We provide research & investment management services exclusively to a single family based in Singapore.
We provide research & investment management services exclusively to a single family based in Singapore.
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Philosophy
Philosophy
We are value investors and seek to identify durable businesses for long term ownership.
Our primary focus is on a company's prospects, operating performance, cashflows, capital allocation, risks and valuations.
Approach
Approach
Our approach combines technology with unique business insights & the latest developments in decision science.
We use technology to analyse large data sets to identify the most compelling ideas across global markets.
These ideas are analysed in detail to gain a holistic understanding of each company's industry, business operations, asset quality and management behaviour. We evaluate a company's qualitative merits based on our years of business experience and insights.
We take into account the latest advances in decision science and consciously try to make disciplined decisions, exercise expert judgement and minimise cognitive biases.
Focus
Focus
Our portfolio consists only of our best ideas. While we have an indefinite holding period for every investment; we retain only those whose business fundamentals are robust and whose valuations remain attractive.
Our focused approach allows us to stay within our circle of competence and develop a deep understanding of all businesses in the portfolio.
People
People
Gerald Oh, Founder
Gerald has over >20 yrs of investing experience, 10 yrs of which with a Singapore-based boutique fund manager. He has previously worked in banking & finance with OCBC Bank, AIA and Standard Chartered Bank.
Education: MBA (INSEAD), Bachelor of Accountancy (Nanyang Technological University)
Contact
Contact
Tel: +65 6248 0887
Office: 6 Battery Road, #42-00, Singapore 049909
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