Investment Overview
Strategy Description
Eastlight offers core exposure to the structural growth of Asia with a proven investment discipline: value, and complemented with a targeted systemic tail-risk hedging.
We implement our alpha generation through:
- CORE Intelligent Value. Capturing all three sources of stock return: growth, revaluation and dividend
- OPPORTUNISTIC Special Situations. Deep value, shorts, stubs, pairs, holdco arbitrage, spin-offs