Browse the world's most comprehensive database of hedge fund investor letters, sorted by recent quarter. Access primary source research from leading institutional managers.
Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
Pangolin Asia Fund remains 99% invested with a 54% allocation to Indonesia, capitalizing on a massive, regulation-driven valuation discount that is set to reverse as state funds begin to deploy an estimated USD 10 billion back into local equities.
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Pangolin Asia Fund remains 99% invested with a 54% allocation to Indonesia, capitalizing on a massive, regulation-driven valuation discount that is set to reverse as state funds begin to deploy an estimated USD 10 billion back into local equities.
