Seraya Investment - Investor Day 2025
An overview of the Panah & Pasiwali Funds, Asian macro, and investment case studies
This Insight is not investment advice and should not be construed as such. Past performance is not predictive of future results. Fund(s) managed by Seraya Investment may be long or short securities mentioned in this Insight. Any resemblance of people or companies mentioned in this Insight to real entities is purely coincidental. Our full Disclaimer can be found here.
On 5 March 2025, Seraya Investment proudly hosted its inaugural Investor Day for the Panah and Pasiwali Funds.
The event was attended by more than 30 distinguished guests, including shareholders, prospective investors, and industry professionals. Attendees gained valuable insights as the Seraya Investment team presented on the funds’ performance, strategy, and investment case studies.
Additionally, we were honoured to welcome Paul Cavey from East Asia Econ to deliver an engaging presentation on the macroeconomic landscape of North Asia. Paul painted a compelling picture of the macro backdrop and drivers that underpin our investment strategies.
Below, we share the video of the event in two parts. For those investors who would like to view the video recordings of the event, kindly email info@serayainvestment.com to request the password.
Part 1 - Overview of Portfolios and North Asian Macro
00:21 Opening Remarks by Hanim, Managing Director of AIMS Asset Management
04:32 Introduction to Andrew Limond, CEO and CIO of Seraya Investment
33:25 Introduction to guest speaker, Paul Cavey of East Asia Econ
34:38 Presentation on the macroeconomic outlook for North Asia by Paul Cavey
Part 2 - Investment Case Studies and Q&A
00:23 Introduction to Romain Rigby, Partner at Seraya Investment
22:58 Introduction to Varun Dutt, Investment Officer at Seraya Investment
Thank you for watching.
The Seraya Investment team
