Investment Management, 8VantEdge

8VantEdge

Investment Management

8VantEdge offers a hybrid fundamental stock picking combined with algorithmic rules based on human psychology.

Thematic (Sector/Industry)

<ul>
<li>The digital infrastructure sector is this decade’s defining investment theme. It has become a mandatory operational input for companies in the global economy.</li>
<li>This transition is propelled by three converging structural forces: the exponential demand for AI compute capacity, persistent enterprise cloud migration, and the deployment of standalone 5G networks.</li>
<li>Together, these drivers necessitate a synchronized expansion across centralized data centres, localized edge nodes, and the subsea transmission networks that connect them.</li>
</ul>


The digital infrastructure sector is this decade’s defining investment theme. It has become a mandatory operational input for companies in the global economy.
This transition is propelled by three converging structural forces: the exponential demand for AI compute capacity, persistent enterprise cloud migration, and the deployment of standalone 5G networks.
Together, these drivers necessitate a synchronized expansion across centralized data centres, localized edge nodes, and the subsea transmission networks that connect them.


Digital Infrastructure Foundations: Data Centres, Business Trusts, and the Regional Digital Grid

Director and Founding Member, Corporate Monitor Limited

Tan Yee Peng

Director and Founding Member

Strengthening Corporate Performance

Corporate Monitor Limited

Corporate Monitor was established to encourage better performance of companies, particularly companies listed on the SGX, and hold their management and boards to account, for the benefit of their shareholders and stakeholders.

<ul><li>The performance fee is an incentive for managers to grow the income and distributions of REITs, but half of the 41 REIT managers charge performance fees that are paid even if there is a decline in distributable income and/or distributions.</li><li>This is because the performance fee is pegged to a percentage of the REIT’s net property income (definition varies) and is paid whether this income, or a similar metric, increased or decreased.</li><li>The 5 business trusts (BTs), on the other hand, have performance fees that are pegged to an increase in distribution per unit (DPU), or beating certain DPU benchmarks. </li></ul>

The performance fee is an incentive for managers to grow the income and distributions of REITs, but half of the 41 REIT managers charge performance fees that are paid even if there is a decline in distributable income and/or distributions.This is because the performance fee is pegged to a percentage of the REIT’s net property income (definition varies) and is paid whether this income, or a similar metric, increased or decreased.The 5 business trusts (BTs), on the other hand, have performance fees that are pegged to an increase in distribution per unit (DPU), or beating certain DPU benchmarks. 

Singapore Reits & Business Trust Sector: Pseudo-Performance and Other Fees

Managing Director, Golden Section Capital

Garreth Elston

Managing Director

Golden Section Equity Research

Golden Section Capital

Golden Section Capital is a private international investment, specialist independent equity research, and corporate finance consulting services provider focussing on real estate and infrastructure. 

Paid for corporate research on Real Estate and Infrastructure companies. Plus independent pieces on various real estate companies and themes.

<ul>
<li>The iEdge Singapore Next 50 is effectively a global growth proxy, with ~51% of revenues generated offshore, sharply reducing reliance on Singapore’s domestic and banking cycles.</li>
<li>Its mid-cap, real-asset and industrial skew creates structurally different earnings drivers from the STI, tied to trade flows, infrastructure, healthcare, and technology capex rather than credit growth.</li>
<li>The index offers diversification without governance compromise, using Singapore’s regulatory framework as a platform to access faster-growing ASEAN, Indian, and global markets.</li>
</ul>


The iEdge Singapore Next 50 is effectively a global growth proxy, with ~51% of revenues generated offshore, sharply reducing reliance on Singapore’s domestic and banking cycles.
Its mid-cap, real-asset and industrial skew creates structurally different earnings drivers from the STI, tied to trade flows, infrastructure, healthcare, and technology capex rather than credit growth.
The index offers diversification without governance compromise, using Singapore’s regulatory framework as a platform to access faster-growing ASEAN, Indian, and global markets.


The Global Footprint of the iEdge Singapore Next 50

Invest, Trade and Save in Singapore, Syfe

Syfe

Invest, Trade and Save in Singapore

Syfe is an investment platform offering Managed Portfolios, Brokerage services, and Cash Management solutions to help people build wealth for a better future.

<ul><li>Singapore’s real estate investment trusts (S-REITs) extended their strong rally into the fourth quarter of 2025, delivering superior returns amid an improving macro backdrop. After a robust Q3, S-REITs entered Q4 with positive momentum supported by healthy fundamentals and easing interest rate pressures.</li><li>By mid-December, S-REITs were on track for their best annual performance since 2019, with full-year total returns of 15.3% (including dividends).</li><li>This marked a significant rebound from the sluggish performance of 2023, and notably outpaced many global REIT markets, and far surpassed USA REITs (FTSE Nareit All REITs Index) which saw a 1.7% total return.</li></ul>

Singapore’s real estate investment trusts (S-REITs) extended their strong rally into the fourth quarter of 2025, delivering superior returns amid an improving macro backdrop. After a robust Q3, S-REITs entered Q4 with positive momentum supported by healthy fundamentals and easing interest rate pressures.By mid-December, S-REITs were on track for their best annual performance since 2019, with full-year total returns of 15.3% (including dividends).This marked a significant rebound from the sluggish performance of 2023, and notably outpaced many global REIT markets, and far surpassed USA REITs (FTSE Nareit All REITs Index) which saw a 1.7% total return.

