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

All that Glitters Is Not Gold, Stocks Not to Hold (For Now) - Part I

Overview of My Winners and Losers in 2018...and 5 High Conviction Ideas Going into 2019

Coffee Day Enterprises (CCD IN): Time to Rise and Shine. Likely Stake Sale Can Unlock Value, Finally

CrossASEAN Research

At CrossASEAN Research we strive to produce unbiased and differentiated on the ground insights on companies across South East Asia. Our Research is produced for the most part after face to face meetings and conversations with company management to dig deep into the long term vision and strategy of the companies we cover. We seek to deliver investable and actionable themes on sectors and markets across SE Asia, often in collaboration with other Insight Providers across the region, pooling the vast experience of the analysts within the Smartkarma Ecosystem. We also offer bespoke work and tailor made trips for our clients. 

Insights across South East Asia

Thematic (Sector/Industry)

<p>The end of the year is always a good time for reflection on how your investment ideas have panned out. In this note, I will review all my picks, visit notes and other articles that I have written since February when I joined SmartKarma as an insight provider.</p><p>Since investment ideas don't follow a calendar many of my better ideas in 2017 still look good going into 2018.</p>

The end of the year is always a good time for reflection on how your investment ideas have panned out. In this note, I will review all my picks, visit notes and other articles that I have written since February when I joined SmartKarma as an insight provider.Since investment ideas don't follow a calendar many of my better ideas in 2017 still look good going into 2018.

Overview of My Winners and Losers in 2017...and 5 High Conviction Ideas Going into 2018