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7 Dec 2012 - The NAV for November 2012 was $1273.584, up 0.5%.

6 Nov 2012 - The NAV for October 2012 was $1267.340, an increase of 1%.

25 Oct 2012 - The 3Q12 newsletter has been posted.

5 Oct 2012- September's NAV was $1254.929, an increase of 1%.

8 Sep 2012 - The NAV for August 2012 was $1242.022, down 1.6%.

We are upgrading our email systems this weekend. If you have any trouble reaching us, please try resending the email. Apologies for the inconvenience.

6 Aug 2012 - July's NAV rose 0.2% to $1262.287.

31 Jul 2012 - The website is HTML 5 ready.

15 Jul 2012 - The 2Q12 newsletter is out. June's NAV is $1259.586, up 0.3%.

6 Jun 2012 - The NAV for May 2012 was $1256.145, flat for the month.

I came across Eric Valli's site recently. Some amazing photos. Check out High Himalaya, Honey Hunters and Off the Grid.

Do read George Soros's speech on the European crisis.

18 May 2012 - The NAV for April 2012 was $1258.252, down 1.5%. Here's an interesting article by FT about the RMB.

3 Apr 2012 - The NAV for March 2012 was $1277.854, up 6.2 % for the quarter and an increase of 1.7% for the month. The 1Q12 report has been posted.

27 Mar 2012 - Saw these 2 articles on Singapore Tourism in the news today. One is from the Washington Post by AP and the other by Reuters. Catch the difference? It really depends on which point of view you want to take. Don't read blindly.

14 Mar 2012 - The NAV for Feburary 2012 was $1256.049, an increase of 5.3%.

23 Feb 2012 - Farewell Walter Schloss - a "Superinvestor of Graham-and-Doddsville"

On another note, the recent news reports on poor working conditions in China coincided with a documentary I watched and a book I read. I had read them to find alternative viewpoints on the China consumption story. (I think conventional wisdom is that the China (and India) consumption story is unstoppable.)

The China Question is an interesting documentary on the rise on China and its effects on America. It is a well put together film showcasing the different players' viewpoints.

Poorly Made in China is an entertaining book of the travails of doing business in China.

8 Feb 2012 - The NAV for January 2012 was $1192.501, down 1%.

13 Jan 2012 - The 4Q11 report has been posted.

7 Jan 2012 - Happy New Year! The NAV for Dec 2011 was $1202.939, up 2.9% for the month. The fund ends the year, up 6.9%.