Summary
Was on the buyside for 15 years, most recently at a medium-sized boutique asset management firm. I grew up in Europe, went to university in the US and have been living in Singapore for the last 7 years which has given me a broad scope on the world and investing in general.
Consider myself a generalist investor with a preference for small and mid-cap companies and special situations. However, a large cap that has gone temporarily out of favor might also pique my interest.
My style of investing could be categorized as more of value investor, rather than growth at any cost. Learning from Charlie Munger on the importance of quality of a company has been of tremendous value over the years.I like businesses with real earnings, cash flows, dividends, book value and insider ownership.
Areas of Expertise
Primary Asset Class:
Equities
Geography:
Asean
Countries:
Singapore
Sectors:
(generalist)
Content Verticals:
Equity Bottom-Up
Work Experience:
- Value Square NV and Value Square Singapore : 2008-2016
- Le Foyer Patrimonium-I Methods: 2003-2007