Quarterly letters

Investment process is not based on fashion or timing in 2000

by Ashik Shah on 16 May 2000

It is not about going with the crowd in 2000

by Ashik Shah on 15 February 2000

Valuing what you know and understand as opposed to taking a punt in 1999

by Ashik Shah on 16 November 1999

Concentration, volatility and diversification as insurance against ignorance in 1999

by Ashik Shah on 13 August 1999

Investing in business not markets in 1999

by Ashik Shah on 14 May 1999

Internet bubble, emerging market turmoil and greed in 1999

by Ashik Shah on 12 February 1999

Taking advantage of volatility in 1998

by Ashik Shah on 18 November 1998

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