R.E.S.-ilience in Value Creation 《竹经：经商经世离不得立根创新》
April 14, 2014 Leave a comment
When it comes to client portfolios, bigger may not be better
Fri, Mar 28 2014
By Ed McCarthy
(Reuters) – Wealth managers routinely specify minimum sizes for new accounts, but far fewer advisers set maximums. Maybe they think “the bigger the better,” but that is not necessarily true. Read more of this post
Filed under Macro Trends
April 14, 2014 Leave a comment
Robert Shiller’s Nobel Knowledge
Yale University economics professor and Nobel laureate, Robert Shiller on the art of stock-picking and the complex psychology of investors
DAVID WESSEL
Updated March 26, 2014 11:02 a.m. ET
ROBERT SHILLER, A 67-YEAR-OLDYale University professor best known for his early, accurate prediction that U.S. house prices were a bubble just waiting to burst, has long worked at the intersection of psychology and economics. He recently shared the Nobel in economics for insights into why prices of stocks and houses fluctuate as they do, particularly work showing that markets move too much to be explained by rational investors responding to changing fundamentals. Read more of this post
Filed under Life
H.E.R.O. stands for “Honorable. Exponential. Resilient. Organization.” and is operationalized into a unique, systematic 4-step investment process to identify the winners. The investment objective seeks to capture long-term investment returns created by disruptive forces and innovation by focusing on high-quality and liquid listed equities in the Asia-Pacific region that ride on and benefit from them. Through our cross-sector and in-depth fundamental research process, the Fund aim to provide access to companies whom we believe are run by high-integrity, honorable and far-sighted owner-operators with a higher sense of purpose in solving High-Value Problems for their target customers and society, and have unique, scalable and wide-moat business models with sustainable competitive advantages and innovative products, services, and processes to create, expand and service their total addressable market, including the resiliency and balance sheet strength to maintain or grow profitability, pricing power and market positions through up/downturns in the economy.
咬定青山不放松，立根原在破岩中。 千磨万击还坚劲，任尔东西南北风。
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