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Hong Kong
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 16, 2026 |
Comus Investment Aaron J. Saunders
|
View | Value, Hong Kong | - | Cash, Hong Kong, Opportunities, pricing, Small-caps, value |
| 2025 Q4 | Jan 30, 2026 |
Moerus Capital Management LLC Amit Wadhwaney
|
View | Value, Airlines, Platinum Group Metals, Turkey, Hong Kong | 1200.HK, CMW.AX, DC.TO, DOUG, EXOR.MI, JEF, JSE.L, LTM, NTCO3.SA, STAN.L, TARS, TSGYO.IS, VAL, VALT.L, WED.TO | Banking, contrarian, emerging markets, international, Mining, Recovery, value, volatility |