2022 March Portfolio Update

Purchase and Sale

I took the opportunity to continue to average down on familiar names which had been beaten down in March.

Cash Outflow:

I had continued to accumulate past position like AMP Limited, Asian Pay TV, Berjaya Corp, DXC Technology, Kaspi.kz, MSOS, NetDragon and Taste Gourmet.

I would no longer be upping my stake in AMP Limited and Taste Gourmet as they have re…