Insights

We provide insights into our investment results, portfolio company updates and market outlook. We are always available to discuss these topics with you.

Downloadable  |  Sep 30, 2024

Quarterly Snapshot

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Downloadable  |  Sep 30, 2024

3Q2024 Investor Letter

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Commentary  |  Jul 16, 2024

2Q2024 Investor Letter

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Downloadable  |  Jul 16, 2024

Quarterly Snapshot

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Downloadable  |  Mar 31, 2024

Quarterly Snapshot

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Commentary  |  Mar 31, 2024

1Q2024 Investor Letter

Groundbreaking AI and Healthcare Innovations Set the Stage
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Commentary  |  Dec 31, 2023

4Q2023 Investor Letter

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Downloadable  |  Dec 31, 2023

Quarterly Snapshot

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Commentary  |  Sep 30, 2023

3Q2023 Investor Letter

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Downloadable  |  Sep 30, 2023

Quarterly Snapshot

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Downloadable  |  Jun 30, 2023

Quarterly Snapshot

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Commentary  |  Jun 30, 2023

2Q2023 Investor Letter

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Commentary  |  Mar 31, 2023

1Q2023 Investor Letter

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Downloadable  |  Mar 31, 2023

Quarterly Snapshot

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Downloadable  |  Dec 31, 2022

Quarterly Snapshot

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Commentary  |  Dec 31, 2022

4Q2022 Investor Letter

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Downloadable  |  Sep 30, 2022

Quarterly Snapshot

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Commentary  |  Sep 30, 2022

3Q2022 Investor Letter

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Downloadable  |  Jun 30, 2022

Quarterly Snapshot

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Commentary  |  Jun 30, 2022

2Q2022 Investor Letter

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Downloadable  |  Mar 31, 2022

Quarterly Snapshot

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Commentary  |  Mar 31, 2022

1Q2022 Investor Letter

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Commentary  |  Feb 01, 2022

4Q2021 Investor Letter

MayTech’s Global Growth strategy posted return of +6.49%% net of fees for the calendar year 2021, compared to a return of +18.54% for the MSCI All Country World Index (MSCI ACWI).
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Downloadable  |  Dec 31, 2021

Quarterly Snapshot

MayTech Global Growth Strategy
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Commentary  |  Nov 09, 2021

3Q2021 Investor Letter

MayTech’s Global Growth Strategy posted a return of -2.05% net of fees for the third quarter, compared to a return of -1.05% for the MSCI All Country World Index (ACWI)
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Downloadable  |  Sep 30, 2021

Quarterly Snapshot

MayTech Global Growth Strategy
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Commentary  |  Jul 27, 2021

2Q2021 Investor Letter

MayTech’s Global Growth Strategy posted a return of 12.88% net of fees for the second quarter, compared to a return of 7.39% for the MSCI All Country World Index (ACWI).
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Downloadable  |  Jun 30, 2021

Quarterly Snapshot

MayTech Global Growth Strategy
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Downloadable  |  Mar 31, 2021

Quarterly Snapshot

MayTech Global Growth Strategy
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Commentary  |  Mar 31, 2021

1Q2021 Investor Letter

MayTech’s Global Growth Strategy posted a return of -1.76% net of fees for the first quarter, compared to a return of +4.57% for the MSCI All Country World Index (ACWI).
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Commentary  |  Dec 31, 2020

4Q2020 Investor Letter

The MayTech Global Growth Strategy posted a return of +13.48% net of fees for the fourth quarter 2020, compared to a return of +14.68% for the MSCI All Country Index (ACWI).
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Commentary  |  Sep 30, 2020

3Q2020 Investor Letter

MayTech’s Global Growth Strategy posted a return of 17.34% net of fees for the third quarter, compared to a return of 8.13% for the MSCI All Country World Index (ACWI).
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Commentary  |  Jun 30, 2020

2Q2020 Investor Letter

MayTech’s Global Growth Strategy posted a return of 29.90%, net of fees, for the first half of the year, compared to a return of -6.25% for the MSCI All Country World Index (ACWI).
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Commentary  |  Mar 31, 2020

1Q2020 Investor Letter

For the first quarter of 2020, the MayTech Global Growth Strategy posted a return of -7.01% net of fees, compared to a return of -21.37% for the MSCI All Country World Index (ACWI).
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Commentary  |  Dec 31, 2019

4Q2019 Investor Letter

For the full year 2019, the MayTech Global Growth Strategy posted a return of 28.96% net of fees, compared to a return of 26.60% for the MSCI All Country World Index (ACWI).
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Commentary  |  Sep 30, 2019

3Q2019 Investor Letter

For the third quarter of 2019, MayTech’s Global Growth Strategy posted a return of -2.49% net of fees, compared to the total return of -0.03% for the MSCI All Country World Index (ACWI).
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Commentary  |  Jun 30, 2019

2Q2019 Investor Letter

We are happy to report that for the first half of 2019, the MayTech Global Growth Strategy posted a return of 19.05% net of fees, compared to the total return of 16.23% for the MSCI All Country World Index (ACWI).
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Commentary  |  Mar 31, 2019

1Q2019 Investor Letter

For the first quarter of 2019, the MayTech Global Growth Strategy posted a return of 14.05% net of fees, compared to the total return of 12.18% for the MSCI All Country World Index (ACWI).
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Articles  |  Dec 28, 2018

Why Global Investment Still Matters

Brexit. A border wall. Punitive tariffs. Trade wars. Reading today’s headlines, one might...
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Articles  |  Dec 18, 2018

Is Sector Investing Going Away?

Market-based investing that depends on sector classification has long been a favored method for diversifying an investment portfolio.
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Articles  |  Dec 06, 2018

The “Winner Take All” Dynamic in Investing

Prior to the turn of the last century, the industrial revolution was powered by capital and people intensive companies that came to dominate the economic system.
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Articles  |  Nov 06, 2018

The Madness of Market Timing

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