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'
Stock Price
AEM Holdings (AWX) 2.390 0.050 (2.14%) Best World (CGN) 2.460 0.000 (0.00%) Boustead Singapore (F9D) 0.955 -0.005 (-0.52%) Broadway Ind (B69) 0.133 0.000 (0.00%) China Aviation Oil (S) (G92) 0.920 -0.005 (-0.54%) China Sunsine (QES) 0.415 0.000 (0.00%) ComfortDelGro (C52) 1.480 0.000 (0.00%) Delfi Limited (P34) 0.895 0.000 (0.00%) Food Empire (F03) 1.260 0.000 (0.00%) Fortress Minerals (OAJ) 0.305 0.000 (0.00%) Geo Energy Res (RE4) 0.305 -0.005 (-1.61%) Hong Leong Finance (S41) 2.520 0.020 (0.80%) Hongkong Land (USD) (H78) 3.110 -0.010 (-0.32%) InnoTek (M14) 0.530 0.010 (1.92%) ISDN Holdings (I07) 0.305 -0.005 (-1.61%) ISOTeam (5WF) 0.042 -0.001 (-2.33%) IX Biopharma (42C) 0.041 0.000 (0.00%) KSH Holdings (ER0) 0.250 0.000 (0.00%) Leader Env (LS9) 0.051 0.000 (0.00%) Ley Choon (Q0X) 0.044 -0.001 (-2.22%) Marco Polo Marine (5LY) 0.067 0.000 (0.00%) Mermaid Maritime (DU4) 0.141 0.001 (0.71%) Nordic Group (MR7) 0.310 0.000 (0.00%) Oxley Holdings (5UX) 0.089 0.000 (0.00%) REX International (5WH) 0.136 0.000 (0.00%) Riverstone (AP4) 0.810 -0.005 (-0.61%) Southern Alliance Mining (QNS) 0.430 0.000 (0.00%) Straco Corp. (S85) 0.510 0.000 (0.00%) Sunpower Group (5GD) 0.205 0.000 (0.00%) The Trendlines (42T) 0.067 0.000 (0.00%) Totm Technologies (42F) 0.022 0.000 (0.00%) Uni-Asia Group (CHJ) 0.825 0.000 (0.00%) Wilmar Intl (F34) 3.490 -0.010 (-0.29%) Yangzijiang Shipbldg (BS6) 1.730 -0.020 (-1.14%)
