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Welcome Message for “Upward Toiling of Our Hidden Champions – Issue 1”

Dear Friends and Partners,

Welcome to the first issue of the “Upward Toiling” newsletter where we highlight inspirational and unusual stories and the latest corporate developments of Hidden Champions creating and compounding value in Asia – before they are widely known and popular.

Consider the upward toil of Microchip Technology Inc, a fabless IC and microcontroller designer which compounded 12,300% since listing in 1993 to a market value of over US$19 billion. What did Microchip’s founder Steve Sanghi do differently in toiling upward to rise against the odds? Is there a similar emerging story to Microchip and NXP that is happening in Asia? Read below to find out.

We are very grateful for your trust and support in our event held on June 8 in which we won several new clients to grow together with the hardworking and farsighted Asian Hidden Champions. We like to highlight the story of our first client who had invested $1 million of her hard-earned savings which represent much more than money – they are a tangible product of her life’s work and a repository of aspirations for the future. She had invested small sums of money on her own in different stocks but stopped short of investing large sums of money in any positions due to lack of conviction. She is also a Moat Report Asia subscriber for nearly three years, reading about Akio Nitori of Nitori Holdings (“Japan’s IKEA”), as well as other hardworking and farsighted Hidden Champions – and she went to Japan to see, touch and feel the Nitori retail experience. Through the process, she appreciates the importance of intensity and dedication in research and monitoring to execute high-conviction investing strategy.

At the Hidden Champions Fund, we aim to protect and grow capital by positioning for and capitalizing on the upcoming downturn in the global/economic business cycle. We believe the time is now for investors to consider allocating to, or adding to strategies that can protect and preserve -strategies like those of Hidden Champions Fund.We expect to outperform as the current market hype over the “flight to junk” carry trade that’s groping for yield subsides and the overall market retreats – our Fund tends to do better when the overall market is tepid and lacklustre. For instance, in 2016, when MSCI and STI were flattish to down at +2.5% and -0.1% respectively, the Hidden Champions Fund is up 14.3%.

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 28 June (Wednesday) 7.30pm at Goldbell Towers (47 Scotts Road) Level 3 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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