Mohammed El-Erian: Lessons From The AFC

Another reflection piece on the lessons learnt from the Asian Financial Crisis, this time from Mohammed El-Erian.┬áHe is currently the chief economic adviser at Allianz SE, the parent company of Pimco, where he previously served as CEO and co-CIO. Twenty years ago, however, he was working at the International Monetary Fund in Washington that “would […]

Arisaig’s June 2017 Diary

Arisaig Partners recently released their letter for June, which is available for download from their website. Their Asia Consumer Fund is now up 24.8% year to date, broadly in line with the MSCI Asia ex-Japan index, which is up 22.8% over the same period. Some highlights below: The portfolio remains heavily weighted towards India (~47%). […]

Kennox’s 2Q 2017 Report

Kennox is an Edinburgh-based wholly independent asset manager. They run the Kennox Strategic Value Fund, a long only global equities portfolio. We have previously covered them on this website, primarily in relation to their thesis on Texwinca Holdings (you can find that post here). Their recently published 2Q 2017 report features commentary on a number […]