Entries by Tim Price

Red Yawn

Want to become a Hollywood millionaire ? Just inherit a billion dollars, and make a film about North Korea. We thought the James Franco / Seth Rogen film ‘The Interview’ was bad (“torture from almost start to finish” – The Wall Street Journal). But that was until we stumbled upon the 2012 remake of John […]

PVP Factsheet October 2016

The GBP A class of the fund recorded a gain of 5.15% for the month of October (variations in performance by the other currency share classes of the fund relate solely to foreign exchange translation effects as the underlying holdings are identical.) This brings the cumulative return of the fund from inception in June 2015 […]

PVP Factsheet September 2016

The GBP A class of the fund recorded a gain of 3.11% for the month of September (variations in performance by the other currency share classes of the fund relate solely to foreign exchange translation effects as the underlying holdings are identical.) Among the positive contributors for the month were the fund’s holdings of Boliden […]

PVP Factsheet August 2016

The GBP A class of the fund recorded a small loss of 0.24% for the month of August (variations in performance by the other currency share classes of the fund relate solely to foreign exchange translation effects as the underlying holdings are identical.) Among the gainers for the month were the fund’s positions in Argos […]

PVP Factsheet July 2016

The GBP A class of the fund recorded a gain of 8.30% for the month of July (Variations in performance by the other currency share classes of the fund relate solely to foreign exchange translation effects as the underlying holdings are identical.) The fund’s major gainers were our investment in Silver Wheaton (+18.4% for the […]

PVP Factsheet June 2016

The GBP A class of the fund recorded a gain of 4.54% for the month of June. (Variations in performance by the other currency share classes of the fund relate solely to foreign exchange translation effects as the underlying holdings are identical.) The fund’s welcome positive return in GBP came in spite of the UK’s […]

PVP Factsheet May 2016

The GBP A class of the fund recorded a small loss of 0.15% for the month of May. (Variations in performance by the other currency share classes of the fund relate solely to foreign exchange translation effects as the underlying holdings are identical.) Positive contributors included the Vietnam Value and Income Portfolio, and Samarang Japan […]

PVP Factsheet April 2016

The GBP A class of the fund recorded a gain of 0.93% for the month of April. (Variations in performance by the other currency share classes of the fund relate solely to foreign exchange translation effects as the underlying holdings are identical.) The MSCI World Index (GBP terms) reported a 0.02% gain for the month, […]

PVP Factsheet March 2016

The GBP A class of the fund recorded a gain of 2.79% for the month of March. (Variations in performance by the other currency share classes of the fund relate solely to foreign exchange translation effects as the underlying holdings are identical.) The EUR A class of the fund rose by 2.25% for the month; […]

PVP Factsheet February 2016

The GBP A class of the fund recorded a gain of 1.60% for the month of February. (Variations in performance by the other currency share classes of the fund relate solely to foreign exchange translation effects as the underlying holdings are identical.) The fund’s gain was despite continued weakness in Japan, our largest country allocation; […]