GuruFocus is excited to announce that Shinyoung Asset Management, a Korean value investing firm with more than $10 billion in assets under management, will answer a few questions from GuruFocus in the coming weeks. Interested in learning more about this international firm? Submit your investing questions in the comments below, and we may ask them in the interview.
The flagship Shinyoung Marathon Equity Fund is a traditional value fund that invests in small to mid-market cap companies. Over the past five years, the fund has returned a cumulative 44.4%, outperforming the benchmark KOSPI Index, which returned a cumulative 16%.
The top five holdings of the Marathon Equity Fund are Samsung Electronics Co. Ltd. (XKRX:005930, Financial), Posco, Humax Co. Ltd. (XKRX:115160, Financial), OCI Co. Ltd. (XKRX:010060, Financial) and S&T Dynamics Co. Ltd. (XKRX:003570, Financial).
That outperformance extends to the firm’s other flagship fund, the Shinyoung Value High Dividend Equity Fund, which returned a cumulative 68.6% over the past five years.
Shinyoung follows a bottom-up approach and invests for the long term, pointing out that the average turnover for local asset managers in the past year was 243.4%, while Shinyoung’s was only 57.1%.
Shinyoung will also be represented among the speakers at the GuruFocus Value Conference next year in Omaha, Neb. Visit the conference website for speaker bios, registration details and more event info.
All questions should be submitted by Friday, Oct. 30.
