Sid Choraria presented his in-depth investment thesis on Venustech Group (Shenzhen: 002439) at Best Ideas 2016.
Venustech Group is a bet on structural growth of cyber-security in China as China’s cyber-security capex is a mere 1.5% of IT capex compared to 10% in U.S. Even 10% is not enough, as evidenced by center-stage discussion for Xi Jinping-Obama. Venustech is a home-grown information security company with barriers to entry, growth, and strong management.
About the instructor:
Sid Choraria is a member of the Asia Pacific equity investment team at APS Asset Management, which was founded in 1995 by Wong Kok Hoi. APS manages over $3bn in assets focused on Asian equities employing a primary, investigative bottom-up approach. Prior to joining APS, Sid managed an Indian equity portfolio for a family office. Previously, Sid worked at Goldman Sachs in Hong Kong in the Technology, Media and Telecom Investment Banking Division. Prior to Goldman, Sid worked as a senior analyst at Bandera Partners, a hedge fund in New York performing bottom-up, fundamental research focused on value and activist small and mid cap opportunities. His experience includes working at Merrill Lynch and Morgan Stanley in Hong Kong. Sid is a member of Value Investors Club, an exclusive community of top money managers and analysts. He was awarded the Best Analyst Excellence Award in 2015 and winner of the Best Shorts Idea by Sum Zero in 2014. Sid received his MBA in Finance from New York University Stern School of Business where he was recipient of the Harvey Beker Scholarship and a member of Michael Price Value Fund, a endowment fund at NYU seeded by legendary value investor, Michael Price.
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