Portfolio update January 2023
Fundamentals are strong across the board but investor enthusiasm has increased, too. Estimated reading time: 19 minutes
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Portfolio update September 2025
A weak month for the portfolio, but with three deep dives published, plenty to think about.
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Japan's high school tuition reforms
The Japanese government is about to introduce additional subsidies for private high school students. 35% of Japan's high school students are in private schools, so we're talking about approximately 1 million students. In the past, only families with a household income below JPY 9.1 million
