James Morton’s April letter for the Asia Dividend Equity Fund is now available for download from the Perinvest website. You can find our previous commentary on and coverage of the fund here. Brief highlights below (paraphrased): NAV rose by 1.6% in April and the fund is now up 17.6% YTD. 40% of the portfolio is in real estate and […]
James Morton’s February letter for the Asia Dividend Equity Fund is now available via the Perinvest website. One of the fund’s current holdings is the Asian Pay Television Trust (APTT), an SGX-listed business trust focused on pay-TV businesses in Asia. APTT has an investment mandate to acquire controlling interests and to own, operate and maintain mature, cash generative pay-TV and broadband […]
James Morton’s January letter is now available on the Perinvest website. One of the fund’s current holdings is 361 Degrees, a leading tier two domestic sportswear brand in China. The letter highlighted some interesting trends in China’s sports industry (some of the data and insights are actually based on a report published by KGI, the Taiwanese broker): China’s sports […]
Perinvest’s Asia Dividend Fund recently released its full year update to investors. The letter includes a review of the results for 2016, updates on a number of holdings as well as the manager’s outlook for the coming year. Some highlights are included below, much of it paraphrased. For more on the fund and manager, please see my original post […]
Perinvest is an independent manager focused on alternative strategies. The firm was founded by Jean Perrette (he was an early investor in Soros Fund Management) in 2001 and offers a family of single manager funds, multi manager products and bespoke portfolio management. The firm currently has an Asia Dividend Equity Fund, which invests primarily in high yield Asian […]
Below are publicly disclosed portfolio updates by select value-oriented funds for December and January. The information is taken from filings made directly to the Hong Kong Stock Exchange. Edgbaston Partners: Employee-owned, long-only investment firm established in 2008 by Charu Fernando and partners to specialise in Asia Pacific ex-Japan equity investments. Recent publicly disclosed portfolio activity includes: 6 […]
This week’s readings include the monthly newsletters from both James Morton and Rory Dickson, the case for trade reform in Sri Lanka as well as detailed interviews with James Hay and Jim Rogers. Perinvest Asia Dividend Equity Fund update: Monthly investor letter from James Morton of SLAM. Includes thoughts on Yuzhou Properties and Beijing Capital Land. CC Asian Evolution Fund […]