CEO, A. Stotz Investment Research

Dr. Andrew Stotz, CFA

Quantamental Investing to beat Benchmarks

A. Stotz Investment Research

We pick stocks. We construct portfolios. All our effort is focused on how to better pick stocks and construct portfolios. We serve fund management companies, family offices, and high net worth individuals.

Thematic (Sector/Industry)

<ul>
<li>We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology</li>
<li>Portfolio changes: Five stocks remain, nine stocks added into portfolio</li>
<li>Since its inception, the portfolio has generated a before-fee total return of 317% versus MSCI ASEAN’s 64%</li>
</ul>


We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology
Portfolio changes: Five stocks remain, nine stocks added into portfolio
Since its inception, the portfolio has generated a before-fee total return of 317% versus MSCI ASEAN’s 64%


Singapore Market Roundup, Singapore Market Roundup

Singapore Market Roundup

<ul><li>PhillipCapital and UOB KayHian maintain 'buy' on United Hampshire US REIT post-FY2025 results.</li><li>Maybank and RHB analysts remain optimistic about Marco Polo Marine.</li><li>JP Morgan raises CICT target price to $2.75 after unexpected DPU growth.</li></ul>

PhillipCapital and UOB KayHian maintain 'buy' on United Hampshire US REIT post-FY2025 results.Maybank and RHB analysts remain optimistic about Marco Polo Marine.JP Morgan raises CICT target price to $2.75 after unexpected DPU growth.

Singapore Market Roundup (24-Feb-2026): PhillipCapital and UOB KayHian retain 'buy' on United

<ul><li>PhillipCapital and UOB KayHian maintain 'buy' on United Hampshire US REIT after FY2025 results.</li><li>Analysts from Maybank and RHB remain positive on Marco Polo Marine.</li><li>JP Morgan raises CICT target price to $2.75 amid unexpected DPU growth.</li></ul>

PhillipCapital and UOB KayHian maintain 'buy' on United Hampshire US REIT after FY2025 results.Analysts from Maybank and RHB remain positive on Marco Polo Marine.JP Morgan raises CICT target price to $2.75 amid unexpected DPU growth.

Singapore Market Roundup (23-Feb-2026): PhillipCapital and UOB KayHian keep 'buy' on United

Mid-market focused investment bank within SE Asia, Evolve Capital Advisory Pte Ltd

Evolve Capital Research

Mid-market focused investment bank within SE Asia

Evolve Capital Advisory Pte Ltd

Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/zixin-group-holdings-limited" target="_blank" data-smartkarma-citation="entities:7007:1" rel="noopener">Zixin Group (ZXGH SP)</a> is an SGX Catalist-listed, vertically integrated sweet potato value chain operator. </li>
<li>The group harnesses proprietary biotechnology across a closed-loop model spanning seedling research and cultivation, food processing, brand building and distribution, and agricultural waste recovery.</li>
<li>We initiate non-rated coverage on Zixin Group. While Zixin’s post-COVID recovery stood out remarkably amongst SGX Catalist names , a key concern for investors remains the firm’s S-chip overhang.</li>
</ul>



Zixin Group (ZXGH SP) is an SGX Catalist-listed, vertically integrated sweet potato value chain operator. 
The group harnesses proprietary biotechnology across a closed-loop model spanning seedling research and cultivation, food processing, brand building and distribution, and agricultural waste recovery.
We initiate non-rated coverage on Zixin Group. While Zixin’s post-COVID recovery stood out remarkably amongst SGX Catalist names , a key concern for investors remains the firm’s S-chip overhang.


Zixin Group Initiation - Valuations Attractive but S-Chip Concerns Linger

<ul>
<li>We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR methodology</li>
<li>Portfolio changes: Five stocks remain, nine new join the fray</li>
<li>Since its inception, it has generated a before-fee total return of 295% versus the MSCI ASEAN's  59%</li>
</ul>


We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR methodology
Portfolio changes: Five stocks remain, nine new join the fray
Since its inception, it has generated a before-fee total return of 295% versus the MSCI ASEAN's  59%


Singapore

Jardine Cycle & Carriage Limited operates as an investment holding company. The Company, through its subsidiaries, invests in automotive, consumer finance, utilities and infrastructure, heavy equipment and mining, property, agribusiness, cement, and consumer products businesses. Jardine Cycle & Carriage serves customers in South East Asia.

Jardine Matheson Southeast Asia (JCNC SP)

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Jardine Matheson Southeast Asia (JCNC SP)

The Stocks to Own in ASEAN – Vol. 54

We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Portfolio changes: Five stocks remain, nine stocks added...

A. Stotz Investment Research

Singapore Market Roundup (24-Feb-2026): PhillipCapital and UOB KayHian retain 'buy' on United

PhillipCapital and UOB KayHian maintain 'buy' on United Hampshire US REIT. Maybank and RHB are optimistic about Marco Polo Marine. JP Morgan raises...

Singapore Market Roundup

Singapore Market Roundup (23-Feb-2026): PhillipCapital and UOB KayHian keep 'buy' on United

PhillipCapital and UOB KayHian keep 'buy' on United Hampshire US REIT. Maybank and RHB are positive on Marco Polo Marine. JP Morgan raises CICT...

Singapore Market Roundup

Zixin Group Initiation - Valuations Attractive but S-Chip Concerns Linger

We initiate non-rated coverage on Zixin Group. While Zixin’s post-COVID recovery stood out remarkably amongst SGX Catalist names , a key concern...

Evolve Capital Advisory Pte Ltd

The Stocks to Own in ASEAN – Vol. 53

We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR methodology. Portfolio changes: Five stocks remain, nine stocks added.

A. Stotz Investment Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

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