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Investor Letters
We write quarterly letters covering a variety of topics relevant to markets and capital allocators. Our goal in sharing these is to stimulate interesting conversations.
Our vision for what we are building
Variis Stakeholder Investing - Grab Case Study
Global EM versus Country/Regional
Team managed investment approach
The Trump Tariff Tornado
China stock market returns and EPS dilution
Moat analysis in the context of business quality
EM businesses with DM analogues
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