LongCrest was founded to practice value investing the way it was meant to be — patient, disciplined, and grounded in principle.
My journey of investing began in 2006, when I had the privilege of meeting Mr. Warren Buffett in person. Like many others, I was struck by the simplicity and timelessness of his investment philosophy, and that encounter set me on the path I continue today. A key turning point came soon after, when I joined the investment team of Mr. John Varao, the star portfolio manager from Royal Bank of Canada. Under his guidance, I built a foundation in fundamental, quantitative, and technical analysis. More importantly, I came to believe that investing is not about trading securities, but about partnering with enduring businesses that can create lasting value.
Intrigued, I immersed myself in the writings or sharing of Graham, Bogle, Schloss, Fisher, Templeton, Lynch, Munger, Marks, and others. Their approaches differed, but the common threads of discipline, patience, and independent thinking helped me shape my own framework and philosophy of value investing — one that still guides me today.
Over the past 18 years, I have worked across North America and Asia, managing and advising on portfolios ranging from multi-billion–dollar funds to private client accounts. These experiences reinforced what the great investors have long emphasized: value investing doesn’t demand brilliance — it demands the right temperament. It means resisting tempting returns when capital is at risk, being willing to sit still for months or years until the right opportunity appears, and acting decisively when conviction is finally built. Value investing is not for everyone — but for those who fit, building wealth slowly and steadily is both real and deeply rewarding.
At LongCrest, we see value investing not only as a proven discipline but as a legacy worth preserving. Our mission goes beyond managing capital — we are equally committed to guiding the next generation of investors, helping them cultivate the clarity, patience, and conviction to succeed for the long run.
For those who embrace it, value investing is not complicated. Practiced the way it was meant to be, it is mainly common sense.