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.
AFC Asia Frontier Fund posted +3.6% in December, capping a strong +27.1% year driven by Mongolia and Iraq outperformance. The diversified portfolio across 68 frontier Asian companies trades at attractive 6.83x P/E with significant exposure to consumer goods and materials. Manager actively deployed capital into Sri Lankan banking while adding to existing Mongolia positions.
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AFC Asia Frontier Fund posted +3.6% in December, capping a strong +27.1% year driven by Mongolia and Iraq outperformance. The diversified portfolio across 68 frontier Asian companies trades at attractive 6.83x P/E with significant exposure to consumer goods and materials. Manager actively deployed capital into Sri Lankan banking while adding to existing Mongolia positions.
