Overview
Arohi Asset Management Pte Ltd (“Arohi,” the “firm” or “we”), a Singapore incorporated private
limited company, was founded by Baburaj Pillai in January 2006 (legal incorporation date) and started
operations in April 2006. Arohi holds a Capital Markets Services Licence to conduct fund management
activities under the Securities and Futures Act administered by Monetary Authority of Singapore
(MAS) in Singapore. Arohi is also registered as a Foreign Adviser, Portfolio Manager, in the province
of Ontario, Canada and as an investment adviser firm under Section 203 of the U.S. Investment Advisers
Act of 1940.
Arohi is a private limited company which is based in Singapore. Arohi’s primary office location is in
Singapore. All employees reside and work out of the office in Singapore. At the present time, Arohi is
owned 82% by Baburaj Pillai, while the remaining 18% is owned by team members of Arohi.
AdvisoryServices
Arohi provides discretionary investment advisory services to private investment funds and separately
managed accounts. Certain of the private funds were formed by or at the direction of Arohi (the
“funds”). Most of our fund investors and separately managed account clients are long term institutional
investors such as university endowments, foundations, pension/sovereign funds and family offices.
Arohi manages only one kind of mandate – bottom-up, stock picking portfolios investing in Asian
equities and equities of select global companies focused on absolute returns. Arohi does not short stocks.
The business model is premised on seeking to generate investment performance by building portfolios
of good businesses run by good people purchased at reasonable prices.
Our philosophy is to create value
for our clients and investors by building a bottom-up stock portfolio.
The funds do not offer their interests to the public. Fund interests are offered only in private placements
to qualified investors. The detailed terms applicable to investors in the funds are contained in the funds’
organizational documents and described in each fund’s placing memorandum.
The investment strategies we employ on behalf of the funds and the separately managed accounts are
described in greater detail below at Item 8 and in the offering documents of the funds.
Investors in the funds generally do not have any ability to restrict the investment of the funds, although
under limited circumstances we may agree with a particular investor that such investor will not
participate in certain categories of investment made by a fund. In circumstances where the separately
managed account investor(s) may not be able to participate in a specific country, on account of self-
imposed restrictions, one or more of the strategies, which may be replicated across all accounts, will
continue to be executed without any changes but with no allocation of securities of the restricted country
to the separately managed account.
Separately managed account investors have greater flexibility to impose restrictions on types of
investments or investment strategies.
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2 Battery Road, #24-01 Maybank Tower
Singapore 049907
AssetsunderManagement
As of 31st March 2023, Arohi managed approximately $1.7 billion, solely on a discretionary basis,
including both the funds (dedicated Asia excluding Japan and dedicated India) and separately managed
accounts.