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