Inside the Minds of Asia's Investing Titans | SALT iConnections Asia

TL;DR

This content discusses business expansion, leadership, and investment strategies in Singapore, featuring interviews with two Singapore-based industry leaders. They discuss the challenges of starting a business, the importance of building a strong investment team, and their views on China, ESG, and cryptocurrencies.

Transcript

foreign ladies and gentlemen and good morning welcome back uh it's great to be back in Singapore I think for many of us Singapore is seeing a strong surge of people talent and businesses coming and I think talking to different industry players we believe there are probably 40 plus managers or so looking to set up in Singapore and I think it's a sto... Read More

Key Insights

• 😤 Building a strong investment team and consistent investment process are crucial for long-term success in asset management.
• 👨‍🔬 China's growth story remains attractive, but careful research and understanding of the market are essential due to the diversity of companies and sectors.
• 🪡 ESG integration varies depending on the investment strategy, and challenges such as limited data and regulation need to be addressed.
• 🙈 Cryptocurrencies are seen as speculative assets, and understanding and data availability play a significant role in deciding whether to invest.

Questions & Answers

Q: How did the two leaders start their careers in the investment business?

One leader started his career with large investment firms before deciding to set up his own asset management company in 1995. The other leader initially invested in the firm as a believer in its strategy, eventually joining the team and becoming CEO in 2018.

Q: What were some of the early challenges faced by the asset management company APS?

APS faced challenges in building a credible investment team and process that appealed to institutional investors. They also emphasized the importance of consistent performance and avoiding style changes that could alarm investors.

Q: How do the leaders view China as an investment opportunity?

They both acknowledge that China's growth story is still attractive, but caution that not all companies or sectors will perform well. They advise conducting thorough research and understanding China's economic goals and market dynamics.

Q: How do the leaders integrate ESG into their investment decision-making processes?

The leader from APS believes in a star team approach and ensuring consistent investment processes, while the leader from Quantic Capital believes in applying ESG scores when investing in single stocks. They both acknowledge the challenges of limited data and regulation in the ESG space.

Summary & Key Takeaways

• The content features two industry leaders in Singapore discussing business expansion, leadership, and investment strategies.

• Both leaders have built successful firms from scratch and emphasize the importance of building a strong investment team and consistent investment process.

• They discuss the challenges they faced when starting their businesses and the need for long-term performance and stability.

• The interview covers various topics, including their perspectives on China, the integration of ESG in investment decision-making processes, and their views on cryptocurrencies.