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KAMET QUARTERLY FUND NEWSLETTER (2Q25)
Vol. 2Q25 – Is Trump Maleficent (the Evil Queen) or Magnificent (Prince in Disguise)?
KAMET QUARTERLY FUND NEWSLETTER (1Q25)
Vol. 1Q25 – Trump’s Tariffs 2.0 may lead to higher inflation and lower growth worldwide.
KAMET QUARTERLY FUND NEWSLETTER (3Q24)
Vol. 3Q24 – Pivotal Moments await both in China and the US – 3Q 2024.
INCOME INNOVATION FUND FACTSHEET (Oct 2024)
The Chinese Government followed through in October by systematically announcing a suite of policies to repair local governments’ balance sheets, stabilize the housing market and boost consumer confidence.
LONG TERM CAPITAL FUND FACTSHEET (OCT 2024)
Vol. Oct 2024 – Long-Term Capital Fund Factsheet.
The Fund aims to deliver a steady combination of long-term capital growth and income by investing globally in a range of asset classes.
INCOME INNOVATION FUND FACTSHEET (Sep 2024)
What an eventful month! The Fed cut rates by 50bps, and China announced both monetary and fiscal stimulus ahead of the Golden week. While the Chinese government’s policy pivot was surprising, it is critical for its property sector to stabilize.
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