Seth Fischer Interviewed In Barron’s

Seth Fischer, the founder and CIO of Oasis Capital Management, was recently interviewed in Barron’s and discussed some of his fund’s current investments in Japan. The interview comes shortly after the 2017 Sohn Conference Hong Kong, where Fischer had pitched Sony (see here for more). Some highlights below: On Nintendo: Bought shares five years ago as […]

Sean Hinton Speaks At Stanford GSB

Sean Hinton, the CEO of the Soros Economic Development Fund, was a speaker at the Stanford Graduate School of Business last month. He shared some of the lessons learnt over the course of his career and also discussed impact investing as well as other innovative approaches to the challenges of economic inequality. He has a […]

Jim Chanos at Bloomberg Invest Summit

Jim Chanos, the founder and president of Kynikos Associates, spoke with Joe Weisenthal and Scarlet Fu on the opening night of the 2017 Bloomberg Invest Summit. The video of the 30 minute session is included below. He discussed a wide range of topics including US-China relations, his outlook for the Chinese economy, short opportunities in the US healthcare sector […]

Andrew Foster On Money Life

Andrew Foster, the founder and CIO of Seafarer Capital Partners (Seafarer), was a recent guest on the Money Life podcast. Seafarer is an investment adviser focused on emerging markets. The firm was founded in 2011 and currently offers two funds: Overseas Growth and Income and Overseas Value. Foster was previously at Matthews International Capital Management. […]

The Investors Podcast: Jim Rogers

Jim Rogers was interviewed on The Investors Podcast earlier this week. Rogers is currently a private investor based in Singapore. Earlier in his career, he co-founded the Quantum Fund with George Soros (they were previously colleagues at Arnhold and S. Bleichroeder). He did well enough to retire in 1980, after just seven years at the fund, and has […]

Interview With Saurabh Mittal

Saurabh Mittal is the founder and chairman of Mission Holdings, a private investment firm based in Singapore. The firm makes long-term investments in public and private markets globally, with a primary focus on the financial services, media, real estate and technology sectors. The firm’s current portfolio includes ONE Championship, Incedo, BSI Financial Services, GoldCo and SelfScore. Mittal […]

Symphony’s 1Q17 Shareholder Update

Symphony International Holdings Limited (Symphony) is a closed-end fund that trades on the main market of the London Stock Exchange. According to their website, the fund invests in companies in particular high growth sectors – healthcare, hospitality, lifestyle and branded real estate – that stand to benefit from the rising disposable incomes of Asia’s increasing, and […]

The Story Of First Pacific Company

Interesting (albeit somewhat promotional) recent article in the Philippine Star about the history and evolution of First Pacific as well as the decades-long friendship between Ed Tortorici and Manny Pangilinan. First Pacific was set up in 1981 in Hong Kong with an initial focus on investment banking and financial services. It was backed by the Salim family of […]