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.

Partner, River Valley Asset Management

Partner

Thematic (Sector/Industry)

Singapore Real estate / 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. 

Sabana Shari'ah Compliant Industrial REIT (SSREITR SP)

Sabana Shari'ah Compliant Industrial REIT

NikkoAM-StraitsTrading Asia Ex Japan REIT ETF (AXJREIT SP)

NikkoAM-StraitsTrading Asia Ex Japan REIT ETF

The Peril of 'Peak Supply' Analyses