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 Thailand that look interesting to us based on our FVMR Methodology</li>
<li>Portfolio changes: Six stocks remain, eight new join the fray</li>
<li>Since inception, it has gained 118% versus the SET 100 Index’s return of 23%</li>
</ul>


We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology
Portfolio changes: Six stocks remain, eight new join the fray
Since inception, it has gained 118% versus the SET 100 Index’s return of 23%


The Stocks to Own in Thailand – Vol. 44

<ul>
<li>We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology</li>
<li>Portfolio changes: Six stocks remain, eight stocks added to our portfolio</li>
<li>Since its inception, the portfolio has generated a before-fee total return of 184% versus MSCI ASEAN’s 21%</li>
</ul>


We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology
Portfolio changes: Six stocks remain, eight stocks added to our portfolio
Since its inception, the portfolio has generated a before-fee total return of 184% versus MSCI ASEAN’s 21%


<ul>
<li>We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology</li>
<li>Portfolio changes: 10 stocks remain, four new join the fray</li>
<li>Since inception, it has gained 115% versus the SET 100 Index’s return of 31%</li>
</ul>


We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology
Portfolio changes: 10 stocks remain, four new join the fray
Since inception, it has gained 115% versus the SET 100 Index’s return of 31%


The Stocks to Own in Thailand – Vol. 41

<ul>
<li>We highlight 14 stocks in Thailand 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 inception, it has gained 96% versus the SET 100 Index’s return of 29%</li>
</ul>


We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology
Portfolio changes: Five stocks remain, nine new join the fray
Since inception, it has gained 96% versus the SET 100 Index’s return of 29%


The Stocks to Own in Thailand – Vol. 40

Smartkarma Research Team, Smartkarma

Smartkarma Research

Smartkarma Research Team

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

Equity Bottom-Up

SISB Public Company Limited / Equity Bottom-Up

<p>For our next Smartkarma Corporate Webinar, we are glad to welcome <a href="https://www.smartkarma.com/entities/sisb-pcl" target="_blank" data-smartkarma-citation="entities:27425:1" rel="noopener">SISB Public Company Limited (SISB TB)</a> ’s CEO and Co-Founder, Kelvin Koh.</p>
<p>SISB is a leading provider and manager of Singapore International Schools in Thailand. Founded in 2001, SISB currently owns and manages five campuses, which adopt the Singapore and UK curricula as the foundation for teaching and learning. The SISB name is inspired by its first campus, Singapore International School of Bangkok, which pioneered the Singapore education curriculum in Thailand.</p>
<p>In this Webinar, Kelvin will share a short company presentation and engage in a fireside chat with Smartkarma Insight Provider <a href="https://www.smartkarma.com/profiles/dr-andrew-stotz-cfa" target="_blank" data-smartkarma-citation="accounts:756" rel="noopener">Dr. Andrew Stotz, CFA</a>, followed by a live Q&amp;A session.</p>
<h3>The Corporate Webinar will be hosted on Tuesday, 3 August 2021 17:00 SGT / 16:00 ICT</h3>
<div class="content-highlight">
<h2><a href="https://share.hsforms.com/1H9pFZOB-RF2J00kbvMmxcw2c5gj?zoom_webinar_id=84357894288" target="_blank" rel="noopener">Register for the Webinar here</a></h2>
</div>
<p>Corporate Webinars by <a href="https://www.smartkarma.com/home/corporate-solutions/" target="_blank" rel="noopener">Smartkarma Corporate Solutions</a> feature discussions with IROs and Executives, discussing their companies, the challenges they face, and the opportunities in their sectors and markets.</p>

For our next Smartkarma Corporate Webinar, we are glad to welcome SISB Public Company Limited (SISB TB) ’s CEO and Co-Founder, Kelvin Koh.
SISB is a leading provider and manager of Singapore International Schools in Thailand. Founded in 2001, SISB currently owns and manages five campuses, which adopt the Singapore and UK curricula as the foundation for teaching and learning. The SISB name is inspired by its first campus, Singapore International School of Bangkok, which pioneered the Singapore education curriculum in Thailand.
In this Webinar, Kelvin will share a short company presentation and engage in a fireside chat with Smartkarma Insight Provider Dr. Andrew Stotz, CFA, followed by a live Q&amp;A session.
The Corporate Webinar will be hosted on Tuesday, 3 August 2021 17:00 SGT / 16:00 ICT

Register for the Webinar here

Corporate Webinars by Smartkarma Corporate Solutions feature discussions with IROs and Executives, discussing their companies, the challenges they face, and the opportunities in their sectors and markets.

Smartkarma Corporate Webinar | SISB TB: Bringing International Education to Thai Students

Thailand

SISB operates a premium K-12 international school in Thailand, adopted Singapore, UK and IBDP curriculum as a blended student pathway in schools. SISB was established in 2001 with the school license under the Private School Act. Currently, there are 6 international schools with over 4,000 students.

SISB Public Company Limited (SISB TB)

The Stocks to Own in Thailand – Vol. 44

We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Portfolio changes: Six stocks remain, eight new join...

A. Stotz Investment Research

The Stocks to Own in ASEAN – Vol. 45

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

A. Stotz Investment Research

The Stocks to Own in Thailand – Vol. 41

We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Since inception, it has gained 115% versus the SET...

A. Stotz Investment Research

The Stocks to Own in Thailand – Vol. 40

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

A. Stotz Investment Research

Smartkarma Corporate Webinar | SISB TB: Bringing International Education to Thai Students

Join us on 3 August, 5pm SGT, for a Corporate Webinar with the CEO and Co-Founder of the Singapore International School of Bangkok, Kelvin Koh, who...

Smartkarma Research