Partner, River Valley Asset Management

River Valley Asset Management

Partner

Singapore-based boutique asset management firm

River Valley Asset Management is a Singapore-based boutique asset management firm. Our team at RVAM strongly believes in being a trusted steward of our clients' wealth across generations.

Each of our fund managers has years of rich portfolio management experience over multiple market cycles at world-class investment houses. We bring our clients the combined strength of our investment team to manage their financial portfolios and to provide bespoke guidance on all aspects of their financial health.

We offer multi-asset class expert investment advice to accredited investors who are family offices, high net worth individuals and institutional investors to preserve and grow our clients' wealth.

The fund management team of the company includes Homiyar Vasania, Anand Ramachandran and Jamshed Desai.

MSCI Emerging Markets ESG Leaders Index / ESG

In a period where the financial press is inundated by coverage of rising global uncertainty, whether due to a recalcitrant northern regime playing with forbidden toys or the rapidly falling hopes of an investment-led US boom or the catch-22 bind European policy makers find themselves while setting monetary policy, we are focusing on a more mundane but pertinent issue for day-to-day investments: corporate governance in Asia.Recent events in various Asian markets have brought to focus the differing levels of governance and the implications for investor returns. Last month we saw a de-facto board-level coup in one of the most respected Indian companies - a flagbearer of corporate governance with one of the highest ranks in the region: Infosys. Then we heard that the Vice-Chairman and heir apparent to one of the largest and most successful companies in Asia, Samsung Electronics, was indicted and sentenced to five years in prison. In Hong Kong the news headlines were about how the Chinese communist party had successfully enshrined itself in the articles of association of more than thirty Chinese State-Owned Enterprises listed on the Hong Kong stock exchange.Investors have, many a time, asked us how we deal with corporate governance issues. Our usual response is that Asia has a diverse set of companies with varying issues so there is no one-size-fits-all answer. The investment team at <a href="http://www.rivervalleyasset.com/the-team" target="_blank">RVAM</a>, with over seventy years of combined experience, has experienced multiple market cycles and observed corporate governance in Asia evolving over time to fit the changing ecosystem. Ultimately, as investors, we look at all issues through the classic lens of expected return versus the risk being taken to achieve that return. Corporate governance concerns either lower the potential of cashflow returning to investors and/ or often increase the risk attributable to achievement of that potential return, which in turn may make a great business look poor from an investment attractiveness perspective.

In a period where the financial press is inundated by coverage of rising global uncertainty, whether due to a recalcitrant northern regime playing with forbidden toys or the rapidly falling hopes of an investment-led US boom or the catch-22 bind European policy makers find themselves while setting monetary policy, we are focusing on a more mundane but pertinent issue for day-to-day investments: corporate governance in Asia.Recent events in various Asian markets have brought to focus the differing levels of governance and the implications for investor returns. Last month we saw a de-facto board-level coup in one of the most respected Indian companies - a flagbearer of corporate governance with one of the highest ranks in the region: Infosys. Then we heard that the Vice-Chairman and heir apparent to one of the largest and most successful companies in Asia, Samsung Electronics, was indicted and sentenced to five years in prison. In Hong Kong the news headlines were about how the Chinese communist party had successfully enshrined itself in the articles of association of more than thirty Chinese State-Owned Enterprises listed on the Hong Kong stock exchange.Investors have, many a time, asked us how we deal with corporate governance issues. Our usual response is that Asia has a diverse set of companies with varying issues so there is no one-size-fits-all answer. The investment team at RVAM, with over seventy years of combined experience, has experienced multiple market cycles and observed corporate governance in Asia evolving over time to fit the changing ecosystem. Ultimately, as investors, we look at all issues through the classic lens of expected return versus the risk being taken to achieve that return. Corporate governance concerns either lower the potential of cashflow returning to investors and/ or often increase the risk attributable to achievement of that potential return, which in turn may make a great business look poor from an investment attractiveness perspective.

Corporate Governance and Asian Challenges

South Korea

Samsung Electronics Co., Ltd. manufactures a wide range of consumer and industrial electronic equipment and products such as semiconductors, personal computers, peripherals, monitors, televisions, and home appliances including air conditioners and microwave ovens. The Company also produces Internet access network systems and telecommunications equipment including mobile phones.

Samsung Electronics Pref Shares (005935 KS)

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Corporate Governance and Asian Challenges

In a period where the financial press is inundated by coverage of rising global uncertainty, whether due to a recalcitrant northern regime playing...

River Valley Asset Management