Home Dr. Kohlhase Vermögensverwaltungsgesellschaft mbH

NESTOR Far East

Investment strategy

NESTOR Far East invests mainly in mid-cap stocks in Asian countries such as China, Indonesia, India and Australia. Fund managers Florian Weidinger and Thiam Kon Lim pursue a thematic investment strategy, regardless of the overall market environment. The focus is on long-term investment opportunities, mainly in mid-cap companies. Thematic investment opportunities include consumer goods and capital goods related to infrastructure in the growing major cities. The fund managers concentrate on companies’ valuation and corporate governance, visit them in person and conduct interviews with other investors. Depending on the market situation, the fund invests in a balanced manner across the entire region, with a special focus on emerging markets. The risk/return profile is based on a long-term horizon. Securities are only purchased if they are listed on an exchange or another regulated market that is recognised, open to the public and operates in an orderly manner.

The NESTOR Far East fund is available as unit class -B- and unit class -V-.

Fund manager

Florian Weidinger and Thiam Kon Lim have managed NESTOR Fernost and NESTOR China since April 2017.

Florian Weidinger lives in Singapore, where he launched his own company – Hansabay – in 2011. Having gained a BSc degree at London's City University, he went on to gain an MBA at the Stanford Graduate School of Business and an MS in environmental sciences at Stanford University in California. He has more than 12 years of experience of identifying, analysing, managing and processing holdings and exchange-listed investments in a variety of asset classes in Europe, Africa and Asia.  Now aged 35, he had worked as an M&A advisor and investment manager in London before setting up Hansabay.

Thiam Kon Lim managed the NESTOR Fernost and NESTOR China funds jointly with Florian Weidinger from 1 April 2017. He has been a Senior Fund Manager at Hansabay since November 2011 and can look back on a total of fifteen years of investment experience in Asia. He gained his Bachelor degree at Nanyang Technological University in Singapore. He then qualified as a Chartered Financial Analyst (CFA).
Now 39, he started his career at ING Investment Management, analysing portfolios, trading, and also working in marketing and administration. Before joining Hansabay, he managed several Asia ex-Japan equity portfolios and single-country mandates for Pheim Asset Management (PAM), one of the first independent asset managers in Singapore

The Nestor Fernost fund is up a strong +9.9% in Q1, outperforming the +6.5% increase in the…

Nestor Fernost fund is up +17.7% in Q4, outperforming the +13.4% in the Asia-Pacific ex-Japan…

Fund information

 Launch dateISINWKNBloombergCountry of Registration
unit class -B-19.01.1994LU0054738967972880NESFERN LXLuxembourg, Germany, Austria
unit class -V-01.07.2016LU1433074256A2ALWPNESFERV LXLuxembourg, Germany, Austria

Information

Sorry, most of our information material is only available in German language. If you are interested in a special document, please try the German versions below or give us a notice, so we can provide you with a translated version if available.

 MRKIIDOMARHR
NESTOR Far East fund -B-MBKIIDVPJBHB
NESTOR Far East fund -V-MBKIIDVPJBHB

MR = Monthly Report, KIID = KIID, OM = Offering Memorandum, AR = Report by year, HR = Report by halfyear 

Awards

PLEASE NOTE: The information provided above is classified as a promotion . Past performance is no guarantee of future performance. Performance is shown excluding costs (Buy/Sale/Hold). A list of the funds rewards and risks is enclosed in the factsheet. This and other sales documents can be found in sector “Information”. Please also read additional details here.