NEWSLETTER 02 | OUTPERFORMANCE
July 29, 2018
For the month of June 2018, the Fund generated a return of 27.6%, after the deduction of all fees and expenses, while the Fund’s benchmark, the MSCI ACWI, declined by 0.5%. While I had initially planned to write about our meetings with various listed companies in Asia, this outperformance requires an explanation first. AWILCO […]