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┬áJeremy Grantham […]