Diamond Age Russia Fund: Monthly Letter to Investors – July 2011
Calm before the Storm “In my opinion, around these levels US Government Bonds are the short of the century,” – Dr. Marc Faber, Gloom, Boom and Doom Report “Markets can […]
Read MoreCalm before the Storm “In my opinion, around these levels US Government Bonds are the short of the century,” – Dr. Marc Faber, Gloom, Boom and Doom Report “Markets can […]
Read MoreWhile there is always a divergence of opinion and market analysis (the very essence of stock markets… race horses and marriages, i.e. a difference of opinion), rarely in the 15 […]
Read MoreIn a continuation of the near straight‐line flat return over the first quarter 2011, investors received little surprise during the April period. The Fund advanced +2.42%, slightly under-performing the benchmark […]
Read MoreAfter a near straight-line flat return over the first quarter 2011, investors might be wondering if Diamond Age has adopted a new low-vol “capital preservation” strategy. And although it may […]
Read MoreMSCI emerging market equities (MXEF) fell 2.38% in February and are now down 4.51% YTD. Diamond Age employs a global macro EM mandate with holdings in some 23 countries in […]
Read MoreFollowing a world-beating +16.66% performance in December, the Fund returned an unremarkable +0.50% vs. +2.19% for the benchmark index, MSCI Emerging Markets Europe (MXMU) in January. In the final hours […]
Read MoreExceptional year-end performance doubled the benchmark MSCI Emerging Markets Europe which advanced +8.44% for the period. Fund NAV beat the all time November 2007 high and stands at $267.80 per […]
Read MoreIan Pryde was the sole author of all 4 quarterly country reports on Russia published in 1997 by the Economist Intelligence Unit, London. At the time, the Russia reports were […]
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