Insights

We provide news, commentary and insights as part of our close collaboration with our clients. We are always available to discuss these topics with you.

Commentary  |  Dec 31, 2023

Investor Letter 4th Quarter, 2023

Learn More
Downloadable  |  Dec 31, 2023

Quarterly Snapshot

Learn More
Commentary  |  Sep 30, 2023

Investor Letter 3rd Quarter, 2023

Learn More
Downloadable  |  Sep 30, 2023

Quarterly Snapshot

Learn More
Downloadable  |  Jun 30, 2023

Quarterly Snapshot

Learn More
Commentary  |  Jun 30, 2023

Investor Letter 2nd Quarter, 2023

Learn More
Commentary  |  Mar 31, 2023

Investor Letter 1st Quarter, 2023

Learn More
Downloadable  |  Mar 31, 2023

Quarterly Snapshot

Learn More
Downloadable  |  Dec 31, 2022

Quarterly Snapshot

Learn More
Commentary  |  Dec 31, 2022

Investor Letter 4th Quarter, 2022

Learn More
Downloadable  |  Sep 30, 2022

Quarterly Snapshot

Learn More
Commentary  |  Sep 30, 2022

Investor Letter 3rd Quarter, 2022

Learn More
Downloadable  |  Jun 30, 2022

Quarterly Snapshot

Learn More
Commentary  |  Jun 30, 2022

Investor Letter 2nd Quarter, 2022

Learn More
Downloadable  |  Mar 31, 2022

Quarterly Snapshot

Learn More
Commentary  |  Mar 31, 2022

Investor Letter 1st Quarter, 2022

Learn More
Commentary  |  Feb 01, 2022

Investor Letter 4th Quarter, 2021

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).
Learn More
Publications  |  Jan 14, 2022

The Metaverse Revolution

The advent and impending buildout of the Metaverse will fundamentally alter investment opportunities in several industries, including retail, cybersecurity, and healthcare.
Learn More
Downloadable  |  Dec 31, 2021

Quarterly Snapshot

MayTech Global Growth Strategy
Learn More
Commentary  |  Nov 09, 2021

Investor Letter 3rd Quarter, 2021

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)
Learn More
Downloadable  |  Sep 30, 2021

Quarterly Snapshot

MayTech Global Growth Strategy
Learn More
Commentary  |  Jul 27, 2021

Investor Letter 2nd Quarter, 2021

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).
Learn More
Downloadable  |  Jun 30, 2021

Quarterly Snapshot

MayTech Global Growth Strategy
Learn More
Downloadable  |  Mar 31, 2021

Quarterly Snapshot

MayTech Global Growth Strategy
Learn More
Commentary  |  Mar 31, 2021

Investor Letter 1st Quarter, 2021

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).
Learn More
Commentary  |  Dec 31, 2020

Investor Letter 4th Quarter, 2020

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).
Learn More
Commentary  |  Sep 30, 2020

Investor Letter 3rd Quarter, 2020

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).
Learn More
Publications  |  Aug 05, 2020

Emerging Manager Monthly

MayTech Rides Digital Trend To Strong 2020 Performance
Learn More
Commentary  |  Jun 30, 2020

Investor Letter 2nd Quarter, 2020

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).
Learn More
Commentary  |  Mar 31, 2020

Investor Letter 1st Quarter, 2020

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).
Learn More
Publications  |  Jan 31, 2020

Emerging Manager Monthly

MayTech Global Investments Hits 3-Year Milestone
Learn More
Commentary  |  Dec 31, 2019

Investor Letter 4th Quarter, 2019

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).
Learn More
Commentary  |  Sep 30, 2019

Investor Letter 3rd Quarter, 2019

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).
Learn More
Commentary  |  Jun 30, 2019

Investor Letter 2nd Quarter, 2019

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).
Learn More
Publications  |  Jun 25, 2019

Family Capital Interview

Partner Content: Capitalising on innovation is catching family office interest
Learn More
Commentary  |  Mar 31, 2019

Investor Letter 1st Quarter, 2019

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).
Learn More
Publications  |  Mar 25, 2019

CityWire Boutique of the Week

Nels Wangensteen and Ingrid Yin met in 2009, when Wangensteen was a principal and portfolio manager at Integre Asset Management and Yin was a senior research analyst covering Chinese consumer healthcare at Brean Capital.
Learn More
Publications  |  Dec 28, 2018

Why Global Investment Still Matters

Brexit. A border wall. Punitive tariffs. Trade wars. Reading today’s headlines, one might...
Learn More
Publications  |  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.
Learn More
Publications  |  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.
Learn More
Publications  |  Nov 06, 2018

The Madness of Market Timing

The stock market is often compared to a roller coaster, complete with gut-wrenching drops, soaring climbs, and surprising twists and turns.
Learn More
Publications  |  Jun 18, 2018

Interview with Nels and Ingrid

Looking for Global Growth Through Innovative, Disruptive Companies
Learn More
Publications  |  Feb 28, 2018

Emerging Manager Monthly

Global equity manager MayTech Global Investments followed closely behind, returning 50.32% for the year.
Learn More
Publications  |  Jul 03, 2017

Wall Street Transcript

Seeking Growth in Companies on the Cutting Edge of Technology
Learn More
Publications  |  Jun 30, 2017

Emerging Manager Monthly

As technology continues to take a central role in everyday life and business, a new global growth equity manager has launched looking to bring a unique perspective to the markets—and institutions.
Learn More
LOAD MORE