Rosefinchfund

3

carbon neutrality, 3060+, equity+ three major sectors

35

35% of Rosefinch shareholdings are owned by 40+ employees, with the rest owned mainly by two-founders

40

research and investment professionals accounts for about 40% of the staff

Industry Analysis

Monthly Commentary 2023 July

Learn More

The Semiconductor Cycle

monthon-month earnings have rebounded from the bottom

To be a Cautious Optimist

Being cautious and being optimistic, yet both are required for a successful investment career

A few counter-intuitive truths about index investing

Another counter-intuitive truth is that the index can also be “buy high sell low.”

Being Victorious Without Spectacular Victories

What investors need to do is build a sustainable mechanism for identifying and capturing these mispricing

Rosefinch Chairman speech on ESG Investing

investment logic may be shifting toward becoming "indispensable"