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Our Thoughts In Words

Our Thoughts In Words

"We are what we repeatedly do. Excellence, then, is not an act, but a habit."- Aristotle

05 Jan HCF Newsletter – December 2020 Fund Updates: Recap

Posted at 13:31h in Investing Process, Lessons Learnt, Newsletter by HCCM Team
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Dear Valued Clients and Partners, First of all, I would like to wish all of you a Happy and Prosperous New Year 2021 ahead! Looking back at...

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02 Nov HCF Newsletter – October 2020 Fund Updates: Volatility In Our Times

Posted at 19:04h in Investing Process, Lessons Learnt, Newsletter by HCCM Team
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Dear Valued Clients and Partners, What a bull run since the bottoming out of the stock markets in March 2020! Many major indices are up and...

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02 Sep HCF Newsletter- August 2020 Updates: 34% YTD

Posted at 09:32h in Investing Process, Lessons Learnt, Newsletter by HCCM Team
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Dear Valued Clients and Partners, Our HCF (Asia) portfolio has appreciated about 38% since the restructuring of the fund, and about 34.2% YTD. The team is...

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01 Jul HCF Newsletter- June 2020 Updates: Portfolio Overview & Our Investment Updates

Posted at 20:06h in Investing Process, Lessons Learnt, Newsletter by HCCM Team
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Dear Valued Clients and Partners, I would like to thank our clients who set aside your commitments to join us for the teleconference meeting on 3 June...

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01 May HCF Newsletter- April 2020 Updates: Markets and Portfolio Overview

Posted at 19:11h in Investing Process, Lessons Learnt, Newsletter by HCCM Team
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Dear Valued Clients and Partners, Fund Performance Chart as of 27 April 2020 Our HCF Class 1 portfolio (as of 27 April 2020) has rebounded significantly about...

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03 Mar HCF Newsletter- February Updates: Is Now The Time? Poya Scuttlebutt!

Posted at 11:43h in Investing Process, Lessons Learnt, Newsletter by HCCM Team
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Dear Valued Clients and Partners, Opening up of HCF Class 1 for Accredited Investors With the Covid-19 virus situation, we are preparing our cash for deployment into...

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31 Dec Hidden Champions Fund Newsletters: December 2019 // Happy New Year!

Posted at 14:20h in Investing Process, Lessons Learnt, Newsletter by HCCM Team
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December 2019 Dear Valued Clients and Partners, We would like to take this opportunity to wish all our readers a happy and most prosperous New Year! May all...

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01 Nov Hidden Champions Fund Newsletters: October 2019

Posted at 00:31h in Investing Process, Lessons Learnt, Newsletter by HCCM Team
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October 2019 What is the Right Management and Why They Are Important (Part 2 of 3) In the second section of this three-part topic, we will continue...

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31 Aug Hidden Champions Fund Newsletters: August 2019

Posted at 17:31h in Investing Process, Lessons Learnt, Newsletter by HCCM Team
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August 2019 Dear Valued Clients and Partners, If you were to tell me 2 months ago (where we left off in the previous newsletter) that the protests...

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26 Jun Hidden Champions Fund Newsletters: June 2019

Posted at 15:08h in Investing Process, Lessons Learnt, Newsletter by HCCM Team
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26th June 2019 Dear Valued Clients and Partners, During times of uncertainty and trade wars, the perception is that the stock market will be in a decline, and...

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25 May Hidden Champions Fund Newsletters: May 2019

Posted at 01:24h in Investing Process, Lessons Learnt, Newsletter by HCCM Team
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24th May 2019 Dear Valued Clients and Partners, Value investors tend to look forward to the one event that falls annually in the month of May: The AGM of Berkshire...

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17 Apr Hidden Champions Fund Newsletters: April 2019 Updates // Financial Garbage In, Financial Garbage Out: The Un-Balanced Sheet

Posted at 11:45h in Lessons Learnt, Newsletter by HCCM Team
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17th April 2019 Think Smart Cities “The 19th century was a century of empires, 20th century was a century of nation states and the 21st century will be...

