Tantallon Capital Advisors

Alex Hill serves as both Chief Executive Officer and Chief Investment Officer at Tantallon Capital. He founded the firm in 2003 and remains the primary decision-maker for the concentrated long/short equity portfolio. Prior to founding Tantallon, Hill built his career as an equity research analyst and portfolio manager at UBS and Schroders, covering Asian markets from a deep fundamental perspective (public record).

Tantallon's investment mandate covers the Asia-Pacific region, with a particular emphasis on markets where local research presence provides a structural edge. Historically, the firm has maintained significant allocations to India, Southeast Asia, and Greater China, though its bottom-up process allows for flexible geographic shifts. The strategy is not constrained by a regional benchmark, giving the team latitude to pursue opportunities wherever they find the most compelling risk-reward profile in Asian small- and mid-caps.

Tantallon relies on proprietary, field-based fundamental research rather than sell-side consensus to generate investment ideas. The team's process involves direct engagement with target companies, their supply chains, customers, and local competitors — a high-effort model adapted to the less efficient small-cap segment of Asian equity markets. This bottom-up sourcing model is designed to uncover mispriced securities in a part of the market where information asymmetry is most pronounced.