research

Our Approach

We focus on identifying high-quality small- and mid-cap companies across Developed Asia, with a core emphasis on Singapore. Through in-depth, proprietary research and long-standing relationships, we develop a deep understanding of the businesses we invest in.

Each year, our team produces a select number of detailed investment theses—typically between 3 and 6—highlighting opportunities with significant long-term upside potential.

Post-investment, we take an active approach. We engage with management teams, boards, and key stakeholders to support strategic alignment, drive operational improvements, and enhance long-term shareholder value.

Where appropriate, we make our research available to company leadership and the public to contribute to broader understanding and value creation.

Investments
Mapletree North Asia Commercial Trust
Mapletree North Asia Commercial Trust

Mapletree North Asia Commercial Trust (“MNACT”) is an SGX-listed REIT...

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Sabana Industrial REIT
Sabana Industrial REIT

Sabana Industrial REIT (“Sabana”) owns a ~S$950 million portfolio of...

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International Healthway Corporation
International Healthway Corporation

International Healthway Corporation (“IHC”) owns an attractive and high-quality portfolio...

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ARA Asset Management
ARA Asset Management

ARA Asset Management (“ARA”) is one of the biggest real...

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