James Hay On BFM

The straight-talking James Hay, manager of the Pangolin Fund, was a recent guest on BFM (an independent radio station in Malaysia). He discussed his outlook for Malaysia, positioning of the fund and the rise of passive investing. You can listen to the full podcast here. Some highlights below: He struck a cautious tone overall. Said that more […]

CC Asia Focus On TK Group, BAT Malaysia

Coupland Cardiff’s Asia Focus Fund recently released their letter for March, which you can access via their website. The fund is managed by Charlie Erith and is focused on small and mid cap listed equities in the Asia ex Japan market. The March update includes commentary on a number of their portfolio holdings including TK Group, Venture Corp and International Container […]