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18 Mar Hidden Champions Fund Newsletters: March 2019 Updates // FINANCIAL GARBAGE IN, FINANCIAL GARBAGE OUT: How Reliable Are The Ratios We Use?

Posted at 19:35h in Lessons Learnt, Newsletter by HCCM Team
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18th March 2019 Dear Valued Clients and Partners,   Share Price Movements & My View of China-US Trade War Markets and share price movements have always been part of the...

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19 Feb Hidden Champions Fund Newsletters: February 2019 Updates

Posted at 16:43h in Newsletter, Scuttlebutt by HCCM Team
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19th February 2019 Dear Valued Clients and Partners, In my last issue, I mentioned that in order to practice long term investing, one should have a certain view...

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17 Jan Hidden Champions Fund Newsletters: January 2019 Updates

Posted at 18:01h in Newsletter, Scuttlebutt by Joyce Pang Qin
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17th January 2019 Dear Valued Clients and Partners, 2018 has been a year of many changes and upheavals for HCCM. For much of the year, HCF’s fund performance...

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17 Dec Hidden Champions Fund Newsletters: December Updates

Posted at 23:12h in Asset Management, Investing Process, Investment Analyst, Lessons Learnt by HCCM Team
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17th December 2018 Dear Valued Clients and Partners, It is hard for one to open up the news channel (be it TV/Radio/Newspapers/social Media) nowadays without reading about...

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15 Nov Hidden Champions Fund Newsletters: November Updates

Posted at 13:39h in Asset Management, Investing Process, Investment Analyst, Lessons Learnt by HCCM Team
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15th November 2018 Dear Clients and Partners, As I reflect back on my own journey learning about both English and Chinese in Singapore, the relative importance of...

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15 Oct Hidden Champions Fund Newsletters: October Updates

Posted at 11:33h in Asset Management, Investing Process, Lessons Learnt by HCCM Team
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Market, Business, Credit Cycles And Recession Predictions   Rule No.1: Never lose money. Rule No.2: Never forget rule No.1. - Warren Buffett Integrating Buffett's two rules of investing into the...

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18 Sep Hidden Champions Fund Newsletters: September Updates

Posted at 00:42h in Asset Management, Investing Process, Lessons Learnt, Scuttlebutt by HCCM Team
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18th September 2018 Dear Clients and Partners, As part of our growth and development, we are revising and updating our investing philosophy to be more aligned and...

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16 Aug Hidden Champions Fund Newsletters: August Updates

Posted at 16:50h in Asset Management, Investing Process, Lessons Learnt, Scuttlebutt by HCCM Team
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16th August 2018 Dear Clients and Partners, Richard and I recently made a trip to Mumbai, India to carry out some on-the-ground scuttlebutt activities on one of...

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Important Notice

This site and the materials herein are directed to Accredited Investors and Institutional Investors (as defined within Singapore) and/or the equivalent in the respective jurisdictions and to persons in jurisdictions where the funds are authorized for distribution. In order to access these materials, you must confirm that you are an Accredited* or Institutional Investor or an equivalent entity:

All investors should consider the investment objectives, risks, charges and expenses of the Fund carefully before investing. The prospectus and, if available, a summary prospectus, contain this and other information about the Fund. All investors are urged to carefully read the prospectus and, if available, the summary prospectus, in its entirety before investing.
Performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost and current performance may be lower or higher than the performance data quoted. For more information about a fund, click on the prospectus or summary prospectus link above.
Past performance is not necessarily indicative of future results. There can be no assurance the Fund will achieve its objectives or avoid significant losses.

Due to MAS regulation for RFMC, the Hidden Champions Fund is currently only available to Accredited Investors*.
*An accredited investor is defined as either an individual whose net personal assets exceed S$2 million, whose financial assets (net of any related liabilities) exceed in value S$1 million (or its equivalent in a foreign currency), or whose income in the preceding 12 months is not less than S$300,000; or a corporation with net assets (based on its most recent audited balance sheet) exceeding S$10 million.