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Asia
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 27, 2026 |
Caledonia Investment Geordie Cox
|
View | Private Equity, Asia, North America | CLDN.L | Asia, diversification, Mid-market, North America, private equity, value creation |
| 2025 Q4 | Jan 30, 2026 |
Star Magnolia Capital Limited Shinya Deguchi
|
View | Long-term Investing, Asia, Europe, Relationship Management | 0700.HK, BRK-A, CVNA, KMX, SPY | Asia, Compounding, Europe, Geographic Diversification, long-term, manager selection, Relationships |
| 2025 Q3 | Oct 9, 2025 |
Longriver Partners Fund Graham Rhodes
|
View | AI, Value, Compounding, Asia | 1523 HK | AI, Asia, Compounding, technology, Value Investing |
| 2025 Q3 | Oct 8, 2025 |
Orbis International Equity Timo Smuts
|
View | Value, Asia, Consumption, Reform, Dividend | - | Asia, consumption, Corporate Reform, Dividend, value |
| 2025 Q3 | Nov 2, 2025 |
Apollo Asia Fund Claire Barnes
|
View | Asia, Cash | - | active management, Asia Equities, Cash Balance, Greater China, Japan |