My guest is Hadiyanto Wibawa. Hadiyanto is the founder and managing partner of Arunika Capital. Arunika is modeled after the original Buffett Partnership with no management fee, a high water mark, and a performance allocation applied only to profits exceeding a 6% compounding hurdle. Hadi is personally invested alongside the limited partners. Hadi was born in Indonesia and educated in Singapore.
We discussed Powermatic Data Systems which is listed in Singapore. Recently the stock dropped on weaker operating results but with the potential for recovery. But more importantly, management has been in the process of releasing value via a property sale and a special dividend. It’s a super interesting case that’s worth checking out!
You can reach out to Hadiyanto at arunikacapital.com To access more episodes, the audio versions on Spotify, Apple Podcasts and video on YouTube go to: fatalpha.com/podcast
