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This website is purely for information on the business and organisation of AE Research Management Sdn Bhd, and does not constitute investment advice or recommendation in whatsoever form. No investment products and/or services mentioned in this website have been reviewed or endorsed by the Securities Commission of Malaysia (“SC”) and the SC shall not be held responsible for any contents stated herein. By entering this website, you also agree that AE Research Management Sdn Bhd shall not be held liable for any damage arising from using any information from this website, and accepts the privacy notice policies adopted by the company.
Our investment approach emphasizes companies with foundational technologies – built up from proprietary R&D over extended period of time, and will remain relevant even when end-applications evolve.
These companies are typically the ultimate drivers of technological progress that improve our quality of life.
Many of them are also systemically-significant to the world. For example, the transportation of LNG will require cryogenic pumps supplied by just two companies with foundational knowledge in fluid flow mechanics.
Primary stock selection criteria:
Investible candidates that could fit such criteria, for example, are Japanese industrials with deep knowledge of ceramic sciences accumulated over more than half a century. These companies ability to design and synthesize a wide range of ceramics with molecular and physical properties that meet industrial needs, underpins both their established business in vehicle emission controls, as well as emerging applications such as in solid-state batteries for electric vehicles.
This website is purely for information on the business and organisation of AE Research Management Sdn Bhd, and does not constitute investment advice or recommendation in whatsoever form. No investment products and/or services mentioned in this website have been reviewed or endorsed by the Securities Commission of Malaysia (“SC”) and the SC shall not be held responsible for any contents stated herein. By entering this website, you also agree that AE Research Management Sdn Bhd shall not be held liable for any damage arising from using any information from this website, and accepts the privacy notice policies adopted by the company.