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TwinPeak Capital’s 2Q17 NAV Results (Excerpts)

Below are excerpts from the quarterly report of TwinPeak Capital, a private family office we manage. (Excerpt) December 31, 2016 TwinPeak Capital NAV (the “TWIN”) increased 2.97% versus a 1.27%...

Catching up with Petra Capital Management

On January 20, 2017, we had the chance to catch up with Chan H. Lee, who happened to be in Singapore for business, over...

Best Asian CEOs in the World by Harvard Business Review

The Harvard Business Review (“HBR”) publishes a list of top 100 CEOs in the world every year. In judging the quality of CEOs around...

Review, Reflections and Randomness

As the curtain closes to what has been an eventful year, the time has come for many for their end of year portfolio review....

Pavlov’s Bulls – Are We in Bubble Territory?

With the S&P 500, Nasdaq and Dow reaching record highs this week, I am minded to share this 2011 letter by Jeremy Grantham –...

State of Global Stock Markets – After the US Election

As the highly controversial election in the US came to an end, the markets globally have been rallying over the last few days. What...