Vision Capital Fund

Vision Capital Fund Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Vision Capital Fund, Investment Management Company, Singapore.

Vision Capital Fund is an investment fund managed by Eugene Ng, focused on investing for our investors in companies that reflect our best vision for our future, changing and shaping the world for the better.

Differing viewpoints.To do well in investing and outperform, one has to be different and right.Some might say it is bett...
02/12/2025

Differing viewpoints.

To do well in investing and outperform, one has to be different and right.

Some might say it is better to have a different viewpoint than to have a view of different viewpoints.

Others might say it is the reverse, it is far better to have a view of different viewpoints than to have a different view.

I think in investing, it is not one or the other. It is far better to first consider different viewpoints, then adopt a different one, and be willing to change it if things change.

One can tell a lot about a man by the books he reads.Similarly, one can tell a lot about an investor from the stocks he ...
30/09/2025

One can tell a lot about a man by the books he reads.

Similarly, one can tell a lot about an investor from the stocks he owns and how long he has owned them for.

Books show what you think. Stocks show what you believe, holding periods show who you really are.

Being contrarian.To win in investing, you have to be different and right.Yet this does not mean that being contrarian wi...
30/07/2025

Being contrarian.

To win in investing, you have to be different and right.

Yet this does not mean that being contrarian will result in success.

It does not mean you consistently double down on anything that falls in price without regard.

It is far more important to discern if it is undergoing a temporary headwind or a structural decline. Often, the worst investments are those in which the thesis appears intact but something fundamental has shifted beneath the surface.

The hardest part is not the analytical framework, but having conviction when everyone else is running for the exits.

You can still be contrarian in having the unusual emotional discipline to be uncomfortable for extended periods.

Learning to lose to win.In sports, investing, and life, you first lose a lot, then work hard on improving, and start win...
10/05/2025

Learning to lose to win.

In sports, investing, and life, you first lose a lot, then work hard on improving, and start winning.

The secret to winning is learning how to lose.

You need to learn to bounce back from mistakes, failures, and disappointments.

It is having the grit, determination to keep persisting, and dogged improvement that allows you to march steadily towards your potential.

Active vs Passive Thoughts.The world constantly tries to limit what we can achieve, but you have a choice in how you res...
06/05/2025

Active vs Passive Thoughts.

The world constantly tries to limit what we can achieve, but you have a choice in how you respond.

You can either passively absorb external limitations and make them your own or actively create new thoughts that shape your unique beliefs and potential.

Consider investing: 90% of professional investors fail to beat the stock market long-term. Most financial advice tells you to surrender, index, and accept average returns. It is a passive choice that works for many.

I have chosen differently. I believe I have what it takes to outperform the market over the long term. By internalizing this conviction and taking deliberate actions aligned with it, I want to keep turning this belief into reality.

Every moment presents a choice: saying yes, saying no, or not deciding. The difference between an ordinary and extraordinary life often comes down to this: Will you passively accept conventional wisdom or actively create your own path?

What limiting belief are you ready to replace with an active choice today?

Just go for it.When facing something new or uncomfortable, commit fully without hesitation.Overthinking paralyzes, and a...
03/05/2025

Just go for it.

When facing something new or uncomfortable, commit fully without hesitation.

Overthinking paralyzes, and action liberates.

Living decisively opens doors to unexpected adventures and insights.

The greatest rewards often come from the moments we choose courage over comfort.

Buy on dips.Not every stock that dips should be bought.It is crucial to differentiate cheap companies from those that de...
22/04/2025

Buy on dips.

Not every stock that dips should be bought.

It is crucial to differentiate cheap companies from those that deserve to be cheap.

The worst is when one buys a value trap when a company looks cheap and becomes even cheaper after you buy it as its business deteriorates.

Quality matters. If the company cannot recover or persist in growing to new heights, low prices could improve short-term returns, but they are unlikely to improve long-term ones.

Research is about seeing what everybody else has seen but noticing what others might have overlooked, those little nugge...
13/04/2025

Research is about seeing what everybody else has seen but noticing what others might have overlooked, those little nuggets and insights hiding in plain sight.

It is about patiently unpacking, understanding, and articulating these observations, allowing you to think of what nobody else has thought that you can use and apply.

Exercise and investing.Exercise can be uncomfortable, but it is good for your physical body and your mental mind.I exerc...
07/04/2025

Exercise and investing.

Exercise can be uncomfortable, but it is good for your physical body and your mental mind.

I exercise every day primarily because I know it’s good for me, though it is painful. Most importantly, I am comfortable with being uncomfortable.

The same is true for investing. There will be frequent declines. They will be painful when they happen, but they are necessary to regulate excess optimism and complacency.

Always seek to be comfortable about being uncomfortable, and when the uncomfortable comes, you will be comfortable.

Everyone has opinions. Specific predictions are almost always wrong in complex, dynamic, and fluid situations.Instead of...
06/04/2025

Everyone has opinions. Specific predictions are almost always wrong in complex, dynamic, and fluid situations.

Instead of gazing into a crystal ball and trying to be a fortune teller, think about a range of outcomes across time and focus on what you can control: your emotions, thoughts, and actions.

Resilience comes from adaptability, not perfect foresigh

When markets are rising, many seek high concentration and leverage and are happy to sell options.When markets crash, man...
04/04/2025

When markets are rising, many seek high concentration and leverage and are happy to sell options.

When markets crash, many who had chosen these previously are wiped out.

It is never about chasing the highest returns. It is about removing all unlimited downsides.

Markets do not learn. This usually keeps repeating with new participants who have yet to be burned.

Writing.Writing will remain valuable. One should still learn how to write. Writing forces logic and clarity upon one’s t...
31/03/2025

Writing.

Writing will remain valuable. One should still learn how to write.

Writing forces logic and clarity upon one’s thoughts, unlike anything else.

Increasingly, tools like LLMs are making writing cheaper and more plentiful. They complement rather than replace.

Readers will increasingly desire quality over quantity.

Focus on your original and independent thinking, unique voice, emotional authenticity, specialized experience, and expertise.

While writing mechanics have become increasingly automated, the thinking behind excellent writing remains distinctly human.

Address

Singapore

Website

Alerts

Be the first to know and let us send you an email when Vision Capital Fund posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category