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 […]
Month: April 2017
Readings For The Week (2/4)
This week’s readings include SIHL’s 2016 annual report, Petra Capital’s 4Q 2016 letter to investors, Carrie Lam’s keynote speech at the recently concluded Credit Suisse Asian Investment Conference and an interview with Vanguard’s CEO on the future of investment management. Also, in case you missed it, see my write-up of Cheah Cheng Hye’s recent talk at a Star […]