INVESTMENT STRATEGY

Our investment team has an established track record of identifying local managers across China, India, and Southeast Asia that aren’t widely known by investors outside their home countries. In many cases, we have been amongst the first foreign investors into many of these managers.

Our investment strategy consists of the following:

MANAGER SELECTION

We seek locally-based managers whose on-the-ground presence, comprehensive market knowledge, deep industry and government relationships, and ability to independently evaluate the companies in which they invest give them a competitive advantage in the inefficient capital markets of Emerging Asia. Our rigorous manager research selection process enables us to source managers who excel at identifying top performing companies that the markets misunderstand, mis-value or ignore.

ALLOCATION STRATEGY

We actively manage allocations in two areas.

First, we vary exposure to the three regions (China, India, and Southeast Asia), increasing or decreasing exposure based on our view of the opportunities in those regions. Our allocation decisions are based on underlying manager outlooks, frequent travels to the region and real-time data from our extensive Asian network. Our portfolio positioning is often contrarian.

Second, within each region, we vary allocations to different investment strategies based on market conditions. When market valuations are compelling and we believe there is more upside potential than downside risk, we overweight more aggressive long-biased or long-only strategies that should perform better in rising markets. Conversely, when markets appear overpriced, we shift to more conservative long/short and absolute return strategies.

DIRECT INVESTMENTS

We selectively invest in compelling direct investment opportunities. These may include investing alongside our managers in their most attractive positions, in less liquid vehicles, and in the management companies of our managers.

DISCLOSURES: An investment in The Asius Fund I, LLC, The Chinus Fund, LLC, or The Indus Fund, LLC (collectively and singly “Fund”) will be subject to a variety of risks which are described in each Fund’s Offering Documents. This document is for informational purposes only and does not constitute an offer of investment advisory services by Chinus Asset Management, LLC (“CHAM”), nor an offering of member interest in any Fund; any such offering will be made solely pursuant to the particular Fund’s Offering Documents.

As with any investment vehicle, PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS. No assurance can be given that any of the Funds will achieve their investment objective or any particular level of returns. An investor may lose money by investing in any of the Funds. Performance numbers are net of all fees and expenses. Index information are included for illustrative purposes. The MSCI indices shown are the price index and therefore do not reflect the reinvestment of dividends and other earnings. The investment strategies and risk characteristics of a Fund may be substantially different from those of an index.

The information contained in this website are proprietary to CHAM and are being provided to you on a confidential basis. All reasonable efforts were used to gather and provide accurate and complete information; there is no warranty or representation of accuracy or completeness, and we are not responsible for errors or omissions. Disclosure of the information contained in these materials to any person, other than to your professional advisors who need to know such information and who are obligated to keep such information confidential, is strictly prohibited.

Strategy

INVESTMENT STRATEGY

MANAGER SELECTION

ALLOCATION STRATEGY

DIRECT INVESTMENTS