Cash Deployment, gaming, Grocers, Hong Kong, Portfolio Management, small caps, value
Zengame Technology continues to have hit games generating revenue from in-game purchases and ads. Flagship game Fingertip Sichuan Mahjong consistently ranks Top 5 in its category, while Fishing Master is rising in popularity and may break Top 10. The company trades at deep-value multiples despite having quality games in its portfolio.
Asia, gaming, Micro Cap, Performance, small caps, value
Zengame Technology represents 24.79% of the portfolio, with the manager viewing mobile gaming positively despite some KPI declines. The company grew revenues and earnings over 20% with strong ARPPU growth of 51.14%, though MAU and DAU declined. Management emphasizes overseas expansion as a growth avenue.
Cash, Concentration, global, growth, Research, small caps, value
Manager focuses on finding undervalued companies trading at deep value prices with single-digit P/E ratios. The fund targets high-quality growth companies available at attractive valuations that meet strict criteria including strong balance sheets and minimal institutional ownership.
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of shares bought or sold and the percentage of outstanding shares
owned. The data is generated using an API that processes investor
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