Kyzian Capital
Kyzian Capital is a private investment firm that takes concentrated positions in high-quality Singapore-listed businesses and holds them for the long term.
Latest ThesesView All →
DBS Initial Thesis
Wonderful banking franchise purchased at approximately fair value, with a current emphasis on shareholder returns rather than earnings acceleration.
Read thesis →Centurion Initial Thesis
Strong specialised student and worker accommodation business purchased at a modest discount to medium-term intrinsic value during a transitional period.
Read thesis →