Quarterly Telescopes

Quarterly Telescope Q3 2020

Welcome to our latest QUARTERLY TELESCOPE. We hope these quarterlies provide you with greater insight into our thoughts on global assets as well as how your global assets are being managed.

Quarterly Telescope Q2 2020

Welcome to our latest QUARTERLY TELESCOPE. We hope these quarterlies provide you with greater insight into our thoughts on global assets as well as how your global funds are being managed. In this quarter’s Telescope, Pieter Hundersmarck discusses how our portfolios are currently positioned, our……

Quarterly Telescope Q1 2020

Welcome to our latest QUARTERLY TELESCOPE. We hope these quarterlies provide you with greater insight into our thoughts on global assets as well as how our global funds are being managed. In this quarter’s Telescope, Kyle Wales and Pieter Hundersmarck discuss how our portfolios are……

Quarterly Telescope Q4 2019

Welcome to our latest QUARTERLY TELESCOPE. We hope these quarterlies provide you with greater insight into our thoughts on global assets, as well as how our global funds are being managed. In this quarter’s Telescope, Pieter takes us through the investment case for Japanese gaming……

Quarterly Telescope Q3 2019

Welcome to our QUARTERLY TELESCOPE. We hope these quarterlies provide you with greater insight into our thoughts on global assets, as well as how our global funds are being managed. In this quarter’s Telescope, Kyle updates us on some of the happenings globally and at……

Quarterly Telescope Q2 2019

Welcome to the first publication of our QUARTERLY TELESCOPE. We hope these quarterlies provide you with greater insight into our thoughts on global assets, as well as how our global funds are being managed. In this quarter’s brief, Pieter Hundersmarck explains how we use international……