Wong founded APS in 1995 as an Asian equities boutique servicing only institutional investors. The Singaporean firm broke even three years ago and has since become a favourite of the investment consultants. It now manages $2.6 billion.
What's your investment philosophy
APS is a pure bottom-up firm. We don't do economic forecasting or political assessments. We don't look at charts or do quant modelling. We do primary research on companies. We believe if we can do research better than our competitors can, we will do pretty well every three years out of four.
What about asset allocation models, or top-down views, or quant...