Joshua Kennedy presented his in-depth investment thesis on Boustead Singapore (Singapore: F9D) at Asian Investing Summit 2015.
Boustead Singapore is a small-cap industrial conglomerate with an asset-light business model cobbled together over the last twenty years by a brilliant CEO, Mr. Wong Fong Fui, who would be right at home in William Thorndike’s recent book on CEO capital allocation, The Outsiders. It is an outstanding company at an attractive price. The discussion is timely because the company has announced plans to spin off the industrial real estate business in 2015.
About the instructor:
Joshua Kennedy is Managing Partner of Sonian Capital Management, a long/short global value manager based in Boston. He previously served as Portfolio Manager at Liberty Square Asset Management and began his career on the news staff of The Wall Street Journal. He holds a BA in Religious Studies from Brown University and an MBA with concentrations in accounting and finance from New York University’s Stern School of Business.
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