1010 Printing Group (1010) provides printing services to international book publishers as well as print media companies. Its products comprise illustrated leisure & lifestyle books, educational textbooks and children’s books. The company is headquartered and listed in Hong Kong but currently earns the majority of its revenue from Australia and the US (~67% of FY 15 revenue). The company’s small cap […]
OAM: Betting On Asia
Overseas Asset Management was founded in 1989 by Desmond Kinch. It manages the OAM Asian Recovery Fund, a fund of funds vehicle that was launched in 1998 to take advantage of investment opportunities in the region shortly after the Asian financial crisis. The fund was an early investor in a number of successful, value-oriented funds in the region, including […]
The Overlook Playbook
Overlook Investments is a Hong Kong based investment fund with ~US$4bn of assets under management. The firm was started by Richard Lawrence in 1991. The fund invests in public equity markets across Asia (excluding Japan) and holds a concentrated portfolio of 20 or so holdings. Since inception, the team has compounded capital at a mid-teens rate of return, a […]