Armstrong Asset Management

About The Fund

Armstrong Asset Management is an independent asset manager based in Singapore that specializes in the clean and renewable energy sector in Southeast Asia. They operate with a focus on delivering attractive, risk-adjusted returns to investors while also contributing to social and environmental benefits. Their investment thesis centers on the belief that the dynamic economic growth in the region will drive an increase in energy demand, thus presenting significant investment opportunities in renewable and efficient energy infrastructure. Armstrong Asset Management invests across various stages of asset life cycle, including development, construction, and operational phases. They target small to medium-sized projects to optimize the impact of their investments and aim to employ sustainable practices throughout their investment process. Armstrong supports the United Nations' Sustainable Development Goals and incorporates ESG (Environmental, Social, and Governance) factors into their investment decision-making. They back companies that demonstrate clear ESG practices and strive to advance energy security, reduce carbon emissions, and promote socio-economic development through their investments. As Southeast Asia's energy markets are relatively underserved and have historically relied on traditional sources of energy, the firm identifies a strong potential for growth and innovation in the implementation of clean technology solutions. Their portfolio includes a range of projects, such as solar PV, hydro, wind power, and other renewable energy assets, which are critical components in the transition towards a low carbon economy.