Syfe S-REITs Tracker: Q4 2025 - Singapore’s 2025 REIT Reset

The New Standard in Wealth Management, Wealth Management Alliance

Wealth Management Alliance

The New Standard in Wealth Management

WMA is a Singapore-based multi-family office with a Capital Markets Services license and provide fund management and investment advisory services to a small number of global UHNW clients. We also act as incubator for single-family offices, allowing them to plug into our broader ecosystem and infrastructure, and tap on our investment professionals for advice. WMA is designed around providing truly bespoke advice to each client, rather than taking a one-size-fits-all approach that may not fit each client's investment objectives and risk tolerances. On top of that, we are designed so that we avoid any semblance of conflicts of interests by being compensated only by the client (which may include profit sharing), as opposed to the model that many of our peers adopt, which include compensation from a variety of third parties such as funds managers, distributors or banks. That, to us, is the easiest way to be firmly on the side of the client in every decision we make.

<ul><li>Given recent investor wariness over a global AI bubble, we think it is instructive to look at how exposed the Singapore stock market is to the Artificial Intelligence (AI) sector, both directly and indirectly.</li><li>On direct exposure, we identify companies listed on the SGX – mainly in the upstream (including data centres) and midstream segments - which are, to a large or some extent, involved in AI. Downstream AI companies are predominately end-users and applications.</li><li>As a rough guide, the market capitalization of these companies totals around SGD21.3bn, accounting for a relatively small share of about 2.7% of the aggregated capitalization of SGD773bn of the FTSE Straits Times All Share Index (which comprises the top 98% of companies in the SGX Mainboard universe).</li></ul>

Given recent investor wariness over a global AI bubble, we think it is instructive to look at how exposed the Singapore stock market is to the Artificial Intelligence (AI) sector, both directly and indirectly.On direct exposure, we identify companies listed on the SGX – mainly in the upstream (including data centres) and midstream segments - which are, to a large or some extent, involved in AI. Downstream AI companies are predominately end-users and applications.As a rough guide, the market capitalization of these companies totals around SGD21.3bn, accounting for a relatively small share of about 2.7% of the aggregated capitalization of SGD773bn of the FTSE Straits Times All Share Index (which comprises the top 98% of companies in the SGX Mainboard universe).

Singapore

Digital Core REIT is a Singapore-based real estate investment trust (S-REIT) that invests in a diversified portfolio of income-producing data center assets globally. It provides critical digital infrastructure, including buildings, power, cooling, and physical security, to cloud, internet, and enterprise customers. The company is headquartered in Singapore and was founded in 2021.

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Digital Core REIT (DCREIT SP)

Digital Infrastructure Foundations: Data Centres, Business Trusts, and the Regional Digital Grid

The digital infrastructure sector is this decade’s defining investment theme. It has become a mandatory operational input for companies in the...

8VantEdge

Singapore Reits & Business Trust Sector: Pseudo-Performance and Other Fees

The performance fee is an incentive for managers to grow the income and distributions of REITs, but half of the 41 REIT managers charge...

Corporate Monitor Limited

The Global Footprint of the iEdge Singapore Next 50

The iEdge Singapore Next 50 index delivers global growth, diversified earnings, and lower STI correlation, using Singapore governance to invest in...

Golden Section Capital

Syfe S-REITs Tracker: Q4 2025 - Singapore’s 2025 REIT Reset

Singapore’s real estate investment trusts (S-REITs) extended their strong rally into the fourth quarter of 2025, delivering superior returns amid...

Syfe

Singapore Equity Strategy: November 2025

Given recent investor wariness over a global AI bubble, we think it is instructive to look at how exposed the Singapore stock market is to the...

Wealth Management Alliance

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52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Digital Infrastructure Foundations: Data Centres, Business Trusts, and the Regional Digital Grid

The digital infrastructure sector is this decade’s defining investment theme. It has become a mandatory operational input for companies in the...

8VantEdge

Singapore Reits & Business Trust Sector: Pseudo-Performance and Other Fees

The performance fee is an incentive for managers to grow the income and distributions of REITs, but half of the 41 REIT managers charge...

Corporate Monitor Limited

The Global Footprint of the iEdge Singapore Next 50

​The iEdge Singapore Next 50 index delivers global growth, diversified earnings, and lower STI correlation, using Singapore governance to invest in...

Golden Section Capital

Syfe S-REITs Tracker: Q4 2025 - Singapore’s 2025 REIT Reset

Singapore’s real estate investment trusts (S-REITs) extended their strong rally into the fourth quarter of 2025, delivering superior returns amid...

Syfe

Singapore Equity Strategy: November 2025

Given recent investor wariness over a global AI bubble, we think it is instructive to look at how exposed the Singapore stock market is to the...

Wealth Management Alliance

The iEdge Singapore Next 50 index delivers global growth, diversified earnings, and lower STI correlation, using Singapore governance to invest in...