Arisaig Partners recently published their investor update for August, which is available for download from their website. Their Asia Consumer Fund is now up 34.8% year to date. The latest letter includes commentary on their holdings in Bangladesh, China and South Korea. Some highlights below (paraphrased): Dali Foods: Strategy is to move its traditional, mass-market portfolio […]
Day: 23 September 2017
Edgbaston Adds To Wasion
Edgbaston Investment Partners (Edgbaston) recently added to their stake in HK-listed Wasion Group Holdings (Wasion). According to a filing submitted to the Hong Kong Stock Exchange on September 19th, 2017, the firm bought 522,000 shares on the exchange at an average price of HKD 3.5521 per share on September 18th (total consideration was ~US$238k). Following the purchase, Edgbaston’s stake in […]
GMO Trims China Machinery Engineering
Grantham, Mayo, Van Otterloo & Co. LLC (GMO) recently reduced its stake in HK-listed China Machinery Engineering Corporation (CMEC). According to a filing submitted to the Hong Kong Stock Exchange on September 16th, 2017, the firm sold 329,000 shares on the exchange on September 14th at an average price of HKD 4.7258 per share (the […]