Z Club July 2019 Monthly Newsletters

Dear Friends,

We are pleased to share with you the monthly newsletters for the portfolios managed by the Generation Z Investment Club (“Z Club”). As you know, Z Club is a non-profit organization established by my partner Tiffany Liu (Vice President) and me in 2018 with the aim of helping our next generation to start their journey of becoming investors with a long-term mindset. As a part of our program, we provided an initial $5,000 capital to be managed by 6 teams (the “Endowment Program”). Each team is comprised of 3–4 university students in China and Singapore. They manage highly concentrated portfolios of public equity positions based on their fundamental research. The investment process is designed to be collaborative and structured as each investment must be discussed and agreed at an investment committee.

In July, we organized our second Invest Your Life Journey in Hong Kong and 8 students participated in life-changing meetings with investors, all of whom are highly regarded in the industry, including Chartwell’s Mr. Ronald Chan, Overlook’s Ms. Lenonie Foong, and Mr. James Squire, Library’s Bill Zhu and Xu Liu, and Old Peak’s John Zwaanstra. They shared their life-long journey as investors. Thank you very much for sharing your precious time with us.

Please note that Z Club’s Endowment Program is not open for external capital and managed solely for an educational and experience purpose.

Please click the link below to read July 2019 monthly newsletters, written by our members (university students). The Chinese version is also available on our Wechat Public Account. Please share your feedback with us for our members’ benefits. Constructive criticism is always welcome. We are also happy to connect you with any team members if you find their newsletters interesting.

Team Arisaig’s Viva Fund - link

Team Veritas’s Veritas Aequitas Fund - link

Team GenBridge’s A Fund - link

Team Icho’s Goat Fund - link

Team Star Magnolia’s Techplus Fund - link

Team Femme Fatale’s Femme Fatale Fund - link

Previous Z Club Publications

An Investor Is Born

Zeroing-In on Generation Z

The Class of 2019

Project Z: Interview with Shinya Deguchi



Shinya Deguchi @ Star Magnolia Capital

We are a multifamily office in Asia. We are Allocators without Borders!