Five Asian Companies to Outperform in a Stagflationary Environment

Koon Boon Kee of HERO Investment Management presented his theses on five stagflation-beating companies at Asian Investing Summit 2022:

• E Ink Holdings (Taiwan: 8069)
• Parade Technologies (Taiwan: 4966)
• ZillTek Technology (Taiwan: 6679)
• Imdex (Australia: IMD)
• Weathernews (Japan: 4825)

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About the instructor:

KB Kee is the founder & director of HERO Investment Management, a boutique independent investment research organization and the creator & thought leader of the investment & business management philosophy and framework H.E.R.O., which stands for “Honorable. Exponential. Resilient. Organization.” H.E.R.O. is operationalized into a systematic 4-step investment process and investment framework powered by sustainability & ESG principles, with in-depth research, ratings and analysis to identify and invest in global structural growth innovators, especially ferreting out exceptional, under-the-radar, resilient market leaders who are governed by a greater purpose larger than oneself in their pursuit to contribute to the welfare of people and in solving high-value problems for their target customers and society. The H.E.R.O. research framework, methodology and strategy are powering equity portfolio asset for our clients.

KB is an internationally featured investor rooted in the principles of value investing for over a decade as a fund manager and analyst in the Asian capital markets who started his career at a boutique hedge fund in Singapore where he was with the firm since 2002 and was also part of the core investment committee in significantly outperforming the index in the 10-year-plus-old flagship Asian equity fund. He was also the portfolio manager for Asia-Pacific equities at Korea’s largest mutual fund company and the Chief Investment Officer & CEO of a Singapore Registered Fund Management Company (RFMC) where he is responsible for listed Asian equity investments.

KB had taught accounting at the Singapore Management University (SMU) as a full-time faculty member and also pioneered the 15-week course on Detecting Accounting Fraud in Asia as an official module at SMU. KB remains grateful to be invited by Singapore’s financial regulator Monetary Authority of Singapore (MAS) to present to their top management team about implementing a world’s first fact-based forward-looking fraud detection framework to bring about benefits for the capital markets in Singapore and for the public and investment community.

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