- Chairman’s Statement OAM Asian Recovery Fund attributes its lag to low technology exposure, its cap on Greater China assets and severe de-rating of quality consumer businesses in ASEAN. It sold China Yangtze Power, Value Partners Taiwan Fund and much of Cosco Shipping International to meet geographic limits, while adding Asian, Korean activist and asset-backed investments. 2025 CHDGF $1.3BMMYT $4.8BVPGLF $379M
One letter so far. We collect each new one as Overseas Asset Management Asian Recovery Fund publishes it.
