Dear Friends and Families, I trust that your summer is well. Research Activities Update During the 2nd quarter, Star Magnolia Capital’s team was busy traveling. In April, we spent one week in Ho Chi Minh City with Cook Pine Capital’s research team for our first joint offsite where we discussed our research philosophy and process together while enjoying local cuisines (Vietnamese are known for dishes influenced by French cuisine during the colonial era). We also met a few local managers and visited their portfolio companies.
Love these tables and data as they show how much efforts and time the time put in and are the verification of SM's approach! With such a large volume of activies, I was wondering if the team use any tech solution to manage your investment activities? I assume the team also has a portfolio management systsem in place to aggregate different portfolio data from different custodians using by the managers hired by SM, is that system integrated with your research activies? Anyway it will be much appreciated to hear from you on these. Thanks