Portfolio
Portfolio update September 2026
Asian tourism, smart locks and Philippine IPOs
Portfolio
Portfolio update August 2026
A rally in Japanese SaaS stocks
Portfolio
Portfolio update July 2026
New Indonesian position
Portfolio
Portfolio update June 2026
Travel stocks, luxury wristwatch retailers and Philippine IPOs in focus
Portfolio
Portfolio update May 2026
DRAM bull market, Japanese SaaS, Korean small caps, Indonesia going down the drain
Portfolio
Portfolio update April 2026
A nice rebound in April
Portfolio
Portfolio update March 2026
Risk-off in Asia
Portfolio
Portfolio update February 2026
Up another +6.8% in February
Portfolio
Portfolio update January 2026
A volatile month
Portfolio
Portfolio update December 2025
A nice end to the year
Portfolio
Portfolio update November 2025
A down month
Portfolio
Portfolio update October 2025
Continued gains in AeroEdge