PORTFOLIO

2019


December 2019
LHL Risk Report
Letter to Shareholders
Issue 36: Lodestar's new investment; India Mid-Small Cap


November 2019
LHL Risk Report
Letter to Shareholders
Issue 35: Lodestar's new investment; Construction & Mining equipment


October 2019
LHL Risk Report
Letter to Shareholders
Issue 34: Joining the team


September 2019
LHL Risk Report
Letter to Shareholders
Issue 33: What is price risk


August 2019
LHL Risk Report
Letter to Shareholders
Issue 32: What's hot & what's not


July 2019
LHL Risk Report
Letter to Shareholders
Issue 31: LHL makes 18th investment; Electrical & Digital Infrastructure


June 2019
LHL Risk Report
Letter to Shareholders
Issue 30: How asymmetry works


May 2019
LHL Risk Report
Letter to Shareholders
Issue 29: LHL makes new investment; Asia Arbitrage Fund


April 2019
LHL Risk Report
Letter to Shareholders
Issue 28: LHL recovers drawdown, hits new high 2.0


March 2019
LHL Risk Report
Letter to Shareholders
Issue 27: LHL's four horses


February 2019
LHL Risk Report
Letter to Shareholders
Issue 26: The wind at LHL's back


January 2019
LHL Risk Report
Letter to Shareholders
Issue 25: For LHL to be a one-stop home for investor's capital



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