Beyond the Balance Sheet: A Lunch with SERT’s CEO and the 3 Pillars of Modern Capital Allocation

 

Elena Eric Simon

SERT Investment relations Noelle and other practitioners

Just had a fascinating lunch with Simon Garing, CEO of Stoneweg SERT.

We went deep on the 3 questions every REIT investor should be asking right now:
💰 The use of capital in a volatile world.
🚀 Sourcing growth in the data center economy.
🛡️ The role of a rigorous risk model & ESG as a core risk management tool.

The answers reveal a blueprint for disciplined capital allocation. I break down the key insights and what it means for the "Management Moat" in my latest Conviction Compass article.

Read it here: https://bit.ly/ericshareEP36_SERT

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👉 Connect at ohlh@phillip.com.sg

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***This is not financial advice or recommendation but for general sharing of my personal takeaways.

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