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The Mash Quarterly | 3Q21
Mash believes Global Alternative Assets should be part of your Core investment portfolio. Read more.
Kunal Mashruwala
Oct 4, 20211 min read
Factsheet | 2Q21
We are halfway through 2021. Alpha and Beta on portfolios and Delta on COVID variants seem top of mind. Sharing a Global Multi-Asset...
Kunal Mashruwala
Jul 16, 20211 min read
What were you thinking?
My thoughts, actually ramblings, on the froth and frenzy in today's global (US) markets. High growth stocks. Hot IPOs. SPACs. ARK. Tesla....
Kunal Mashruwala
May 14, 20215 min read
The Mash Quarterly | 1Q21
Valuation matters. US and World ex-US. TAM and EV/Sales. SPACulation! And more. Read on.
Kunal Mashruwala
Apr 19, 20211 min read
SPACulation!
While SPACs are all the rage nowadays, they are hardly new. After all, human behavior is hardly new, right? Turns out, SPACs (Special...
Kunal Mashruwala
Apr 9, 20216 min read
Factsheet | 1Q21
In the process of increasing our allocation to "real assets" and "alternatives". Sharing the Global Multi-Asset allocation as of 31Mar21.
Kunal Mashruwala
Apr 7, 20211 min read
Factsheet | 2H20
2020 is behind us. How are we positioned for 2021? Sharing a Global Multi-Asset allocation as of 31Dec20 along with updated performance...
Kunal Mashruwala
Jan 14, 20211 min read
The Mash Quarterly | 3Q20
Volatility matters. Exploring China. And more in the 3Q20 issue of The Mash Quarterly.
Kunal Mashruwala
Oct 11, 20201 min read
Factsheet | 1H20
Global Multi-Asset allocation as of 30Jun20 along with updated performance numbers since inception in 2011.
Kunal Mashruwala
Sep 28, 20201 min read
The Mash Quarterly | 2Q20
Prudence pays. For Vietnam and for Mash Global. Explore more in the 2Q20 issue of The Mash Quarterly.
Kunal Mashruwala
Jul 18, 20201 min read
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