Everest has just released its 6th shareholder letter on the website (link). The market environment in China's equity market remains challenging. In this turbulent environment, open and honest communication becomes even more important.
In addition to the shareholder letter, I will host my fund’s 1H23 shareholder meeting on July 18th at 9pm Beijing time (GMT+8). I will review the portfolio positionings and performance, discuss issues of importance, and share my latest thoughts. The meeting will be in webinar format with Q&As. Please register here (link), and I look forward to having you join me. Thank you!
Best,
Min
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