Guy Shirtliff
Stellar James Management Pte Ltd - awarded CMS license
Pleased to share that Stellar James Management Pte Ltd has been awarded its Capital Market Services (CMS) license by the Monetary...
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Mixed Authors
Apr 11, 20234 min
Hello Macao!
Last week, the SJM team took a trip to Macau to perform channel checks and assess the impact of China's reopening. We like what we saw!...
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Mixed Authors
Feb 10, 20232 min
Stellar James freshly sponsored Mambas victorious in season opener
Updated: Feb 22, 2021 Round 1: Singapore Touch League - Men's 30s Mandai Mambas 9 (5) Rebels B 6 (5) A green Mandai Mambas outfit staged...
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Mixed Authors
Feb 10, 20231 min
Q3 MACROECONOMIC & GEOPOLITICAL OVERVIEW
Disclaimer You understand that no content published on this site constitutes a recommendation that any particular security, portfolio of...
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Mixed Authors
Feb 10, 20233 min
Market Commentary - February 2022
· Global equities (-2.7%) fell for the 2nd consecutive month (last seen in 2020) - The selloff triggered by 1.) A higher than...
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Mixed Authors
Feb 10, 20232 min
Monthly Update - 30Apr22
· Markets came under pressure as an increasingly hawkish Fed drove the worlds discount rate higher (US 10-year treasury yields...
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Feb 10, 20231 min
Q2 2022 Quarterly Update Letter
Disclaimer You understand that no content published on this site constitutes a recommendation that any particular security, portfolio of...
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Mixed Authors
Feb 10, 20231 min
Q3 2022 Quarterly Update Letter
Disclaimer You understand that no content published on this site constitutes a recommendation that any particular security, portfolio of...
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Mixed Authors
Feb 10, 20231 min
Investment Analyst hire
Welcome Adrian to Stellar James - looking forward to collaborating and creating a special culture with lots of learning & success....
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Mixed Authors
Feb 10, 20231 min
Senior Investment Analyst and trainee Portfolio Manager hire
Welcome Kayleigh Goh, CFA to Stellar James as Senior Analyst and Trainee Portfolio Manager. Look forward to a successful 2023!...
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Mixed Authors
Sep 1, 20213 min
Market commentary - August 2021
· The equity market (+2.4%) ascent continued, and the bears have headed for an early hibernation (usually occurs between October...
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Mixed Authors
Aug 26, 20211 min
Sohu.com (SOHU) - A potential 3x
Disclaimer You understand that no content published on this site constitutes a recommendation that any particular security, portfolio of...
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Mixed Authors
Aug 23, 20213 min
Market Commentary - July 2021
· At a headline level global equities delivered a mediocre +0.6% for July – under the surface we saw a lot more turbulence and...
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Mixed Authors
Jul 14, 20211 min
Principles - Ray Dalio
Quality book and foundation for any individual or investor. Chapters 2 & 3 are very relevant to current times - with many parallels to...
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Mixed Authors
Jul 12, 20211 min
Stellar James - Shirtliff Venture granted SG tax exemption for resident funds under section 13R
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Mixed Authors
Jun 26, 20211 min
Global Macro Factsheet - 30 June 2021
Disclaimer You understand that no content published on this site constitutes a recommendation that any particular security, portfolio of...
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Mixed Authors
Apr 22, 20211 min
Has the Bubble Already Popped?
BY SVEN HENRICH ON APRIL 21, 2021 Some great charts and historic parallel's in the article below https://northmantrader.com/2021/04/21/ha...
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Mixed Authors
Jan 8, 20212 min
AIA for Q1'21
Asian Quality Compounder AIA is a leading Asian life insurer with significant operations in China, Hong Kong, Thailand, Singapore, &...
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Mixed Authors
Jan 8, 20211 min
2020 RETURNS
+52.5% vs the MSCI ACWI +14.3% Avg. equity exposure 75% JD.com & Freeport primary positive contributors Concentrated portfolio of 3~5...
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Mixed Authors
Sep 21, 20201 min
The Portfolio of 5 + Freeport (FCX)
Freeport (FCX-US) - SeekingAlpha report below, outlines the investment case nicely GOLD + COPPER Current price hasn't caught up to...
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