Quantamental Investing to beat Benchmarks

A. Stotz Investment Research

We pick stocks. We construct portfolios. All our effort is focused on how to better pick stocks and construct portfolios. We serve fund management companies, family offices, and high net worth individuals.

Short Term Levels on US Yields Going into the Fed

CEO, A. Stotz Investment Research

Dr. Andrew Stotz, CFA

Thematic (Sector/Industry)

Macau Consumer discretionary / Thematic (Sector/Industry)

<ul>
<li>We highlight 14 stocks in Asia that look interesting to us based upon our FVMR Methodology</li>
<li>Portfolio changes: Two stock remains, 12 new join the fray</li>
<li>Since its inception, the portfolio has gained 92% versus MSCI Asia ex Japan's 80%</li>
</ul>


We highlight 14 stocks in Asia that look interesting to us based upon our FVMR Methodology
Portfolio changes: Two stock remains, 12 new join the fray
Since its inception, the portfolio has gained 92% versus MSCI Asia ex Japan's 80%


Samsung Electro Mechanics Co, Ltd. (009150 KS)

Synnex Technology International (2347 TT)

The Stocks to Own in Asia – Vol. 35