Notz Stucki’s 2018 investment conference, which took place in June this year, featured in-depth presentations from Arthur Kroeber (Gavekal Dragonomics), Kerr Neilson (Platinum Asset Management) and Polytech Ecosystem Ventures. James Macpherson from Notz Stucki has written up some of the key insights/takeaways, but I also recommend browsing through the speaker presentations, which his firm has […]
Month: August 2018
RIT Capital Partners: 1H 2018 Report
RIT Capital Partners recently published their half-yearly report for 2018. You can read it here. The report provides a general update on their current thoughts and views, insights about existing holdings and changes to the portfolio over the period. The chairman’s statement, written by Lord Rothschild, is also worth a read (pages 2-3 of the […]
Readings For The Week (25/8)
Bumper reading list this week. Enjoy! Xero: John Hempton explains what the company does and why it has such potential. Investment outlook: James Macpherson of Notz Stucki on the firm’s Q3 outlook. SIHL: Shareholder update for 1H 2018. Australia’s China reset: The rest of the world is watching how [Australia] counters Beijing’s campaign of influence. Trends […]
Interview With Kerr Neilson
Platinum Asset Management have posted the transcript of a recent interview with Kerr Neilson, the firm’s founder, conducted by Mark Draper from GEM Capital. Neilson answered questions about his long-standing career in fund management and what he has learnt along the way. Some highlights below, but the full interview is worth reading (direct quotes are […]
Readings For The Week (18/8)
This week’s readings include Coupland Cardiff’s Rory Dickson on finding investment opportunities in less well-known (Asian) markets, Ashmore on emerging market contagion and how to trade it, Bill Ehrman’s latest market commentary and outlook, David Swensen on how the NYSE is putting its own interest ahead of investors’ and a look at Jakarta, the fastest-sinking […]
Hillhouse Discloses Stake In China Tower
Hillhouse Capital Management (Hillhouse) recently disclosed a stake in Hong Kong-listed China Tower Corporation Limited (China Tower). According to a filing submitted to the Hong Kong Stock Exchange on August 13th, 2018, Hillhouse bought 2,522,704,000 shares on the exchange at an average price of HKD 1.2601 per share on August 8th (the total consideration was ~US$400m). […]
Brandes Adds To First Pacific (+Q2 Notes)
Brandes Investment Partners (Brandes) recently added to their stake in Hong Kong-listed First Pacific Company Limited (First Pacific). Based on a filing submitted to the Hong Kong Stock Exchange on August 8th, 2018, Brandes bought 3,514,262 shares on the exchange at an average price of HKD 3.62 per share on August 6th (the total consideration was ~US$1.6m). […]
Readings For The Week (11/8)
This week’s readings include a discussion about JD.com with Dennis Hong and Michael Lamothe of ShawSpring Partners, Jesse Friedlander on why Chinese demand for offshore property investment will rebound, RVAM’s July 2018 newsletter on trends and opportunities in ASEAN cement, an interview with Cédric Dingens of Notz Stucki and a market update from Platinum’s Andrew Clifford. […]