OAM Letter Desmond Kinch’s annual letters for the Asian Recovery Fund are always worth a read. In this year’s letter, he discusses their thoughts on investing in China, the reason they have ~25% of the fund’s assets in India despite a significant tax drag and higher valuations vs. other markets in Asia, and why ASEAN […]
Month: January 2022
Soo Chuen Tan (Novus Podcast)
Andrea Gentilini of Novus spoke last year with Soo Chuen Tan, the founder and president of Discerene Group LP, an investment firm he founded in 2010. Very good listen, the link to the full interview is here for ease of reference: https://www.novus.com/podcast/soo-chuen-tan-discerene-value-and-values Below are a few things I found interesting – these notes are paraphrased […]
Readings For The Week (16/1)
Readings/content links include an interview with Andrew Clifford on Platinum’s macro outlook, Packer & Co’s December 2021 report, Jonathan Ruffer’s letter, Theo Vermaelen on the ESG buyback and Russell Clark on why short selling has become so hard and why it might become better again. Platinum Asset Management: Catch-22 for Policymakers in 2022? Packer & […]