KAMET QUARTERLY FUND NEWSLETTER (1Q24)

March 1, 2024

Vol. 1Q24 – Newsletter

We wrote in early December that even after rising nearly 10% in November, investors are still in time to board the global equities train led by S&P 500. Since then, the S&P 500 has advanced a further 14.0%. Should investors stay invested at this level and what are the options available?

The importance of staying invested via a balanced portfolio in the long-term has many times been highlighted, with even prominent investors such as KKR founder Henry Kravis and Goldman Sach’s Leon Cooperman being pro-advocates of balanced investing. We share with you why combining Fixed Income and Equities make sense at current market conditions and discuss how.

Further reading from Kamet capital

GLOBAL BOND FUND FACTSHEET (NOV 2025)

The Fund aims to deliver both coupon income and capital appreciation through investment in global fixed income securities, primarily in investment grade bonds, senior bonds and quasi sovereign bonds.

INCOME INNOVATION FUND FACTSHEET (Nov 2025)

Global markets experienced heightened volatility in November, driven by a push and pull between concerns over AI valuations and growing expectations of monetary easing. In Asia, Chinese markets remained caught between policy optimism and weak economic data, as subdued inflation and slowing investment highlighted soft domestic demand.

LONG TERM CAPITAL FUND FACTSHEET (Nov 2025)

The Fund aims to deliver a steady combination of long-term capital growth and income by investing globally in a range of asset classes.