PORTFOLIO
2018
December 2018
LHL Risk Report
Letter to Shareholders
Issue 24: LHL makes its 17th investment; Australia long/short
November 2018
LHL Risk Report
Letter to Shareholders
Issue 23: LHL makes new investment; Technology innovation
October 2018
LHL Risk Report
Letter to Shareholders
Issue 22: On the topic of 'expected returns' at LHL
September 2018
LHL Risk Report
Letter to Shareholders
Issue 21: On the topic of 'correlation' at LHL
August 2018
LHL Risk Report
Letter to Shareholders
Issue 20: LHL recovers drawdown, hits new high
July 2018
LHL Risk Report
Letter to Shareholders
Issue 19: LHL's global profile, with 15-20 investments
June 2018
LHL Risk Report
Letter to Shareholders
Issue 18: First direct investment in Europe; Public & Private Holding Company
May 2018
LHL Risk Report
Letter to Shareholders
Issue 17: Japan's sector rotation, China's industrial automation
April 2018
LHL Risk Report
Letter to Shareholders
Issue 16: Precision medicine, Insurance in emerging markets
March 2018
LHL Risk Report
Letter to Shareholders
Issue 15: Emerging markets and Vertical market software
February 2018
LHL Risk Report
Letter to Shareholders
Issue 14: Largest logistics solution, Bengaluru airport
January 2018
LHL Risk Report
Letter to Shareholders
Issue 13: LHL makes 11th investment; Asian Holding Company
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