End of 2024 Review -disappointing +8%

Mid Year 2024 Review +10.5% / 9.3% a few new ideas….

End of 2023 Review Dissapointing +0.8% / +5.4%

Brief run through new investments – HAUTO:OSL, CMCX.L, ASHM.L, VOD.L, ECH, EBOX.L

New Investment – Anglo Eastern Plantations (AEP.L)

2022 Review – Worst Year to date, -10% / -34%

JP Morgan Russian – saying they won’t issue shares – still vote No to everything.

$JRS – Cheap but vote against Name / Mandate change, Oil and Gas also Shorts

H1 Performance 0%, -30%, depending on your point of view

Russia invasion of Ukraine – Worst investing day ever -c25-30% ytd

Tharisa – mispriced following minority buy out, very low risk opportunity.

2021 Performance / Portfolio Review a slightly disappointing +20.5%

Lenenergo Prefs – 10-15% yield & EOS Russia – Adventures in Russian Grids

H1 2021 Review / Portfolio +13.8%