Hedge Funds

Long-term bets pay off for NT Asian Discovery team

by

NT Asset Management's focus on small-cap firms mostly ignored by bigger asset managers has generated a steady buzz among investors

Kenneth Ng
John Thompson
Bangkok-based NT Asset Management has generated a steady buzz among investors for its equity strategy focused on small-cap companies across the region with a special emphasis on ASEAN markets. Kenneth Ng, portfolio manager of the $400 million NT Asian Discovery Fund, says their success is tied to deep fundamental research zero-ing heavily in on highly promising companies mostly ignored by bigger asset managers

When ex-Macquarie buy-side analysts Kenneth Ng and John Thompson established NT Asset in 2006, they initially considered setting up shop in Hong Kong or Singapore.