3Q23 Fund Letter

I’m pleased to share the third quarter 2023 update for the Longriver Partners Fund. You can read it in the Letters section of this site once you’ve registered. I discuss why good capital allocation matters to our strategy, and why it is so hard to find in Asia. I also share my thoughts on Evolution, HDFC Bank, TSMC, Techtronics, Berkshire Hathaway, Tencent and Netease.