PORTFOLIO
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
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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.