated long/short portfolio of equities (c20 positions). We seek excellent businesses trading below their assessed long-term intrinsic values for our long positions. Where we come across companies that are poor businesses and trading at a significant premium to their fair value, we will initiate an opportunistic short position. Our typical investment horizon is 3-5 years and the portfolio has low annual turnover. Long-term Ellis Munro's competitive edge lies in its highly detailed deep-dive research process and long-term investment horizon. Hence, the clients we accept should not be influenced by short-term performance metrics.
Address: #29-06 Samsung Hub, 3 Church Street, Singapore 049483
Phone: +65 6645 9488
FAX: +65 6645 9499
