We utilize a fundamental value investment process. We invest in companies where operations in Asia are the primary drivers of shareholder value. While our investment philosophy remains consistent, our positioning is dynamic and allows capital to flow to the best ideas across the region. Our targeted investors are endowments, family offices, foundations, and pension funds.
Joel Werner comments on the upcoming Indian general elections in April-May and how Solitude Capital will approach opportunities
Indian markets will be driven by participation from domestic institutional investors going ahead given that there is significant room to grow for domestic participation into equities
IIFL did very well for us especially the first half of ’16…I think there is great opportunity as it separates in the three separately listed operating companies.
Solitude Capital Management’s strategy is to invest in companies that have a market capitalisation between $500 million and $5 billion
Originally published on CNBC TV18 Investment firm Solitude Capital Management believes there are opportunities in Indian consumption space. Joel Werner, CIO of…
The Stanford Club of Hong Kong is proud to arrange a fireside chat with Joel Werner, founder and CIO of…
With Solitude Capital’s hedge fund up 57% this year, Partner Joel Werner discusses why they avoid stocks vulnerable to a macroeconomic shock.
Werner led his hedge fund to a 51 percent gain this year through July to rank among Asia’s top-performing hedge funds, while largely steering clear of Chinese technology giants powering gains at peers.
Joel Werner, who runs an Asia equity fund at Solitude Capital Management, discusses operating overhead.
