Our Ideas

What we picks.

  • TMT (Technology, Media, Telecom)
  • Infrastructure, clean energy
  • Healthcare
  • Retails
  • Food producers
  • Consumer staples
  • Specialize industrial
  • Urbanization & middle class

Our Fund

Itsaree Global Fund

If you finding a global fund with concentrated portfolio & bottom up idea it's suitable for your investing.

The problems

  • More stocks in portfolio with ordinary return.
  • Higher fee.
  • Higher watermark with low return.

Our solutions

  • High growth with reasonable price & ratios.
  • Future thematic investing.
  • Concentrate portfolio & diversified.
  • More AUM, less fee.
  • Focus on performance.

Fund focus on

  • High growth with reasonable price & ratios.
  • Future thematic investing.
  • Concentrate portfolio but diversified.
  • Qualitative 60% Quantitative 40%
  • Low turnover.

Contact: [email protected] for more information about this fund.

Our Portfolio & Performance

Itsaree Global Fund

Update 20/06/2017

Our investment

  • Healthcare in South East Asia
  • Food producers in Europe
  • Fashion retail in Europe

About

picture by Fabian Blank

Itsaree, we concentrated on one fund. Believe on thematic and bottom up investing idea for awesome performance. It's redefine your investing for you.

ที่อิสรีย์เราให้ความสำคัญกับกองทุนแค่กองทุนเดียว เราเชื่อในเรื่องธีมการลงทุนในอนาคตและมุมมองในการลงทุนจากล่างสู่บนในการหาหุ้นที่ดีเพื่อผลตอบแทนที่ดีที่สุดสู่ลูกค้า