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From Chevron to Julian Robertson and Soros
The Rationale for a dedicated Emerging Country Fund - here: Thailand - It's about investing in a good manager who has a huge competitive advantage - How professionals outsmart "housewives" and daytraders - 3111% rate of return in 21 years, almost double of Buffett's returns - The dominating role of Earnings Growth in emerging markets
Thai Market Overview: - The universe of stocks - Outlook: Why now is a good time to invest in Thailan
Asymmetric returns: The right investment for the right people: Why 40% of Doug's investors are other hedge fund managers Understanding volatility & managing expectations: Medium term, earnings growth overrides volatility
How to hedge in Thailand & Risk Management. Do politics and "red shirts / yellow shirts" affect Doug's fund? Corporate governance & regulation in Thailand