Coupland Cardiff’s Asia Alpha Fund reported a new position in NetEase last month. The company is one of the largest online and mobile gaming companies in China. Its gaming portfolio includes Fantasy Westward Journey II, Tianxia III, Heroes of Tang Dynasty Zero and Ghost II. It also operates some of the most popular international online games in China […]
Author: offpisteblog
Readings For The Week (13/11)
This week’s readings include a NYT profile of Yale’s David Swensen, an opinion piece by George Magnus on the omens for a Trump presidency and thoughts on the recent demonetisation of 500 and 1000 rupee notes in India. The money management gospel of Yale’s endowment guru: A look at the management style of David Swensen and the influence of […]
Perinvest: October Update
Perinvest is an independent manager focused on alternative strategies. The firm was founded by Jean Perrette (he was an early investor in Soros Fund Management) in 2001 and offers a family of single manager funds, multi manager products and bespoke portfolio management. The firm currently has an Asia Dividend Equity Fund, which invests primarily in high yield Asian […]
UCL Asia: Growth Capital Pioneers
UCL Asia is likely one of the most successful private equity firms in Asia that no one has heard of. The Hong Kong-based firm was founded by Peter O’Donnell and the late Tobias Brown, who previously helped manage the Asian investments of the British financier James Goldsmith. Over the years, the firm has backed a number of successful companies in the […]
Readings For The Week (6/11)
This week’s readings include the transcript from DPM Tharman’s recent conversation on the role of government in the new economy, an article on the divergent strategies of Netflix and Amazon in India as well as detailed notes from a number of recent investment conferences (via Market Folly). Countries that speed up learning the most will […]
Readings For The Week (30/10)
This week’s readings include the third quarter report from Claire Barnes of the Apollo Asia Fund, Cameron Robertson’s thoughts on the changing media landscape and a look at the increasing use of automation across industries in Singapore. Muzzled tigers: Claire Barnes on improving market procedures in Vietnam and the endangerment of free speech in much of Asia. The changing media […]
Seafarer Capital: Q3 2016 Review
Seafarer Capital Partners is an investment adviser focused on emerging markets. The firm was founded in 2011 by Andrew Foster, who previously worked at Matthews International Capital Management. They currently offer two funds: Overseas Growth and Income and Overseas Value. Below are some highlights from Andrew Foster’s portfolio review for the third quarter. The complete letter […]
Readings For The Week (23/10)
This week’s readings include Andy Xie’s opinion piece on the Chinese property market, a look at equity valuations in Asia by the Gavekal research team and a note on the unexpected removal of Cyrus Mistry as chairman of Tata Sons. Middle class fall prey to Beijing’s manipulation of the property market: Andy Xie says government policy moves have helped sustain China’s […]
Coupland Cardiff: September Updates
Coupland Cardiff is a specialist Asian and Japanese fund management group with offices in London and Singapore. The firm was set up in 2005 by Angus Coupland & Richard Cardiff, who were previously at Jardine Fleming. Since inception, the group has launched 7 products across a range of strategies. They currently have three open-ended Asian funds (Asia Alpha, Asian Evolution and Asia Focus) that […]
Readings For The Week (16/10)
This week’s readings include thoughts on the imminent spin-off of Yum’s China business, the most recent diary entry from the Arisaig investment team and Lee Chee Koon on Singapore’s economic future. Yum! Brands spins off its China franchise: An update on the spin-off and highlights of the company’s China franchise. Arisaig Partners: Updates on the firm’s investments in Dali Foods and Foshan Haitian. […]