LKFLF News and Press, Luk Fook Hldgs Intl Ord

Summary This article looks back at 5 of my most profitable positions over the past two years: shorting Zoom and TIPs, long Philip Morris, BHP, and Luk Fook. Two years is shorter than my preferred performance horizon, but these were cases where I bought low and sold high. While I mus...

While inflation is too broad a factor to be fully captured by any one stock, my current top pick for an "inflation stock" is Chinese jeweller Luk Fook. Three factors I believe are likely to drive Luk Fook's outperformance in an inflationary environment are its balance sheet, luxury pr...

Tweedy, Browne Company LLC provides investment advisory services. The Company offers portfolio management, financial planning, and consulting services for individuals, institutions, partnerships, pension and profit-sharing plans, charitable foundations, trusts, and offshore funds. Tweedy,...

ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. Small cap stocks struggled during the first quarter as in...

The following slide deck was published by Luk Fook Holdings International Ltd in conjunction with their 2018 Q4 earnings Read more ...