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Seafarer Overseas Value Fund's investment thesis on Hongkong Land Holdings, Ltd. ($H15.SI) — Q1 2026 | Buyside Digest

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$H15.SINASDAQHongkong Land Holdings, Ltd.

BULL

Seafarer Overseas Value Fund—H15.SI

Fund Letter

Q1 2026

Published March 31, 2026

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$4.51USD

-2.0% vs last month

$4.45Pitched

+1.3% since pitch

Market Cap$2.4B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

The Asian commercial real estate operator accelerated its capital recycling strategy by launching a private fund and seeding it with Singapore properties, raising $600 million. It immediately directed...

— Brent Clayton

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