For over 21 years, Doug Barnett has been investing in Thailand, achieving a 3111% gain in value (IRR = 18.1%), while, as a comparison, Warren Buffett’s Berkshire Hathaway was up only 1860% (IRR 15.3%) and BANPU, the best performing listed Thai stock, was up only 1090%. Over the same period, Thailand’s SET Index was down 1%. Thailand – as all emerging countries – is volatile. Therefore, Barnett prefers investors who understand the opportunity set and recommends to invest with a multiple-year time horizon. Julian Robertson and George Soros were among his early investors.
Doug Barnett: The hedge fund manager of hedge fund managers
Check out this video H/T reddit.com/r/SecurityAnalysis/ also check out his 2011 interview with Opalesque TV
Coho Capital 2Q20 Commentary: Podcasts, The New Talk Radio
Coho Capital commentary for the second quarter ended June 30, 2020. Q2 2020 hedge fund letters, conferences and more Dear Partners, Coho Capital returned 46.6% during the first half of the year compared to a loss of 3.1% in the S&P 500. Many of our holdings, such as Netflix, Amazon, and Spotify, were perceived beneficiaries Read More