Thursday, July 24, 2014

Interview With Jun Hao Of The Asia Report Blog

Interview Series
This is my 17th interview of the "Interview With Fellow Investors" blog series and I am really happy to be able to continue learning and writing about the peer investors here. I hope to reach out to more peer investors and accumulate as many interviews as possible. 

My next interviewee is Jun Hao, I think he is in his mid 20s now (if my math did not fail me), the amazing thing is that he just started investing about 4 years ago but already overseeing over $3.95 millions in assets. Phew!

Without further ado, let's keep reading to get to know Jun Hao better.. 

Q1 : Can you give us a brief introduction about yourself?
I am the co-founder and managing partner of private family office, overseeing slightly under S$4 million in assets. I publicly tracked my US portfolio on my first blog, Quantitative Value , which was started back in late 2010. Over the past 2.75 years, the US portfolio compounded at a annual rate of 27.23%. That’s a cumulative return of 93.93%.

I just started up The Asia Report in early July. The main goal is to share the investing wisdom of the investing greats from around the world with people, and to apply it in a local setting. As the saying goes, the more things change, the more the same. 

The only way for investors to make well informed decisions is through continued education, and I hope to bridge that gap by introducing them to some of the most successful and prolific investors of our time.

Q2 : Are you a full-time or part-time investor at the moment?
Full time investor.

Q3 : When (at what age) did you start investing in shares and who has influenced you the most?
I started investing at 20, and I would say that Warren Buffett and Benjamin Graham had the most influence on me.

My first experience with investing was from reading Snowball, Warren’s Buffett biography. That gave me a really solid foundation to work from, and I knew from Buffett’s experiences that value investing works. I found myself adopting many of their frameworks, and that prevented me from making big mistakes over the course of my journey.

Q4 : Do you view yourself as long-term (holding shares in years), short-term investor (holding shares in days/months) or mixture?
Definitely long term. However, I am flexible. If a share revalues to our estimated intrinsic value, I won’t hesitate to sell.

Q5 : What is your basis of selecting the shares to invest (e.g. basing on fundamental analysis, technical analysis or other methods/sources [share a little bit more details if it is the latter])?
Fundamental analysis. I normally screen for companies first based on the normal “value” metrics like low P/E, low P/B etc. 

That normally give quite a number of companies to work with. I normally than proceed to look into the specifics of the company, identifying ones that feel comfortable with.

That’s only part of the process. I spend a lot of time reading industry books, keeping up with various news sources like the WSJ & Bloomberg Businessweek. It’s a continual learning process. That helps me expand my circle of competence.

Q6 : What is your targeted and achieved annual rate of returns (%) so far? 
My targeted rate of returns :15%
My achieved rate of returns : 16% onwards

Q7 : What is your most recommended online investing resource (site or blog) to share with our readers? 
Nextinsight is great for news on listed companies in Singapore. If you’re looking for some of the best curated wisdom on value investing, is great resource.

I am also working on The Asia Report, which hopes to bring the teachings of the investing greats around the world, applied in our local markets.

Q8 : Besides shares, what other investment are you involved in (e.g. Real Estates, Bonds or REITs etc)?
Running my own business is my other focus. I am not involved in other investments like real estate, bonds or REITs at the moment.

Q9 : What is your current Shares Investment portfolio size (in range, no need specific)? 
My personal account is in the mid 6 figures range. They are distributed among Singapore and Hong Kong at this point of time.

Q10 : If the readers what to get in touch with you, how to get hold of you? (Sharing of your website/blog/social media profile etc..)
Check out The Asia Report. There’s a contact me box there, along with links to my LinkedIn page.

By the way, if you are a retail investor and would like to be featured in my "Interview With The Fellow Investors" blog series, please feel free to email me at

Also, for the complete list of my interviewees and their posts, check it out here.


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