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Ross & Van Compernolle is an independent investment manager. We specialise in a sustainable approach to investing in listed small to mid-sized capitalisation companies within the ASEAN region.

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Musings

Supply Chain Commodities
16 September 2021
Supply Chain Commodities
Today’s letter focuses on Supply Chains & Commodities.
Non-Bank Financing Bad Debt
14 September 2021
Non-Bank Financing Bad Debt
Continued policy errors and lockdowns in the ASEAN region and throughout multiple parts of the world allow for multiple opportunities to continue to arise.
Shipping – An Awful Idea
11 March 2021
Shipping – An Awful Idea
The shipping industry is notorious for capital destruction with decades of underperformance followed by a few years of astounding rates.
ASEAN - Why Small Mid Caps outperform 2021
09 February 2021
ASEAN - Why Small Mid Caps outperform 2021
Since equities reached their March 2020 bottom, SMCs have outperformed.
Policy Errors
15 December 2020
Policy Errors
This combined with a recovery in business activities has been driving our existing and several new holdings since March 2020.
Capital Flows – ASEAN
14 December 2020
Capital Flows – ASEAN
COVID-19 Musing
16 March 2020
COVID-19 Musing
ASEAN COVID-19 IMPACT
24 February 2020
ASEAN COVID-19 IMPACT