Newsletter

Rational Optimism For Robust Recovery

2014 failed to live up to expectations despite attempts by the Government of Mongolia (GOM) to restore investor confidence. Compounded by collapsing commodity prices, the domestic economic situation continued to deteriorate. A fragile coalition government, lacking unity and effective leadership, struggled to make political headway and failed to deliver on […] Read more »

The Second Month in A Row Of Positive Double Digit Returns For KMEF

Khan Investment Management (Khan) is pleased to report that August performance for the Khan Mongolia Equity Fund (KMEF) was +14.77% – the second month in a row of positive double digit returns (following +11.39% for July). Several years of economic headwinds compounded by previous political missteps, falling commodity prices, and […] Read more »

Khan Investment Management Update: Greetings From Ulaanbaatar!

SPACE Khan Investment Management (“Khan”) is pleased to report July performance for the Khan Mongolia Equity Fund (KMEF) of +11.39% following encouraging exploration results from several portfolio companies and a perceived positive shift in investor sentiment towards the Mongolian mining sector. SPACE Mongolia Update The Mongolian National Statistics office this […] Read more »

Khan Investment Management Update: Happy Naadam!

It’s been some time since our last newsletter – and for that I apologise. We’ve admittedly been quiet, but we’ve been very busy. With our recently expanded Khan Team and the additional resources of our new Fund Management Company, I assure you that in future our correspondences will be regular […] Read more »

Khan Investment Management Update: Government of Mongolia and Rio Tinto are making progress on the negotiations regarding Oyu Tolgoi project

For the month of September, the Khan Mongolia Equity Fund (KMEF) was down marginally by 0.57%. Despite positive performance from a number of positions, the aggregate portfolio performance was weighed down by the continued sell off of Turquoise Hill Resources Ltd (TRQ:US). Earlier in the month the Government of Mongolia […] Read more »