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4Q25 Letter

I’m pleased to share the fourth quarter 2025 update for the Longriver Partners Fund. You can read it in the Letters section of this site once you’ve registered. I offer an update on performance in 2025, some brief thoughts on asymmetry, and revisit the investment case for Wise plc (WISE LN).

Longriver, Investing, CompaniesGraham Rhodes15 January 2026
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Podcasts, Macroeconomics, InvestingGraham Rhodes13 February 2026China
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3Q25 Letter

Companies, Investing, LongriverGraham Rhodes9 October 2025Plover Bay, Hong Kong, Meta, Tencen, TSMC, Nvidia
Longriver Investment Partners
19 Des Voeux Road Central,
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Hong Kong SAR China
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