Off-Piste Investing: A New Direction

A year ago, I started Off-Piste Investing to solve my own problem. At the time, I couldn’t easily find the Asia-themed investing content that I wanted to read online, so I simply tried to create, or in most cases curate, it myself. I figured others might have had the same issue, but since it was […]

Marathon Adds To Esprit Stake

Marathon Asset Management LLP (Marathon) recently added to its stake in HK-listed Esprit Holdings (Esprit). According to a filing submitted to the Hong Kong Stock Exchange on August 25th, 2017, the firm bought 997,200 shares on the exchange on August 24th at an average price of HKD 4.4509 per share (the total consideration was ~US$568k). […]

Readings For The Week (27/8)

This week’s readings include the latest GMO white paper, an FT interview with the CEO of iflix, a Bloomberg profile of Cederberg Capital, Mohammed El-Erian on the lost lesson of the financial crisis and Eugene K. Chow on the dark side of China’s tech boom. The good thing about climate change: Lucas White and Jeremy Grantham […]

Richard Lawrence: Compounding In Asia

Richard Lawrence, the founder of the Overlook Group, was a recent guest on the Capital Allocators podcast. The episode with Richard covers his early career experiences, the founding of Overlook and the particulars of the approach he takes to investing and running his firm. The Capital Allocators podcast series was launched by Ted Seides, formerly of […]

Readings For The Week (20/8)

Expanded reading list this week. Enjoy! Tillerson in Asia: With its short-term focus on what currently occupies the American mind (North Korea), the U.S. is actually playing into China’s hands in Asia. Andrew Ng’s text trick: A leading AI researcher and educator says that millions of people should master deep learning. Interview with Warren Buffett: […]

RIT Capital Partners: Half-Yearly Report

RIT Capital Partners have published their half-yearly report for 2017. You can download and read it here. The report provides a general update on their current thoughts and views, insights about existing holdings and changes to the portfolio over the period. The chairman’s statement, written by Lord Rothschild, is also worth a read (pages 2-3 […]

Platinum Increases Stake In BBMG

Platinum Investment Management Limited (Platinum) recently increased their stake in HK-listed BBMG Corporation (BBMG). According to a filing submitted to the Hong Kong Stock Exchange on August 15th, 2017, Platinum purchased 7,086,600 shares on the exchange at an average price of HKD 4.215 per share on August 10th (the total consideration was ~US$3.8m). Following the purchase, their […]

Hillhouse Adds To Stake In China Resources Beer

Hillhouse Capital Management (Hillhouse) recently increased their stake in HK-listed China Resources Beer (Holdings) Company Limited (China Resources Beer). According to a filing submitted to the Hong Kong Stock Exchange on August 14th, 2017, Hillhouse bought 5,162,000 shares on the exchange at an average price of HKD 19.4317 per share on August 9th (the total […]

Readings For The Week (13/8)

This week’s readings include an interview with Garena’s group president Nick Nash, Bloomberg on Ray Dalio’s succession plans, reflections from Kishore Mahbubani on ASEAN’s 50th anniversary, the second quarter investor letter from Petra Capital Management and Richard Harris on why low-turnover investing is a strategy that reaps rewards over the long term. Reimagining e-commerce for Southeast […]