This week’s readings/links include Mongabay on the Norway wealth fund’s exit from their investment in Jardine Matheson and two related companies over environmental concerns, Sanjeev Bikhchandani and Kunal Shah discuss the art of governance, Semafor’s interview with James Lu (slightly dated), Warren Gilman of Queen’s Road Capital on his approach to investing in the natural […]

This week’s readings/links include the WWF’s report on the Mekong’s forgotten fishes, the 2024 Ruffer Review, a wide-ranging conversation with Frontline’s Lars Barstad, Hosking Partners on the opportunity in Japan, McKinsey Digital’s interview with the co-founder of Arta Finance and Meditation Capital’s Q4 2023 letter. WWF: The Mekong’s forgotten fishes. Ruffer LLP: Ruffer Review 2024. […]