Eliminating companies with potential accounting tunneling FRAUD and misgovernance risk prevalent in Asian companies with unusual related-party transactions which escape the detection by western-based financial tools and techniques, based on our proprietary fact-based forward-looking fraud detection system that we are grateful to have the opportunity to be invited to present to the top management of the Singapore financial regulator;
Analyzing the business model for QUALITY, including its resiliency to maintain profitability and protect market positions through up/downturns in the economy and to allow the companies to better manage rapid, sometimes disruptive, technological change;
Some of the unconventional but intuitive metrics we employ include;
Selecting entrepreneurs and owner-operators with VALUES & PASSION for their business. This is seen through their thought leadership and value-add to the community whilst serving with integrity, and the corporate culture they build.
See below for some of the stories and validated committed actions of how when they Love, Serve, and Care with a Purpose larger than themselves, they tend to outperform.
“You look at all the successful companies, what is the key? Their brainpower. The thinker, good management, good innovators… Successful CEOs are like gems you find on a beach. There are many pebbles, many beautifully colored ones, but they are all stones. Now and again, you will come across a real precious gem, a real emerald, pick it up, polish it. He must have a set of qualities that fits with the job, has energy, drive, ability to interact with people, ability to get people to work with him in a team.”
– Lee Kuan Yew, founding Prime Minister of modern Singapore, in Hard Truths to Keep Singapore Going
In Stage 2.0 of the Hidden Champions Fund’s investment performance and business development, a more activist approach will be undertaken to unlock non-linear jumps in market value creation of our key portfolio companies (Australia’s Sealink Travel 3.36% equity stake, Taiwan’s Nyquest Technology 14.97%, India’s Emmbi Industries 6.78%) in which we are substantial shareholders to increase NAV unit price of the Fund exponentially via: