This week’s readings include a detailed investor update from Scottish Oriental, an interview with Kyle Bass of Hayman Capital Management and a wide-ranging conversation with Warren Buffett and Bill Gates at Columbia University. Investor note: Scottish Oriental’s semi-annual letter. Update on current thoughts and views, insights about existing holdings and changes to the portfolio. Short China, Long Russia a […]
Day: 29 January 2017
Coupland Cardiff: December Updates
Coupland Cardiff’s three open-ended Asian funds (Asian Evolution, Asia Alpha and Asia Focus) recently released their investor letters for December 2016. For more background, please see my post here. The full letters are available for download on the firm’s website, but below are some highlights: CC Asian Evolution Portfolio updates: Fund was up 3.2% for the year vs. a 5.4% […]