IN THE VIDEO below, Eric Kong, fund manager and co-founder of Aggregate Asset Management, explains certain principles of investing of his fund.
These are: low PE, low price/book value, high dividend-yield.
The presentation is pitched at the relatively inexperienced investor -- a guy holding a full-time job and has no time nor expertise to pick stocks -- and does take a swipe at a competing investment vehicle, unit trusts, as well as "gurus' who tout their high-priced investing courses.
The sophisticated investor, on the othe hand, would know the stuff and even have his own stock-picking approach which is different from that of Aggregate.
Recent story: AGGREGATE ASSET MGT: 'Why we invest in more than 100 stocks'
Eric Kong: Our 'Scientific Approach' to Investing
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- The NextInsight Team
| Counter Name | Last | Change |
|---|---|---|
| AEM Holdings | 2.290 | -0.070 |
| Best World | 2.460 | 0.020 |
| Boustead Singapore | 0.945 | -0.015 |
| Broadway Ind | 0.125 | -0.003 |
| China Aviation Oil (S) | 0.905 | -0.005 |
| China Sunsine | 0.400 | -0.010 |
| ComfortDelGro | 1.450 | -0.010 |
| Delfi Limited | 0.895 | -0.005 |
| Food Empire | 1.280 | -0.040 |
| Fortress Minerals | 0.305 | -0.015 |
| Geo Energy Res | 0.300 | -0.005 |
| Hong Leong Finance | 2.480 | -0.010 |
| Hongkong Land (USD) | 2.830 | -0.020 |
| InnoTek | 0.520 | -0.015 |
| ISDN Holdings | 0.300 | 0.005 |
| ISOTeam | 0.042 | -0.001 |
| IX Biopharma | 0.040 | -0.005 |
| KSH Holdings | 0.255 | 0.005 |
| Leader Env | 0.050 | - |
| Ley Choon | 0.044 | 0.001 |
| Marco Polo Marine | 0.067 | -0.002 |
| Mermaid Maritime | 0.136 | -0.003 |
| Nordic Group | 0.310 | -0.005 |
| Oxley Holdings | 0.089 | - |
| REX International | 0.138 | 0.003 |
| Riverstone | 0.790 | -0.005 |
| Southern Alliance Mining | 0.445 | - |
| Straco Corp. | 0.495 | 0.010 |
| Sunpower Group | 0.205 | -0.005 |
| The Trendlines | 0.069 | - |
| Totm Technologies | 0.022 | - |
| Uni-Asia Group | 0.825 | - |
| Wilmar Intl | 3.400 | 0.020 |
| Yangzijiang Shipbldg | 1.740 | -0.030 |