4Q 2022 Commentary
31 January 2023
Over the past three years the RVC Emerging Asia Fund (“Fund”) returned +15.7% versus the MSCI ASEAN -18.2%. In 2022, the Fund returned -19.9% versus the MSCI ASEAN -7.1%.
Ross & Van Compernolle
Ross & Van Compernolle is an independent investment manager. We specialise in a sustainable approach to investing in listed small to mid-sized capitalisation companies within the ASEAN region. We seek long term capital appreciation on behalf of our investors. Our vision is to be a trusted partner for our investors and for our client relationships to span generations.
For more details of our Investment approach
The ASEAN Market
largest labour force in the world after China and India
a combined population of
> 600 mn
A Doubling in consumer household