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Dr. Andrew Stotz, CFA

Dr. Andrew Stotz, CFA

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Thailand Equity Bottom-Up Thematic (Sector/Industry)
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15 Dec 2025 17:47

The Stocks to Own in China – Vol. 38

We highlight 10 stocks in China that look interesting to us based on our FVMR methodology. Portfolio changes: Three stocks remain, seven new join...

15 Dec 2025 17:31

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.

15 Dec 2025 14:49

The Stocks to Own in Asia – Vol. 51

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

15 Dec 2025 14:44

The Stocks to Own in Thailand – Vol. 51

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

09 Sep 2025 18:57

The Stocks to Own in China – Vol. 37

We highlight 10 stocks in China that look interesting to us based on our FVMR Methodology. Portfolio changes: Two stocks remain, eight new join the...

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