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

EGM Silverlake Axis: Injection of Assets Approved by Shareholders

Silverlake Axis: Trading Lower than After Short Seller Attack in '15; Business Upcycle Coming in '19

Silverlake Axis (SILV SP): 1Q19 Results Highlight New 3-Year Growth Cycle Has Started

AGM Silverlake Axis: 2018 Start Of a New 3-Year Growth Cycle

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

Equity Bottom-Up

<p style="text-align: left;">Founded in 1989, Silverlake Axis has built an impressive track record of successful core banking implementations. Silverlake Axis was listed on SGX in 2003.</p><p style="text-align: left;">In less than three decades after its inception, over 40% of the top 20 largest banks in South-East Asia run Silverlake Axis’ core banking solution. Today, Silverlake Axis is the core system platform partner of choice for 3 of the 5 largest ASEAN super regional financial institutions. Silverlake Axis continues to offer innovative Digital…</p>

Founded in 1989, Silverlake Axis has built an impressive track record of successful core banking implementations. Silverlake Axis was listed on SGX in 2003.In less than three decades after its inception, over 40% of the top 20 largest banks in South-East Asia run Silverlake Axis’ core banking solution. Today, Silverlake Axis is the core system platform partner of choice for 3 of the 5 largest ASEAN super regional financial institutions. Silverlake Axis continues to offer innovative Digital…

Silverlake Axis: Confirmation of a New 3-Year Growth Cycle