Regular readers will know that we are big fans of Yeo Seng Cheong of Yeoman Capital, which we regard as extremely disciplined practitioners of value investing in South East Asia. We had the pleasure of interviewing them last year, and you can check out some extracts at the end of the article. Their long term track record speaks volumes: For those not lucky to attend the previous Asia Value Investor Conference in Hong Kong, he has kindly agreed to share his video of his experience investing in Japan at the last MOI Asian Investing Summit.

Looking Beyond the Numbers

Mr Yeo attributes a big part of his success to his own multi-disciplinary experiences over the years, which then allow him to home in on what matters most: the business itself, and the value it represents. Maturity and experiences over ......