PTG Energy Public Company Limited (PTG TB): Profitable Growth rank of 2 was same compared to the prior period’s 2nd rank. This is World Class performance compared to 300 large Energy companies worldwide.
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ANTA Sports Products Limited (2020 HK): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 980 large Cons. Disc. companies worldwide.
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Andrew was a guest on Calgary Connects—a CFA Society Calgary podcast—to talk about ethics in decision making.
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PT Harum Energy Tbk (HRUM IJ): Profitable Growth rank of 1 was up compared to the prior period’s 2nd rank. This is World Class performance compared to 210 medium Energy companies worldwide.
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Origin Property Public Company Limited (ORI TB): Profitable Growth rank of 1 was up compared to the prior period’s 2nd rank. This is World Class performance compared to 350 medium Real Estate companies worldwide.
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eREX Company Limited (9517 JP): Profitable Growth rank of 2 was up compared to the prior period’s 3rd rank. This is World Class performance compared to 310 large Utilities companies worldwide.
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All Weather Strategy: The strategy outperformed a traditional 60/40 portfolio by 0.9% in July 2021. Reopening of Western economies should drive these equities, and we expect strong commodities demand from Western and Chinese recovery. Risks: Inflation turns out transitory, new government-mandated shutdowns.
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Hyundai Department Store Company Limited (069960 KS): Profitable Growth rank of 7 was same compared to the prior period’s 7th rank. This is below average performance compared to 980 large Cons. Disc. companies worldwide.
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Com7 Public Company Limited (COM7 TB): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 980 large Cons. Disc. companies worldwide.
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AEON Co (M) Berhad (AEON MK): Profitable Growth rank of 8 was same compared to the prior period’s 8th rank. This is below average performance compared to 980 large Cons. Disc. companies worldwide.
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