Meeting Coordination
Talking with companies, and more importantly the decision makers at those companies, is one of the most important ways an investor can ascertain whether or not the business is undervalued.
However, the mundane tasks of scheduling, following up, and maintaining a database of last contacts and career changes are time-consuming and as a result are often sidelined in favor of more technical financial research.
This ever-important step of the research process, though simple, requires some knowledge of the financial industry and local knowledge of each market and those who work in it.
Khayan helps to offload that responsibility from fund managers and financial analysts, so that they can focus on what they do best: finding undervalued companies.
We maintain a relationship with as many company contacts in Southeast Asia (SEA) as we can. When setting up meetings, we are able to contact a client’s companies of interest directly, and in the local language, whether it be Thai, Bahasa Indonesia, or whatever the locale requires. This helps us enable our clients to talk to companies without using a broker as a go-between and avoiding those brokers learning what companies are of interest to a client’s fund.
We also maintain a policy of constant outreach, searching for new companies and entrepreneurs that have ideas to challenge the status quo. This is possible through dedicated staff, and through our contacts and other commitments, such as our Managing Director’s position on the board of the Foreign Correspondents Club of Thailand.
In addition, we regularly attend events of interest to broaden our network further, and find interesting companies before they are promoted.