Koon Boon Kee, managing editor of The Moat Report Asia, presented on Korea-listed company Golfzon (Kosdaq: 121440) at Wide-Moat Investing Summit 2013. In Part One of the presentation, KB Kee discusses the "bamboo innovator" approach to identifying competitively advantaged businesses in Asia and delves into opportunities in Korea. In Part Two, KB introduces Golfzon and presents his investment thesis.
Koon Boon Kee is the managing editor of The Moat Report Asia. He is also the founder and managing director of the Singapore-based Bamboo Innovator Institute to establish the thought leadership of resilient value creators around the world. KB has been rooted in the principles of value investing for over a decade as a fund manager and analyst in the Asian capital markets. He was a fund manager and head of research/analyst at Aegis Portfolio Managers, a Singapore-based investment management organization dedicated to the craft of value investing in Asia. He had been with the firm since 2002 and was also part of the core investment committee in significantly outperforming the index in the 10-year-old flagship fund. He was previously the portfolio manager for Asia-Pacific equities at Mirae Asset Global Investments, Korea’s largest mutual fund company. He received his Masters in Finance (magna cum laude) and double degree in Accountancy and Business Management (both summa cum laude) from the Singapore Management University (SMU). He had taught accounting at his alma mater in SMU and published research in the Special Issue of Istanbul Stock Exchange 25th Year Anniversary of the Boğaziçi Journal, Review of Social and Economic Studies, as well as wrote articles about value investing and corporate governance in the media.