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Aggregate AM looks to large portfolio of undervalued stocks to beat the market

Trinity Chua
Trinity Chua7/24/2017 07:30 AM GMT+08  • 8 min read
Aggregate AM looks to large portfolio of undervalued stocks to beat the market
(July 24): Eric Kong says shopping for stocks is a lot like shopping for anything else: Steer your cart away from the “new arrivals” and down the bargain shelves instead. Kong is one of the three co-founders of boutique fund management firm Aggregate
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(July 24): Eric Kong says shopping for stocks is a lot like shopping for anything else: Steer your cart away from the “new arrivals” and down the bargain shelves instead. Kong is one of the three co-founders of boutique fund management firm Aggregate Asset Management. Founded in 2012, the firm manages a single Asian equity fund called the Aggregate Value Fund.

The fund has $442 million in assets. It currently holds about 637 stocks, all of them purchased for their deep value. The Aggregate Value Fund is available to accredited investors with a minimum subscription of $150,000. The fund currently has more than 200 investors, mostly individuals with a net worth of between $3 million and $5 million.

“In the last four years and five months, we delivered a 61.8% net return for our investors,” Kong tells The Edge Singapore. That works out to a compounded 11.63% a year, and exceeds Aggregate’s target of a 10% yearly net return.

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