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. […]
Readings For The Week (9/10)
This week’s readings include the transcript from Emmanuel Daniel’s presentation at the Huawei Connect Summit 2016, insights from Aswath Damodaran on the workings of the venture capital industry and reflections on Cathay Pacific’s last 747 flight. Let’s kill core banking: Emmanuel Daniel, chairman of the Asian Banker, discusses how technology and data are reshaping the banking industry. Musings on markets: Aswath Damodaran of NYU […]
Readings For The Week (2/10)
This week’s readings include the transcript from an interview with Ken Siazon of Southeastern Asset Management, a short profile of Singapore-based hedge fund LyGH Capital and thoughts on Li Ka-shing’s recent investment in China’s Postal Savings Bank. Interview with Ken Siazon: Southeastern Asset Management’s Singapore-based portfolio manager talks about managing a go-anywhere, all-cap Asia Pacific strategy. LyGH Capital profile (Bloomberg): Grace Lu discusses her fund’s top […]
SiS International: Unlocking Value
SiS International Holdings (SiS) is a HK-listed investment company that operates through three segments: real estate investments, distribution of mobile & IT products and other investments. The majority of the company’s value today is derived from its attractive and sizeable portfolio of real estate assets, which management first started investing in after selling SiS’s IT services business to Jardine Matheson in 2010. The company’s small cap status, limited trading […]
Readings For The Week (25/9)
This week’s readings include the transcript of Joseph Tsai speaking at CNBC’s Delivering Alpha conference, thoughts on the Singapore real estate market from Ong Kang Lin of SiS Asset Management and a short interview with Michelle Leung of Xingtai Capital. Interview with Joseph Tsai: The vice-chairman of Alibaba discusses the Chinese economy, the country’s evolving e-commerce landscape and addresses the concerns of short-sellers. SiSAM […]
Richard Chandler: Few Bets, Big Bets
Richard Chandler is a New Zealand-born investor and businessman based in Singapore. From 1986 through 2006, he ran Sovereign Global Holdings, a private investment firm, in partnership with his brother. Over 20 years, the Chandlers turned their initial US$10 million investment into almost US$5 billion. They were pioneers in emerging markets investing and their fund was among the first portfolio investors in countries such as […]
Readings For The Week (18/9)
This week’s readings include the monthly newsletters from both James Morton and Rory Dickson, the case for trade reform in Sri Lanka as well as detailed interviews with James Hay and Jim Rogers. Perinvest Asia Dividend Equity Fund update: Monthly investor letter from James Morton of SLAM. Includes thoughts on Yuzhou Properties and Beijing Capital Land. CC Asian Evolution Fund […]