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ASEAN
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 9, 2026 |
Pangolin Asia Fund James Hay
|
View | Value, ASEAN | BMAZ.KL, DKSH.KL | ASEAN, consumer, Indonesia, Malaysia, undervalued, value |
| 2025 Q4 | Jan 20, 2026 |
OAM Asian Recovery Fund Desmond Kinch
|
View | China, Value, Quality, Consumer Finance, Travel, ASEAN | 0700.HK, 1919.HK, AAXJ, MDLZ, MMYT, NVDA | ASEAN, Asia, China, Consumer Finance, Quality, Travel, value |