Newport Asia LLC

Overview

Newport Asia LLC is an independently owned investment management firm focusing on long-only investments in Asia's equity markets. The firm serves as the general partner and investment adviser to several Newport Funds, including the Growth & Income Fund, Advisors Fund, Partners Fund, and Growth Fund. As of December 31, 2024, Newport Asia managed approximately $164.5 million in discretionary assets. The firm's principals have over four decades of experience in discovering and investing in Asia's highest-quality growth companies on behalf of prominent institutions, endowments, and family offices in the United States. Newport Asia employs a top-down/bottom-up investment strategy, concentrating on industries and companies with strong growth prospects and sound fundamentals. The firm's investment philosophy centers on long-term growth trends and high-quality growth companies in Asia. Newport Asia does not receive performance-based fees and exercises investment discretion on behalf of the Newport Funds. The firm has custody of client assets and provides quarterly fund holdings, monthly statements, and annual K-1s to investors. Newport Asia has a Code of Ethics in place to ensure fair and ethical practices, including restrictions on personal trading for employees. The firm votes proxies in the best interest of the Newport Funds and does not receive compensation for client referrals. Additionally, Newport Asia complies with regulatory requirements regarding financial information and does not charge fees in advance exceeding $1,200 per client.

Investment Focus

• Minimum net worth of $1.5 million to $5 million
• Minimum initial investment of $1,000,000

Portfolio Companies