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Manager Comments Q2 2020 – Mekong Strategy Fund

Asian Markets bounced back in April as sellers reached cash targets, but remained well down on the year. The Hang Seng Index is -13.0% YTD, MSCI Asia ex Japan Index -12.5% YTD, MSCI AC ASEAN Index -26.6% YTD, the Thai SET Index -24.9% YTD, & FTSE Vietnam -19.9%...

Manager Comments Q1 2020 – Mekong Strategy Fund

Asian Markets took a tumble in January due to a regional worries about the impact of Wuhan flu over Chinese New Year: the Hang Seng Index fell -7.1%, the MSCI Asia ex Japan Index -4.1%, the MSCI AC ASEAN Index -3.8%, Thai SET Index -7.9%, FTSE Vietnam -4.4%, Knight...

Manager Comment Q4 2019 – Mekong Strategy Fund

World and Asian Markets finished strong in December: the Hang Seng Index +11.0% for the Year, the MSCI Asia ex Japan Index +16.3% the MSCI AC ASEAN Index +5.8%, Thai SET Index +9.7%, FTSE Vietnam +5.9%, Knight Mekong Strategy Fund +12.2%, and the Knight Asia...

Manager Comment September 2019 – Mekong Strategy Fund

World and Asian Markets stabilized in September: the Hang Seng Index gained +1.4% (-6.1% 12 Months), the MSCI Asia ex Japan Index +1.4% (-5.7% 12M), the MSCI AC ASEAN Index -0.9% (-2.2% 12M), and Thai SET Index -1.0% (-1.6% 12M), Knight Mekong Fund +0.3% (+14.3% 12M),...

Manager Comment for Mekong Fund

World and Asian Markets slipped after last month’s gains: the Hang Seng Index fell -2.7% (-2.8% 12 Months), the MSCI Asia ex Japan Index -2.2% (-5.3% 12M), the MSCI AC ASEAN Index -1.2% (+3.0% 12M), and Thai SET Index -1.3% (+8.5% 12M), Knight Mekong Fund -0.9% (+8.4%...

Manager Comment for Mekong Fund

World and Asian Markets recovered strongly in June as trade tensions eased: the Hang Seng Index gained +6.1% (-1.4% 12 Months), the MSCI Asia ex Japan Index +9.9% (-2.9% 12M), the MSCI AC ASEAN Index 6.8% (+8.4% 12M), and Thai SET Index +9.9% (+16.8% 12M), Knight...
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