Insight Provider, CrossASEAN Research

Nicolas Van Broekhoven

Was on the buyside for 15 years, most recently at a medium-sized boutique asset management firm. I grew up in Europe, went to university in the US and have been living in Singapore for the last 7 years which has given me a broad scope on the world and investing in general.

Consider myself a generalist investor with a preference for small and mid-cap companies and special situations. However, a large cap that has gone temporarily out of favor might also pique my interest. 

My style of investing could be categorized as more of value investor, rather than growth at any cost. Learning from Charlie Munger on the importance of quality of a company has been of tremendous value over the years.I like businesses with real earnings, cash flows, dividends, book value and insider ownership.

Insight Provider

CWT Limited: On HNA Group's Shopping List

Value-focused bottom-up Asian equity research

NVB Asia Pte Ltd

Equity Bottom-Up

<p>Friday 28th of April I attended the AGM of <a href="https://www.smartkarma.com/entities/618" target="_blank" data-smartkarma-citation="entities:618:1">CWT Ltd (CWT SP)</a> in Singapore. Companies that organise AGM's at 5pm on a Friday in Tanjung Penjuru clearly do not wish many shareholders to attend. About 40 brave souls did show up.</p><figure class="editor-figure mceNonEditable"><img class="editor-image img-responsive" src="https://static-prod.smartkarma.com/images/media/000/025/193/original/cwt%20agm%20pic%20april%2017.jpg?1493423424" data-smartkarma-image-id="25193"></figure><p>While the deal with HNA, as discussed here <a href="https://www.smartkarma.com/insights/cwt-limited-it-s-been-a-long-time-coming" target="_blank" data-smartkarma-citation="insights:9833">CWT Limited: It’s Been A Long Time Coming</a>, was only announced a few weeks ago the Chairman did not even mention the name of HNA or the lengthy deal process in his opening remarks. This being, in most likelihood, the very last AGM as…</p>

Friday 28th of April I attended the AGM of CWT Ltd (CWT SP) in Singapore. Companies that organise AGM's at 5pm on a Friday in Tanjung Penjuru clearly do not wish many shareholders to attend. About 40 brave souls did show up.While the deal with HNA, as discussed here CWT Limited: It’s Been A Long Time Coming, was only announced a few weeks ago the Chairman did not even mention the name of HNA or the lengthy deal process in his opening remarks. This being, in most likelihood, the very last AGM as…

AGM CWT (CWT SP): Counting on HNA to Deliver