StarSeed Growth Value Fund

StarSeed Growth Value Fund is a Singapore-based, long-term oriented investment fund pursuing superior compounding through a concentrated barbell strategy across U.S. growth equities and Korean value opportunities. The Fund focuses on a limited number of high-conviction investments where structural growth, valuation asymmetry or identifiable catalysts can create exceptional long-term returns.

Approximately half of the strategy is invested in U.S. Secular Winners — innovative, market-leading companies with large addressable markets, durable competitive advantages and the ability to compound intrinsic value over many years. The Fund emphasises structural growth themes such as technology, artificial intelligence, healthcare, consumer and financial services, and is willing to tolerate short-term volatility where long-term fundamentals remain intact.

The other half focuses on deeply undervalued Korean companies where improvements in corporate governance, capital allocation and shareholder returns can unlock substantial hidden value. Governance is a core part of the Fund’s fundamental analysis. Where appropriate, the Fund engages constructively with companies and may pursue shareholder activism to promote better capital allocation, stronger shareholder returns and governance reform.

Both strategies are built on the same principle: invest with high conviction when the gap between intrinsic value and market expectations is unusually large. In the United States, that gap often reflects underestimated long-term growth; in Korea, it can arise from undervaluation and governance inefficiencies. By combining these complementary sources of alpha, StarSeed seeks asymmetric returns and superior long-term compounding.

Since its inception in January 2022, the Fund has decisively outperformed the broader market.