Investor Letters

Past Quarterly Letters


Quarterly Letter Date Letter
Thoughts on Feburary Market Sell Off 06/02/2018  Letter 2018/02/06
Year End Letter 15/01/2018  Letter 2018/01/15
Reviewing the Market One Year On 12/12/2017  Letter 2017/12/12
Looking for Out of Favour Assets 14/08/2017  Letter 2017/08/14
Property or Equities for The Long Run? 12/05/2017  Letter 2017/05/12
Up and Down Again - The Story of Singapore’s Property Market 09/01/2017  Letter 2017/01/09
History Matters & The Way Forward 12/12/2016  Letter 2016/12/12