I will be speaking at the upcoming Invest X Congress next Saturday on the 17th of October. Its a full day event that will be held at the Suntec City Convention Centre.
My segment will be an hour long in the afternoon, and I will be specifically talking about Deep Value Investing.
I dont have a lot of time, so I will focusing on what I’ve learned the past six years applying Benjamin Graham’s investment techniques in Singapore, the US, Hong Kong and Japan.
My goal is to bridge the gap between theory and practise – a problem which I faced myself when I started out in 2010.
Why Deep Value Investing?
Deep value investing is the identification of attractive investment opportunities with limited downside, and significant upside.
In contrast to “growth investing”, we look at places with pronounced mispricings – in the unloved, neglected, ignored and feared stocks.
Our investment operations are very much “old-school” Graham type operations, focusing on liquidation plays and general undervalued situations.
Deep Value In Action
Among the stocks which you may have been familiar with are Popular Holdings, ABR Holdings (they own Swensens and Gloria Jeans Coffee), Challenger Technologies.
Less familiar names which have recently received analyst coverage from brokerages include Fu Yu, Memtech and AP Oil.
A common characteristic is how little analyst coverage these stocks received when we firs started buying them.
I can still recall many of the promising growth stories such as Tiger Airways, SMRT and Genting back in the day.
Who Am I? (Blurb from Invest X Congress)
Tay Jun Hao is the founder and editor at The Asia Report. He oversees the investment decisions of Farrer Enterprise, a family office with over 7 figures under management. The annualized returns of the US portfolio that was exclusively under his purview has since generated 27.23% per annum in returns.
In 2013, Jun Hao won the Orbis Stock Picking Challenge, a global investment management firm, with over $30 billion in AUM, beating participants from Oxford, Cambridge, the London School of Economics (LSE), University College London (UCL) and the London Business School (LBS), generating an absolute return of 55.7%, an out performance of 21.7% against the benchmark over the course of one year.
His insights and articles have also been picked up and featured in leading investment portals such as Nextinsight.com and Valueinvestasia.com.
Panel Discussion for Q & A
There will be a panel discussion at the end of the day, where I will be answering questions from the audience too.
It will be my first major scale public event since I came back to Singapore, and I hope it will be a great experience for everyone.
I hope to see you there!