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Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
The RVC Emerging Asia Fund capitalized on market dislocations in Thailand and Vietnam during 2Q 2023, selectively accumulating positions in undervalued compounders like Union Auction and Wattanapat Hospital. Despite short-term macroeconomic headwinds and political uncertainty in Thailand, the manager remains constructive on long-term structural opportunities across ASEAN.
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The RVC Emerging Asia Fund capitalized on market dislocations in Thailand and Vietnam during 2Q 2023, selectively accumulating positions in undervalued compounders like Union Auction and Wattanapat Hospital. Despite short-term macroeconomic headwinds and political uncertainty in Thailand, the manager remains constructive on long-term structural opportunities across ASEAN.
