East Coast Q3 Letter: Our Seventy-Two Point Check List

East Coast Q3 Letter: Our Seventy-Two Point Check List

by ValueWalk StaffOctober 23, 2013

A great matter is architecture, nor can everyone undertake it. He must be of the greatest ability, the keenest enthusiasm, the highest learning, the widest experience, and, above all, serious, of sound judgment and counsel, who would presume to call himself an architect. The greatest glory in the art of building is to have a good sense of what is appropriate. For to build is a matter of necessity; to build conveniently is the product of both necessity and utility; but to build something praised by the magnificent, yet not rejected by the frugal, is the province only of an artist of experience, wisdom, and thorough deliberation. Moreover, to make something that appears to be convenient for use, and that can without doubt be afforded and built as projected, is the job not of the architect so much as the workman. But to preconceive and to determine in the mind and with judgment something that will be perfect and complete in its every part is the achievement of such a mind as we seek. Through his intellect he must invent, through experience recognize, through judgment select, through deliberation compose, and through skill effect whatever he undertakes. I maintain that each is based on prudence and mature reflection. …Yet he should not be inarticulate, nor insensitive to the sound of harmony; … that he does not obstruct the light; that he does not transgress the servitudes on rain dripping from the eaves, on watercourses, and on rights of way, except where there is provision; and that he has a sound knowledge of winds, their direction, and their names; still, I would not criticize him for being better educated. But he should forsake painting and mathematics no more than the poet should ignore tone and meter. Nor do I imagine a limited knowledge of them is enough. …

Unknown's avatarAbout bambooinnovator
Kee Koon Boon (“KB”) is the co-founder and director of HERO Investment Management which provides specialized fund management and investment advisory services to the ARCHEA Asia HERO Innovators Fund (www.heroinnovator.com), the only Asian SMID-cap tech-focused fund in the industry. KB is an internationally featured investor rooted in the principles of value investing for over a decade as a fund manager and analyst in the Asian capital markets who started his career at a boutique hedge fund in Singapore where he was with the firm since 2002 and was also part of the core investment committee in significantly outperforming the index in the 10-year-plus-old flagship Asian fund. He was also the portfolio manager for Asia-Pacific equities at Korea’s largest mutual fund company. Prior to setting up the H.E.R.O. Innovators Fund, KB was the Chief Investment Officer & CEO of a Singapore Registered Fund Management Company (RFMC) where he is responsible for listed Asian equity investments. KB had taught accounting at the Singapore Management University (SMU) as a faculty member and also pioneered the 15-week course on Accounting Fraud in Asia as an official module at SMU. KB remains grateful and honored to be invited by Singapore’s financial regulator Monetary Authority of Singapore (MAS) to present to their top management team about implementing a world’s first fact-based forward-looking fraud detection framework to bring about benefits for the capital markets in Singapore and for the public and investment community. KB also served the community in sharing his insights in writing articles about value investing and corporate governance in the media that include Business Times, Straits Times, Jakarta Post, Manual of Ideas, Investopedia, TedXWallStreet. He had also presented in top investment, banking and finance conferences in America, Italy, Sydney, Cape Town, HK, China. He has trained CEOs, entrepreneurs, CFOs, management executives in business strategy & business model innovation in Singapore, HK and China.

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