Hillope Capital Letters

H1 2025 Results and Thoughts

Days are long; Years are short

Oct 20 • 

Hillope Capital

May 2025

Full Year 2024 Results and Thoughts

Believe in the weight, not the votes.

May 28 • 

Hillope Capital

August 2024

H1 2024 Results and Thoughts

People call it Value Investing, I call it Company Investing

Aug 6, 2024 • 

Hillope Capital

May 2024

Full Year 2023 Results and Thoughts

Patience, my friend, Patience ...

May 27, 2024 • 

Hillope Capital

1

November 2023

Q3 2023 Results and Thoughts

Dear Investors,

Nov 20, 2023 • 

Hillope Capital

September 2023

Q2 2023 Results and Thoughts

Dear Investors,

Sep 11, 2023 • 

Hillope Capital

2

June 2023

Q1 2023 Results and Thoughts

Dear Investor,

Jun 6, 2023 • 

Hillope Capital

December 2022

New Journey in 2023 - Hillope Capital Letters

A formal investor letter to track my performance and share my thoughts

Dec 31, 2022 • 

Hillope Capital

January 2022

Berkshire Hathaway vs. KKR

The key differences between value investing and private equity

Jan 13, 2022 • 

Hillope Capital

5

August 2021

AK Medical/爱康医疗 (HK: 1789)

A Leading Orthopaedic Implants Business in China

Aug 23, 2021 • 

Hillope Capital

1

July 2021

A Black Swan Event on Renrui?

Or is it?

Jul 7, 2021 • 

Hillope Capital

2

April 2021

Renrui HR / 人瑞人才 (HK: 6919)

Leading flexible staffing provider in China; huge macro-economic tailwind; excellent ROIC; Strong owner-operator with various growth optionality

Apr 25, 2021 • 

Hillope Capital