NEXON Co. (TSE:3659) was the top contributor to Fund returns, up more than 30% for the quarter. The Japanese gaming company reported good second quarter results, driven by the success of their flagship game in China, Dungeon & Fighter. The recent release of Lawbreakers for the Western market, as well as some of their other titles, should help diversify their product portfolio. The company also launched MMORPG AxE in September; it became an immediate best seller in the Korean Apple store.
From Bernard Horn (Trades, Portfolio)'s third quarter 2017 shareholder commentary.
