Portfolio Manager Omar Malik was among the speakers at the 14th Asian Investing Summit held by MOI Global. Omar’s presentation covered an introduction to our holdings in Japan before focusing on our largest holding in the market, Hikari Tsushin.
Asian Investing Summit – MOI Global
Omar Malik presenting on Hikari Tsushin
‘Death of the Brand’ or dearth of thought?
Some ten years ago, in the cavernous QEII Conference Centre in front of a 600-person audience, a precocious 37-year-old version of your author stood up and risked career-level embarrassment. I gave a speech titled “The Death of the Brand: a cognitive bubble in quality compounders”. It was an attempt to take on the near-religious dogma […]
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Q2 2026 – ESG and Active Ownership Report
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