PORTFOLIO

2021


September 2021
LHL Risk Report
Letter to Shareholders
Issue 59: Production vs Consumption


August 2021
LHL Risk Report
Letter to Shareholders
Issue 58: Not All Return Is Created Equal


July 2021
LHL Risk Report
Letter to Shareholders
Issue 57: Real Estate Data & Online Marketplace


June 2021
LHL Risk Report
Letter to Shareholders
Issue 56: Sharper & Clearer


May 2021
LHL Risk Report
Letter to Shareholders
Issue 55: The Cost of Returns


April 2021
LHL Risk Report
Letter to Shareholders
Issue 54: The Run And The Turn


March 2021
LHL Risk Report
Letter to Shareholders
Issue 53: Global Basic Materials


February 2021
LHL Risk Report
Letter to Shareholders
Issue 52: Premium Shopping Malls


January 2021
LHL Risk Report
Letter to Shareholders
Issue 51: 2021 Starts With Crypto


2020


December 2020
LHL Risk Report
Letter to Shareholders
Issue 50: The Clarity of Asymmetry


November 2020
LHL Risk Report
Letter to Shareholders
Issue 49: Workplace Infrastructure, Safety & Control


October 2020
LHL Risk Report
Letter to Shareholders
Issue 48: Curation & Private Labels


September 2020
LHL Risk Report
Letter to Shareholders
Issue 47: Fintech With Ultra-High Precision


August 2020
LHL Risk Report
Letter to Shareholders
Issue 46: Drawdown & Recovery 3.0


July 2020
LHL Risk Report
Letter to Shareholders
Issue 45: Doors & A Bridge Between Two Worlds


June 2020
LHL Risk Report
Letter to Shareholders
Issue 44: Spices, Surgery & Simulation


May 2020
LHL Risk Report
Letter to Shareholders
Issue 43: 5G, Enzymes & Something Sweet


April 2020
LHL Risk Report
Letter to Shareholders
Issue 42: Food, Hygiene, Software & Gold


March 2020
LHL Risk Report
Letter to Shareholders
Issue 41: Blueprint 2030

Letter to Shareholders - Special Edition II
Issue 39: On the way down, On the way up

Letter to Shareholders - Special Edition I
Issue 38: Volatility, Timing & Macro


February 2020
LHL Risk Report
Letter to Shareholders
Issue 40: Lodestar's 20th investment; Japan Long-Short Equity


January 2020
LHL Risk Report
Letter to Shareholders
Issue 37: Lodestar's 19th investment; Enterprise & Personal Computing


2019


December 2019
LHL Risk Report
Letter to Shareholders
Issue 36: Lodestar's new investment; India Mid-Small Cap


November 2019
LHL Risk Report
Letter to Shareholders
Issue 35: Lodestar's new investment; Construction & Mining equipment


October 2019
LHL Risk Report
Letter to Shareholders
Issue 34: Joining the team


September 2019
LHL Risk Report
Letter to Shareholders
Issue 33: What is price risk


August 2019
LHL Risk Report
Letter to Shareholders
Issue 32: What's hot & what's not


July 2019
LHL Risk Report
Letter to Shareholders
Issue 31: LHL makes 18th investment; Electrical & Digital Infrastructure


June 2019
LHL Risk Report
Letter to Shareholders
Issue 30: How asymmetry works


May 2019
LHL Risk Report
Letter to Shareholders
Issue 29: LHL makes new investment; Asia Arbitrage Fund


April 2019
LHL Risk Report
Letter to Shareholders
Issue 28: LHL recovers drawdown, hits new high 2.0


March 2019
LHL Risk Report
Letter to Shareholders
Issue 27: LHL's four horses


February 2019
LHL Risk Report
Letter to Shareholders
Issue 26: The wind at LHL's back


January 2019
LHL Risk Report
Letter to Shareholders
Issue 25: For LHL to be a one-stop home for investor's capital


2018


December 2018
LHL Risk Report
Letter to Shareholders
Issue 24: LHL makes its 17th investment; Australia long/short


November 2018
LHL Risk Report
Letter to Shareholders
Issue 23: LHL makes new investment; Technology innovation


October 2018
LHL Risk Report
Letter to Shareholders
Issue 22: On the topic of 'expected returns' at LHL


September 2018
LHL Risk Report
Letter to Shareholders
Issue 21: On the topic of 'correlation' at LHL


August 2018
LHL Risk Report
Letter to Shareholders
Issue 20: LHL recovers drawdown, hits new high


July 2018
LHL Risk Report
Letter to Shareholders
Issue 19: LHL's global profile, with 15-20 investments


June 2018
LHL Risk Report
Letter to Shareholders
Issue 18: First direct investment in Europe; Public & Private Holding Company


May 2018
LHL Risk Report
Letter to Shareholders
Issue 17: Japan's sector rotation, China's industrial automation


April 2018
LHL Risk Report
Letter to Shareholders
Issue 16: Precision medicine, Insurance in emerging markets


March 2018
LHL Risk Report
Letter to Shareholders
Issue 15: Emerging markets and Vertical market software


February 2018
LHL Risk Report
Letter to Shareholders
Issue 14: Largest logistics solution, Bengaluru airport


January 2018
LHL Risk Report
Letter to Shareholders
Issue 13: LHL makes 11th investment; Asian Holding Company


2017


December 2017
LHL Risk Report
Letter to Shareholders
Issue 12: Building up LHL's investment in Technology


November 2017
LHL Risk Report
Letter to Shareholders
Issue 11: Tax cuts in the US, Equity market potential in India


October 2017
LHL Risk Report
Letter to Shareholders
Issue 10: Bioscience, Energy & Transport technology


September 2017
LHL Risk Report
Letter to Shareholders
Issue 9: LHL is close to steady state


August 2017
Letter to Shareholders
Issue 8: LHL makes its 10th investment; Technology


July 2017
Letter to Shareholders
Issue 7: Selling mature assets, Falling share of OPEC's oil


June 2017
Letter to Shareholders
Issue 6: LHL makes its 9th investment; Events-trading


May 2017
Letter to Shareholders
Issue 5: Building up LHL's investment in the US


April 2017
Letter to Shareholders
Issue 4: On the topic of 'rebalancing' at LHL


March 2017
Letter to Shareholders
Issue 3: Building up LHL's investment in Real assets


February 2017
Letter to Shareholders
Issue 2: Frothy properties in Canada, New housing starts in the US


January 2017
Letter to Shareholders
Issue 1: What makes LHL different



This website has been prepared solely for the purpose of providing information about Lodestar Holdings Limited ("LHL") to its shareholders. It is not an offer or solicitation for any service or product. It should not be relied upon, used or construed as recommendation or advice.

This website has been compiled in good faith. No representation is made as to the accuracy of the information it contains, nor any commitment to update it. LHL reserves the right to add, modify or delete any information at this website at any time.