My name is Jun Hao and I formerly ran Quantitative Value. I started the blog back in 2010 when I first started my investing journey. The following are some highlights from the past five years:
1. Starting my professional investing career in mid-2011… just as the Eurozone Crisis hit its peak and the US had its credit rating downgraded from AAA to AA.
2. Growing the assets under my supervision from less than $10,000 to over $3.95 million. The US portion of the portfolio of which I had exclusive oversight of achieved an absolute return of over 90% from inception in September 2011 to June 2014.
3. Having my article picked up and published by NextInsight, one of Singapore’s leading financial websites.
4. Winning the Orbis Stock Picking Challenge 2013. The competition was organized by Orbis Investment Management, one of the world’s largest funds with over $40 billion assets under management.
I was the top performer out of participants from Oxford, Cambridge, the London School of Economics (LSE), University College London (UCL) and the London Business School (LBS).
From November 2012 – 2013, my portfolio returned 55.7%, compared to the benchmark, the FTSE World Index With Income, which returned 27.9%.
That’s an out-performance of 21.7%.
5. Starting up the first student led fund in University College London (UCL) with a startup capital of £10,000 earmarked for the project.
The fund, named EFS Bloomsbury Capital, had a successful launch with over one hundred applications and thirty-five active members. I had the pleasure of leading the discussion of our weekly meetings, and to learn from our members.
It was a truly international crowd, with the team compromising of people from Ireland, the United Kingdom, Singapore, Hong Kong, Vietnam, Ukraine, South Korea, Thailand, Belgium and Germany.
6. First series of public workshops in front of a crowd of over one hundred people where I walked them through the principles of value investing, and the different aspects of investing in stocks. It was great fun.
By a quirk of fate, I picked up Warren Buffett’s biography on my flight home from my medical interview in London (of which I got a place… and even was enrolled for a year in). But I was hooked from that very moment on, and switched courses to law the year after. It was a great complement to my work in investing.
I’ve had a lot of interesting experiences over the last few years, and still enjoy investing as much as I did on day 1. To quote Peter Cundhill, “there’s always something to do”… and there’s nothing quite like investing that has managed to keep my interest for this long.
With the bull market in full force in the United States, I decided to wind down the US portion of my equity holdings to focus my attention on the South East Asian Economies – Hong Kong, Singapore, Malaysia, Thailand.
You can contact me through this page. My Linkedin profile is also available here.