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Just Monozukuri It Like the Hidden Champions: Finding Investment Resilience in a Wild World

Dear Friends and Partners,

We have announced this morning on Australia Stock Exchange our latest Annual Letter FY2017 – Just Monozukuri It Like the Hidden Champions: Finding Investment Resilience in a Wild World: https://8iholdings.com/wp-content/uploads/2017/06/Hidden-Champions-Fund-Year-End-Letter_Mar2017.pdf

In the Letter, you will find inspiring business and investment insights on Hidden Champions, including how billionaire Akio Nitori scaled up a small furniture store 56-fold from ~S$400 million in market value into “Japan’s IKEA” with a market value of over S$24 billion, twice more valuable than either Keppel or SIA; as well as other uplifting entrepreneurial stories about Jeff Ellison of Australia’s Sealink Travel; Yoshiyuki Okamoto of Japan’s Okamoto Industries; the husband-wife team Makrand and Rinku Appalwar of India’s technical textile specialist Emmbi Industries; the “three musketeers” Guo Qiuli 郭秋麗, Chen Jianlong 陳建隆and Lin Mengyi 林孟逸of Taiwan’s innovative fabless IC designer Nyquest Technology 九齊科技; Akio Kitamura of Giken; Satoshi Suzuki of Pola Orbis; Yasuhisa Takaya of E-Guardian Inc; Dinesh Nandwana of Vakrangee, and so on.

We will share unusual insights on how you can adapt these lessons of Hidden Champions for yourself at work and in life. Take Gerald Shreiber, a dropout who went on to build and scale a pretzel snack food empire J&J Snack Foods 47-fold from S$75 million in market value to over S$3.5 billion – what did Shreiber do differently to innovate that even local F&B SME operators can find inspiring lessons? Or how Bill Gates, whose 2.3% of Microsoft contributes probably 15% of his US$90 billion wealth, managed to create a sustainable flow of wealth and knowledge from his high-conviction investments into selected Hidden Champions like Ecolab, a global provider of water treatment, sanitizing solutions and process applications for a variety of industries. Ecolab has scaled quietly and resiliently from under a billion dollar in market value to US$38 billion since a tipping point in its business model, a lesson that if some Asian companies were to adapt, they could have continued to stay sustainable and healthy to transform from “Stage 1” to “Stage 2” in their corporate lifecycle. In Asia, around 80% of the over 24,000 listed companies are below a billion dollar in market value and there are many “Stage 1” companies trading cheaply from a quantitative or statistical perspective, yet many of these business models are impaired and stuck in Stage 1 – these are the value traps to avoid.

If you believe you are successful in your work and life (congrats!), and you would like to push the knowledge lever to scale up to achieve something far more valuable than wealth – sustainable growth, serenity, and resilience – please join us and other like-minded professionals, business owners and entrepreneurs who have already RSVP their attendance on 9 June (Friday) 3pm at Goldbell Towers (47 Scotts Road) Level 5 for our Initial Launch Offering of the Hidden Champions Fund. We look forward to seeing you.

Warm regards,

KB

KEE Koon Boon | Chief Investment Officer & CEO
Hidden Champions Fund
8 Capital Pte Ltd

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About bambooinnovator
KB Kee is the Managing Editor of the Moat Report Asia (www.moatreport.com), a research service focused exclusively on highlighting undervalued wide-moat businesses in Asia; subscribers from North America, Europe, the Oceania and Asia include professional value investors with over $20 billion in asset under management in equities, some of the world’s biggest secretive global hedge fund giants, and savvy private individual investors who are lifelong learners in the art of value investing. KB has been rooted in the principles of value investing for over a decade as an analyst in Asian capital markets. He was head of research and fund manager at a Singapore-based value investment firm. As a member of the investment committee, he helped the firm’s Asia-focused equity funds significantly outperform the benchmark index. He was previously the portfolio manager for Asia-Pacific equities at Korea’s largest mutual fund company. KB has trained CEOs, entrepreneurs, CFOs, management executives in business strategy, value investing, macroeconomic and industry trends, and detecting accounting frauds in Singapore, HK and China. KB was a faculty (accounting) at SMU teaching accounting courses. KB is currently the Chief Investment Officer at an ASX-listed investment holdings company since September 2015, helping to manage the listed Asian equities investments in the Hidden Champions Fund. Disclaimer: This article is for discussion purposes only and does not constitute an offer, recommendation or solicitation to buy or sell any investments, securities, futures or options. All articles in the website reflect the personal opinions of the writer.

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