Singapore-based boutique asset management firm

River Valley Asset Management

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.

Aircraft Leasing Companies: Boring Business?

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Partner, River Valley Asset Management

Partner

Equity Bottom-Up

Sometimes the most interesting ideas and investment opportunities emerge from activities and occurrences which are part of our daily lifestyle. Whether it be for work or recreation, many of us are spending more and more time stepping onto an airplane. Despite the rising trend of air travel, airline companies have not been great investments. Low entry barriers resulting in rising competition, limited differentiation and significant fixed costs has resulted in airlines struggling to generate adequate returns. But, every trend has its winners, so within the eco-system of air travel we hunted for businesses which have higher entry barriers, steady demand, limited competition and attractive returns and were surprised by the robustness of our find,  <a href="https://www.smartkarma.com/entities/22689" target="_blank" data-smartkarma-citation="entities:22689:1">BOC Aviation (2588 HK)</a>. BOC Aviation (BOCA) is a Singapore based company, listed in Hong Kong, with a consistent track record of delivering revenue and earnings growth. It is run by a conservative management and benefits from exposure to a secular trend (growth in Low Cost Carrier travel in Asia). A growth company, trading cheaply, paying out an attractive dividend with strong multi-year visibility – a stock with signs of being a consistent compounder, an air travel play with wings and we think it is set to fly.

Sometimes the most interesting ideas and investment opportunities emerge from activities and occurrences which are part of our daily lifestyle. Whether it be for work or recreation, many of us are spending more and more time stepping onto an airplane. Despite the rising trend of air travel, airline companies have not been great investments. Low entry barriers resulting in rising competition, limited differentiation and significant fixed costs has resulted in airlines struggling to generate adequate returns. But, every trend has its winners, so within the eco-system of air travel we hunted for businesses which have higher entry barriers, steady demand, limited competition and attractive returns and were surprised by the robustness of our find,  BOC Aviation (2588 HK). BOC Aviation (BOCA) is a Singapore based company, listed in Hong Kong, with a consistent track record of delivering revenue and earnings growth. It is run by a conservative management and benefits from exposure to a secular trend (growth in Low Cost Carrier travel in Asia). A growth company, trading cheaply, paying out an attractive dividend with strong multi-year visibility – a stock with signs of being a consistent compounder, an air travel play with wings and we think it is set to fly.

China Aircraft Leasing Group Holdings (1848 HK)

BOCA : Multi-Year Compounder with Wings & It Is Set to Fly