Michael Fritzell of Asian Century Stocks presented his in-depth investment thesis on Café de Coral (Hong Kong: 341) at Asian Investing Summit 2024.

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About the instructor:

Michael Fritzell is a Singapore-based analyst and the author of Asian Century Stocks. He has worked as an analyst and co-portfolio manager in Asia for well over a decade.

Rajeev Mantri of Navam Capital presented his in-depth investment thesis on ideaForge Technology (India: IDEAFORG) at Asian Investing Summit 2024.

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Rajeev Mantri is managing director of Navam Capital, an India-focused investment firm. Prior to founding Navam Capital, Rajeev worked as a venture capitalist at New York-based Lux Capital, focusing on investments in energy, water and nanomaterials. Rajeev has contributed columns and articles on technology, investing, venture capital and political economy to The Wall Street Journal, Mint, Swarajya, Financial Times, The Indian Express, The New York Times International Weekly, Roubini Global Economics and other publications. In August 2010, Rajeev co-founded Vyome Therapeutics, a biopharmaceuticals company, and served as Vyome’s president through the company’s formative years. Rajeev graduated with a BS in materials science and engineering from Northwestern University, and an MBA from Columbia Business School, specializing in private equity and value investing. Rajeev is the author (with Harsh Madhusudan) of the book, A New Idea Of India — Individual Rights In A Civilisational State, an international best-seller on the history and future of modern India covering a diverse range of topics in economics, foreign policy and politics.

Peter Kennan of Black Crane Capital presented his investment thesis on Intelligent Monitoring Group (Australia: IMB) at Asian Investing Summit 2024.

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Peter Kennan is the founder of Black Crane Capital a catalyst/activist, deep value investment manager. Black Crane has a strong track record of creating value by actively engaging with under valued listed companies including the successful restructuring turnarounds of Elders, Emeco and MMA Offshore. Prior to founding Black Crane in 2009, Peter was a leading corporate financier with UBS Asia Pacific where he was Head of Asian Industrials Group, a team covering energy, infrastructure, resources, consumer/retail and general industrial companies. Prior to that, Peter was Head of Telecoms and Media for UBS Australia. Before UBS, Peter spent seven years with BP in a variety of engineering and commercial roles.

Naveen Chandramohan of Itus Capital presented his in-depth investment thesis on Adani Ports (India: ADANIPORTS) at Asian Investing Summit 2024.

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Naveen Chandramohan started Itus Capital in 2017 as an asset management firm investing in the public equities in India. Since then, Itus has grown into a firm managing USD 200 mm in capital across 400 families in India and globally. At Itus, Naveen runs a growth oriented fund investing in promoters or management teams with a focus on return on invested capital. The analysts at Itus work closely with the management building meaningful long-term relationships with their portfolio companies. Itus has a seven-year track record and is one of the most consistent funds in the country delivering a CAGR of 20.6% net returns to the investors over the same period. Today, Itus has offices across Chennai, Bangalore and Houston.

Prior to setting up Itus, Naveen managed money as a Portfolio manager across eight years with his last role at Hutchin Hill where he was their Responsible Officer and a Portfolio Manager heading their Hong kong office. As a fund manager, he was the recipient of the best fund manager award by Asia hedge for three years in a row. He began his career in Lehman Brothers in Tokyo and has worked across Lehman and Nomura in Tokyo and Hong Kong. Naveen did his engineering in BITS Pilani and graduated from IIM Bangalore as a gold medalist.

Isaac Schwartz of Robotti & Company presented his thesis on Kazakhstan and Bank CenterCredit JSC (Kazakhstan: CCBN) at Asian Investing Summit 2024.

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Isaac Schwartz is an investor in global and emerging markets with a special focus in financial services, logistics and e-commerce, consumer products, and durable goods. He is a Portfolio Manager at Robotti & Company, an investment adviser managing $1 billion in equity assets. Since 2007, Isaac has managed Robotti Global Fund LLC, which he has run from Singapore, Hong Kong, Istanbul, and now New York. He has invested extensively in Kazakhstan and Indonesia, as well as other CIS and Southeast Asian markets. In 2017, Isaac founded the New Silk Road community of more than a hundred professional investors who meet annually for an investing-ideas summit. Isaac has been a director of Menu Group, an online food delivery company in the UK, and Complete Start, a health food company in the U.S. He earned a B.S. in Economics from the Wharton School of the University of Pennsylvania.

Jiro Yasu and Patrick Rial of Varecs Partners presented their investment thesis on Daiei Kankyo (Tokyo: 9336) at Asian Investing Summit 2024.

(Patrick was involved in preparing the presentation but could not attend the session.)

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Jiro Yasu has two decades of investment experience in the Japanese equity markets including at Varecs Partners, First Eagle Investment Management and Daiwa Securities America. As the Representative Director of Varecs Partners, Jiro spearheads the investment firm’s efforts to identify mid-sized listed Japanese companies where corporate value can be realized for all stakeholders by working together with management. Jiro holds a BA in economics with a specialty in econometrics from Keio University.

Patrick Rial joined VARECS Partners in 2015 as Senior Analyst. He joined from J.P. Morgan Securities Japan where he worked in equity strategy and small cap research. Prior to J.P. Morgan, he was a product manager at Morgan Stanley MUFG Securities. Mr. Rial began his career as a financial journalist covering Japanese equity markets. He has been a CFA charterholder since 2011. He holds a BA in economics and history from Georgetown University.

Kimi Venkataraman and Sidd Thomas of India Intrinsic Value Consultants presented their investment thesis on Zenkoku Hosho Co Ltd (Tokyo: 7164) at Asian Investing Summit 2024.

(Sidd did not attend the session but was involved in preparing the presentation.)

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Krishnaraj (Kimi) Venkataraman serves as a Director of Intrinsic Value Consultants Pte. Ltd., Singapore. He previously created and managed multiple partnerships in India. Kimi’s previous work experience includes Tata Steel and P&G India, as well as several business startups in India, including Marketics which was successfully sold to WNS. Kimi has been an investor for more 30 years and, after reading Warren Buffett, has been investing in undervalued stocks. Kimi lives in Singapore, India, with his family.

Siddharth (Sidd) Thomas serves as a Partner of India Intrinsic Value Consultants. He founded Beaconsfield Investment Management in 2010. Prior to that he worked as an analyst covering Asian equities at Fairfax Financial Holdings and as an associate analyst at Credit Suisse equity research. Born and raised in Chennai, India, Siddharth completed his bachelor’s of science degree from Purdue University. He is also a level 3 candidate in the CFA program.

Rajeev Agrawal of DoorDarshi Advisors presented his in-depth investment thesis on Manappuram Finance (India: MGFL) at Asian Investing Summit 2024.

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Rajeev Agrawal is the Fund Manager and Managing Partner at DoorDarshi India Fund. DoorDarshi India Fund is a US-based fund that focuses on investing in Indian equities. Rajeev is also the founder of DoorDarshi Advisors, a General Partner to DoorDarshi India Fund. Rajeev has been investing in the US and Indian equity markets for 15+ years. Rajeev follows Value Investing principles and finds that the Indian equity market provides wonderful opportunities for his style of investing. Prior to starting DoorDarshi, Rajeev was a Technology executive focusing on the Financial Industry and has worked with IHS Markit, Goldman Sachs, Bank of America, JP Morgan and Dresdner Bank. Rajeev did his B.Tech from IIT Bombay and MBA from IIM Calcutta.