LONG TERM CAPITAL FUND NEWSLETTER (NOV)

November 1, 2023

Vol. November 2023 – Long-Term Capital Fund Newsletter

Many investors have under-allocated to US Equities after the peak pessimism shown in late October. Has the S&P train left the station after a big November?

One can take comfort that 2023 would only be the first year of recovery since a -19% year in 2022. If so, it is not likely to be in an exuberant state with many investors still on the sidelines.

What if buying after the S&P 500 has rose considerably this year is still a bitter pill to swallow? Two quick solutions come to mind….

Further reading from Kamet capital

Kamet Announces Promotion of Chong Sze King to Equity Partner

Kamet is excited to announce the promotion of Chong Sze King (SK), Head of Portfolio Management, to the distinguished position of Equity Partner.

Kamet Capital Seizes Opportunities in the Global Expansion of Chinese Enterprises

Kamet is intensifying its focus on investing in Chinese enterprises with global aspirations. Amid economic challenges and fierce domestic competition, Kamet’s expertise in guiding resilient companies toward profitable international growth is more relevant than ever.

Kamet CEO Shares Family Office’s Perspectives and Insights on Alternative Investments

Kamet CEO, Kerry Goh, was invited as a special guest to share Kamet’s perspectives and insights on alternative investments at the seminar titled “Alternative Investing in 2025: New Strategies for a New Era”, organized by Abacus Global Management and Carlisle Management Company.