This video rather good in that it discuss a lot of questions asked to me through private emails.
Incidentally, this is the local Singapore value fund that doesn’t take any management fee and only earn via performance fee and snag up Business Times’ Ms Teh Hooi Leng.
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Dividend Warrior
Monday 16th of September 2013
Thanks for sharing the video!^^
Kyith
Monday 16th of September 2013
no problem
Man
Monday 16th of September 2013
Hi,
Thanks for the video. I think what was presented sounds logical. But the part on his fund's approach sounds a bit bias, esp commenting on WB, e.g. by "equating" the performance of a group of high ROE stocks to WB's approach etc.
The thing is why don't I just invest in WB's BH instead ?
Man (vested in BH)
Kyith
Monday 16th of September 2013
hi Man, i think there will be more debates on that issue and he does come to it from the quantiative side of things. Still investing in BH and investing like WB are 2 different things.
BH have managers that may have anticipate the headwinds that permanently impair the ROE. and would have bought during temperory impairment.
at the end of the day, his message is simple. you select a stock because the ROE then is good perhaps is the wrong approach.