Benoit Descourtieux – Le Club B

Published on
September 1st, 2016
Duration
29 minutes

Benoit Descourtieux – Le Club B

Featuring Benoit Descourtieux

Published on: September 1st, 2016 • Duration: 29 minutes

With 30 years of investing in Asia and 100% returns over the past 5 years, Benoit Descourtieux, CIO & founder of OP Investment Management, has learnt a few things & offers us original investment know-how.

Comments

  • KB
    Keith B.
    24 December 2016 @ 17:32
    Exceptionally insightful material for a recent economics graduate such as myself. Planning to rewatch for further study.
  • YC
    Yves C.
    17 September 2016 @ 22:18
    Had the pleasure to work with Benoit for years on the CFA Institute Curriculum development. I am not surprised to see how insightful his comments are. A real master piece! Yves Courtois
  • JN
    Jason N.
    10 September 2016 @ 03:37
    Thank you so much for this eloquent interview and wealth of information!
  • JM
    Justin M.
    6 September 2016 @ 16:56
    I'm surprised that this interview was not better received by the RVTV audience. The valuation principles that Benoit discusses are more important than ever in a world where the Divergence between GAAP and Pro-Forma Earnings is so wide. Granted, an argument can be made for tech companies and their leadership as a sector over the past few years; but my money is on an eventual reversion to the real analysis that Benoit discusses.
  • BD
    Benoit D. | Contributor
    5 September 2016 @ 23:29
    Hi Uday, if you need more information, you can reach us directly. Email is benoit.descourtieux@organicgrowthfunds.com
  • DS
    David S.
    5 September 2016 @ 02:18
    Great Interview! I would trust this man with my money. Very rational, experienced and skeptical. Looking for the higher profit margins in the supply chain. No wonder his firm has such an exceptional record. They earned it. DLS
  • VR
    Vincent R.
    4 September 2016 @ 03:21
    Great interview! Looking at ratings confirm the audience is primarily interested in macro. Thanks for broadening and bringing bottom-up equity investors.
  • MC
    Michael C.
    2 September 2016 @ 09:55
    A lot of very smart insights into how they invest. The ETF conversation was particularly interesting as a source of Alpha. Hard work = solid returns. Should not be a surprise but it probably is to many.
  • JG
    John G.
    2 September 2016 @ 00:53
    I thought the comments about the footnotes in the reports were interesting, and I wonder how many others read them or pay attention to them.
  • RM
    Russell M.
    1 September 2016 @ 19:32
    Refreshing focus on company profitability, whereas most presentations here on macro leave me afraid to invest lately.
  • T~
    Tshort63 ~.
    1 September 2016 @ 19:23
    Amazing. One of my favorites, explaining how there is not a shortcut for hard work and fundamentals. I particularly like how he scans the official reports and then starts forensically to see who is real and who is full of BS and then takes appropriate positions for or against. His breakdown of the vertically integrated supply chain is brilliant.
  • fc
    frank c.
    1 September 2016 @ 19:02
    Best Le Club b interview by far!!
  • UA
    Uday A.
    1 September 2016 @ 18:11
    There's also a v.interesting Asian Moat fund which focuses on "Hidden champions" in EM which have high ROE, competitive advantages etc.. They focus a lot on Forensic accounting & advance / early detecting of potential accounting fraud. But once they've cleared those kind of tests, there are very interesting opportunities http://www.8iholdings.com/media/ref_investmentupdate2016.pdf Person who runs the fund : https://bambooinnovator.com/ and Asia's Moat Report : http://www.moatreport.com/
  • UA
    Uday A.
    1 September 2016 @ 17:53
    Good interview.. Anyone knows where one can find his fund's presentation / info / fees / returns? Closest thing I found was this site : http://www.oriental-patron.com.hk/eng/html/services/asset.html
  • RM
    Richard M.
    1 September 2016 @ 16:46
    Wow, he is a very, very sharp guy! I really like his forensic accounting approach (applicable everywhere but absolutely essential in China). His comments on ETF's are spot on too! Great segment.
  • tW
    tgwtom W.
    1 September 2016 @ 16:14
    Excellent, informative, how to think, under the radar type interview. Negative early response puzzling but that is the *edge* by getting value where another does not.
  • IZ
    Ignacio Z.
    1 September 2016 @ 15:26
    The streaming stops at 25:08. Have tried several times. Error Code: PLAYER_ERR_TIMEOUT
  • BV
    Bryan V.
    1 September 2016 @ 14:52
    Always something to draw out of each video. For me, I thought his comment about indexes and dynamics within them (technological changes / creative destruction) limit the profit potential when investing in them was interesting. I would imagine that it depends on your investment horizon and particular sector.
  • EL
    Elizabeth L.
    1 September 2016 @ 14:25
    Incredible amount of information on how to choose a company to invest in. A high value interview for us viewers of Real Vision.