🗣️ Investor Talk #1: Eugene Ng

Founder - Vision Capital Fund

Welcome to Investor Talk — where we interview successful investors to uncover their journeys, strategies, and the lessons they've learned. Get inspired by real stories and gain valuable insights to sharpen your own investment approach.

Every interview follows the same set of sharp, insightful questions — such as “What is your investment strategy?”, “What are your highest conviction stocks?”, and “What’s the biggest investment mistake you’ve made?”

In this edition, we have the pleasure of interviewing:

Name: Eugene Ng @EugeneNg_VCap
Age: 39
Residence: Singapore
Invests since: March 2017

𝗜𝗻𝘁𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝗼𝗻
I was born in Singapore and studied Economics & Finance. I started my career with Citi in 2008 as a Management Associate, working across credit card payments, insurance, and FX for 3 years. Then, I joined JP Morgan, where I spent 8 years specializing in FX advisory sales to corporate clients.

𝗛𝗼𝘄 𝗱𝗶𝗱 𝘆𝗼𝘂 𝗯𝗲𝗰𝗮𝗺𝗲 𝗶𝗻𝘁𝗲𝗿𝗲𝘀𝘁𝗲𝗱 𝗶𝗻 𝗶𝗻𝘃𝗲𝘀𝘁𝗶𝗻𝗴?
I had always been interested in stock market investing, but I struggled to find my edge. A life-altering accident almost 10 years ago made me reevaluate my priorities and inspired me to learn and master investing. Initially, I focused on value investing but quickly shifted to growth investing when I realized the importance of strong profit margins and fast growth for long-term returns. It took time, but in early 2017, I developed a framework and philosophy that guided my investments. In 2020, I wrote a book called 'Vision Investing: How We Beat Wall Street & You Can, Too!' which outlined a data-backed approach to achieve long-term outperformance. As an individual investor, I founded Vision Capital to manage my own capital professionally, serving as a living example of the new philosophy of Vision Investing. Everything I do and share is a reflection of that.

𝗪𝗵𝗮𝘁 𝗶𝘀 𝘆𝗼𝘂𝗿 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆?
At Vision Investing, our focus is on investing in top dog and disruptive companies that introduce innovative solutions to their industries. We target businesses that have the potential to become monopolies or oligopolies and prefer those led and owned by founders.