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.

Thematic (Sector/Industry)

<p>Singapore listed REITs and Business Trusts have been reporting financial results and while we were perusing them, we couldn’t help but hark back to the period at the start of the year when a slew of market reports hit the headlines calling for a reversal of fortunes of several REIT sectors based on the premise that ‘supply’ in many of them had or was going to peak out in 2017 and that it was going to be smoother sailing here onward. The sector has had a good rally and it is time to ponder whether "peak supply" thesis can sustain the momentum. We weren’t buying that line then and we aren’t buying it now. </p>

Singapore listed REITs and Business Trusts have been reporting financial results and while we were perusing them, we couldn’t help but hark back to the period at the start of the year when a slew of market reports hit the headlines calling for a reversal of fortunes of several REIT sectors based on the premise that ‘supply’ in many of them had or was going to peak out in 2017 and that it was going to be smoother sailing here onward. The sector has had a good rally and it is time to ponder whether "peak supply" thesis can sustain the momentum. We weren’t buying that line then and we aren’t buying it now. 

Equity Bottom-Up

iShares MSCI Singapore ETF / Equity Bottom-Up

<p>In the past we have talked about how the Business Trust universe in Singapore provides interesting opportunities, in an otherwise staid marketplace.  We wrote about them in our piece <a href="https://www.smartkarma.com/insights/singapore-the-hidden-gems" target="_blank" data-smartkarma-citation="insights:7657">Singapore - The Hidden Gems</a>. Six months into an eventful Trump presidency, we went back to check how our ideas have stacked up. And, we were surprised how well our Singapore REIT's have performed, in line with the broader market.</p>

In the past we have talked about how the Business Trust universe in Singapore provides interesting opportunities, in an otherwise staid marketplace.  We wrote about them in our piece Singapore - The Hidden Gems. Six months into an eventful Trump presidency, we went back to check how our ideas have stacked up. And, we were surprised how well our Singapore REIT's have performed, in line with the broader market.

Singapore

The MSCI Singapore Free Index is a free-float market capitalization weighted equity index. Since 12/01/1999, MSCI removed the "Free" designation from this index - this index now shares the same members and weights as the MSCI Singapore Index (MXSG Index), but continues to be calculated to be consistent with the index levels before this date.

MSCI Singapore Free Index (SIMSCI INDEX)

The Peril of 'Peak Supply' Analyses

Singapore listed REITs and Business Trusts have been reporting financial results and while we were perusing them, we couldn’t help but hark back to...

River Valley Asset Management

Singapore REIT's Pay-Off

In the past we have talked about how the Business Trust universe in Singapore provides interesting opportunities, in an otherwise staid...

River Valley Asset Management