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Investor Insights Podcast #36 – Tom Naughton, Chief Investment Officer, Prusik Investment Management

In Episode #36 we were joined by Tom Naughton, Chief Investment Officer (CIO) and Managing Partner of Prusik Investment Management, the independently owned boutique fund management company which was founded in 2005 and specialises in Asian equities. Tom joined the company in 2010 to launch the Prusik Asian Equity Income Fund. Episode timestamps: 00:00 Introduction 02:16 Guest bio and fund summary 03:33 Book/article recommendation 05:45 Investment approach 08:24 India 12:37 China and Hong Kong 19:01 Opportunities in South East Asia 22:31 The macro backdrop 24:55 Highest conviction areas 26:50 Disclaimer and risk warnings In each episode of our Investor Insights Podcast we will be interviewing portfolio managers from across the investment industry to gain from the expertise in their specialist areas and to question them on the topical issues. Please get in touch via [email protected] for more information on any of the subject matter discussed in this episode, to suggest future topics for discussion or for further details of the services offered by Killik & Co. This podcast is not personal advice. This material is intended for educational purposes only and is not investment research or a recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. Some of the views expressed by our guest speakers may not be representative of our own views. The value of your investments can rise as well as fall and you could get back less than you invested. Past performance is not a guide to future performance. The investments referred to in this Podcast may not be suitable for all investors and you should seek advice from a qualified investment adviser. Killik & Co is authorised and regulated by the Financial Conduct Authority (FCA).