Investor Letter 2/2019

In the middle of the holiday season, perhaps these investment related questions occupy the vacationer: what could kick start a new substantial performance for PYN Elite’s value? When can we expect the VN Index to bolt up to new levels? When could the valuations of small and midcap Vietnamese listed companies, lagging behind, catch up with the large cap listed companies?

More about these topics and PYN Elite portfolio in our latest Investor Letter.

Investor Letter 2__2019.pdf