Manager Comment for Mekong Fund

World and Asian Markets slumped further in December, with the Hang Seng Index -3.8% (YTD -14.8%), the MSCI Asia ex Japan Index -3.4% (YTD -16.8%), the MSCI AC ASEAN Index -0.9% (YTD -11.8%), and Thai SET Index slipping -3.6% (YTD -10.8%); Knight Mekong Fund +2.2% (YTD...

Manager Comment for Mekong Fund

World and Asian Markets generally rebound in November (although these gains have already been lost in early December), with the Hang Seng Index +6.1% (YTD -11.4%), the MSCI Asia ex Japan Index +5.2% (YTD -13.9%), the MSCI AC ASEAN Index +3.2% (YTD -11.0%), and Thai...

Manager Comment for Mekong Fund

World and Asian Markets took a dive in October, with the Hang Seng Index losing -10.1% (YTD -16.5%), the MSCI Asia ex Japan Index -10.9% (YTD -18.1%), the MSCI AC ASEAN Index -6.3% (YTD -13.7%), and Thai SET Index sliding -7.3% (YTD -6.4%); Knight Mekong Fund +0.4%...

Manager Comment for Mekong Fund

Most Asian Markets fell slightly in September, with the Hang Seng Index losing -0.4% (YTD -7.1%), the MSCI Asia ex Japan Index -1.6% (YTD -8.1%), the MSCI AC ASEAN Index -0.4% (YTD -7.8%), and Thai SET Index rising +3.6% (YTD +1.0%); Knight Mekong Fund +2.8% (YTD...

Manager Comment for Mekong Fund

Asian Markets fell back in June, with the Hang Seng Index -5.0%, MSCI Asia ex Japan Index -5.2%, MSCI AC ASEAN -7.1%, Thai SET Index -10.3%, our funds also slipped with Knight Mekong Fund -0.6%, Knight Asia Contrarian Fund -1.0%. After the disappointing North...

Manager Comment March 2017

Asian Markets saw profit-taking in March holding on to slim YTD gains, with the Hang Seng Index -2.4%, MSCI Asia ex Japan Index -1.6%, MSCI AC ASEAN -2.6%, Thai SET Index -2.1%, with the Mekong Fund +2.3%. With the Fed drawing money out of the market, investors...
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