Another really interesting episode on the Capital Allocators podcast. The series was launched by Ted Seides, formerly of Protégé Partners, in early 2017 and features in-depth conversations with leaders from across the money management industry. I highly recommend it. The most recent guest, Chatri Sityodtong, is the founder and chairman of ONE Championship, which is currently […]
NTAsian Adds To Stake In VSTECS
NTAsian Discovery Master Fund (NTAsian) recently increased their stake in HK-listed VSTECS Holdings Ltd. (VSTECS). According to a filing submitted to the Hong Kong Stock Exchange on September 1st, 2017, the firm bought 1,052,000 shares on the exchange at an average price of HKD 2.2738 per share on August 31st (total consideration was ~US$306k). Following […]
Arisaig Reduces Stake In Convenience Retail
Arisaig Partners (Arisaig) recently trimmed their stake in HK-listed Convenience Retail Asia Ltd. (Convenience Retail). According to a filing submitted to the Hong Kong Stock Exchange on August 28th, 2017, the firm sold 6,140,000 shares on the exchange at an average price of HKD 4.0001 per share on August 23rd (total consideration was ~US$3.1m). Following the sale, Arisaig’s stake in […]
Off-Piste Investing: A New Direction
A year ago, I started Off-Piste Investing to solve my own problem. At the time, I couldn’t easily find the Asia-themed investing content that I wanted to read online, so I simply tried to create or curate it myself. I figured others might have had the same issue, but since it was a personal project, I […]
Marathon Adds To Esprit Stake
Marathon Asset Management LLP (Marathon) recently added to its stake in HK-listed Esprit Holdings (Esprit). According to a filing submitted to the Hong Kong Stock Exchange on August 25th, 2017, the firm bought 997,200 shares on the exchange on August 24th at an average price of HKD 4.4509 per share (the total consideration was ~US$568k). […]
Readings For The Week (27/8)
This week’s readings include the latest GMO white paper, an FT interview with the CEO of iflix, a Bloomberg profile of Cederberg Capital, Mohammed El-Erian on the lost lesson of the financial crisis and Eugene K. Chow on the dark side of China’s tech boom. The good thing about climate change: Lucas White and Jeremy Grantham […]
Interview With Joe Studwell: How Asia Works
Joe Studwell, the author of How Asia Works, was a recent guest on The Investors Podcast. You can listen to the full episode here. The interview expands on some of the topics covered in the book including why some countries are rich while others are poor, how much of Asia’s economic progress is due to […]
Richard Lawrence: Compounding In Asia
Richard Lawrence, the founder of the Overlook Group, was a recent guest on the Capital Allocators podcast. The episode with Richard covers his early career experiences, the founding of Overlook and the particulars of the approach he takes to investing and running his firm. The Capital Allocators podcast series was launched by Ted Seides, formerly of […]
Readings For The Week (20/8)
Expanded reading list this week. Enjoy! Tillerson in Asia: With its short-term focus on what currently occupies the American mind (North Korea), the U.S. is actually playing into China’s hands in Asia. Andrew Ng’s text trick: A leading AI researcher and educator says that millions of people should master deep learning. Interview with Warren Buffett: […]
RIT Capital Partners: 1H 2017 Report
RIT Capital Partners have published their half-yearly report for 2017. You can download and 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 […]