Insights

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

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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