IN THE VIDEO below, Eric Kong, fund manager and co-founder of Aggregate Asset Management, explains certain principles of investing of his fund.
These are: low PE, low price/book value, high dividend-yield.
The presentation is pitched at the relatively inexperienced investor -- a guy holding a full-time job and has no time nor expertise to pick stocks -- and does take a swipe at a competing investment vehicle, unit trusts, as well as "gurus' who tout their high-priced investing courses.
The sophisticated investor, on the othe hand, would know the stuff and even have his own stock-picking approach which is different from that of Aggregate.
Recent story: AGGREGATE ASSET MGT: 'Why we invest in more than 100 stocks'
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AEM Holdings (AWX) 2.320 0.010 (0.43%) Best World (CGN) 2.480 -0.010 (-0.40%) Boustead Singapore (F9D) 0.940 0.005 (0.53%) Broadway Ind (B69) 0.132 0.000 (0.00%) China Aviation Oil (S) (G92) 0.920 -0.005 (-0.54%) China Sunsine (QES) 0.420 0.000 (0.00%) ComfortDelGro (C52) 1.440 0.020 (1.41%) Delfi Limited (P34) 0.880 -0.010 (-1.12%) Food Empire (F03) 1.120 -0.010 (-0.88%) Fortress Minerals (OAJ) 0.300 0.000 (0.00%) Geo Energy Res (RE4) 0.295 0.000 (0.00%) Hong Leong Finance (S41) 2.420 -0.030 (-1.22%) Hongkong Land (USD) (H78) 3.230 -0.050 (-1.52%) InnoTek (M14) 0.500 -0.025 (-4.76%) ISDN Holdings (I07) 0.305 0.000 (0.00%) ISOTeam (5WF) 0.044 -0.001 (-2.22%) IX Biopharma (42C) 0.043 -0.005 (-10.42%) KSH Holdings (ER0) 0.265 0.005 (1.92%) Leader Env (LS9) 0.052 0.000 (0.00%) Ley Choon (Q0X) 0.050 -0.003 (-5.66%) Marco Polo Marine (5LY) 0.068 0.000 (0.00%) Mermaid Maritime (DU4) 0.143 0.000 (0.00%) Nordic Group (MR7) 0.320 0.005 (1.59%) Oxley Holdings (5UX) 0.089 -0.001 (-1.11%) REX International (5WH) 0.127 0.001 (0.79%) Riverstone (AP4) 0.780 0.000 (0.00%) Southern Alliance Mining (QNS) 0.475 0.000 (0.00%) Straco Corp. (S85) 0.505 0.005 (1.00%) Sunpower Group (5GD) 0.205 0.000 (0.00%) The Trendlines (42T) 0.064 -0.001 (-1.54%) Totm Technologies (42F) 0.021 -0.001 (-4.55%) Uni-Asia Group (CHJ) 0.825 0.000 (0.00%) Wilmar Intl (F34) 3.210 0.030 (0.94%) Yangzijiang Shipbldg (BS6) 1.710 0.010 (0.59%)
