LONG TERM CAPITAL FUND NEWSLETTER (JUNE)

June 1, 2023

Vol. June 2023 – Long-Term Capital Fund Newsletter

In this month’s edition, we focus on the next hot thing in town that is not AI Yes, Taylor Swift’s Eras World Tour has gripped not just Swifties attention all over, but many locals would know the craze (and quest) for her concert tickets reached epic proportion here in Asia What many people are unaware of, is that Taylor Swift managed to steer clear of investing in multi billion crypto exchange FTX that subsequently filed for bankruptcy It was reported Swift asked so many due diligence questions that FTX decided not to proceed with a signed US 100 m deal with her If the Swift family is shrewd enough to avoid a bomb that hurt even established sovereign wealth funds What then, do they invest in?

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.