A. Stotz helps mid-size family businesses maximize the value of their business by getting on-time and accurate financial statements, professionalizing operations, and increasing profitability. Whether the goal is handing over the business to the next generation, raising capital, or exiting, the A. Stotz team maximizes the business's value and guides the whole journey.
The company provides asset allocation and equity strategies based on its proprietary FVMR framework. More than US$70 million of assets are currently invested in these strategies. The global asset allocation strategies are available in Thailand through FINNOMENA and InnovestX.
In addition, the company offers professional and executive education online through A. Stotz Academy and at leading institutions such as Sasin School of Management.
Dr. Stotz and Mr. Kongcharoenpanich have been a team for over two decades. With extensive experience at multinational equity research houses and investment banks like CLSA and Citi, in 2013, the two decided to break out of corporate life and set up their own business. Mr. Wetterling started working with Dr. Stotz and Mr. Kongcharoenpanich at Maybank Kim Eng Securities, joined the company in 2013, and later became a Founding Partner.
Co-Founder and CEO
Dr. Andrew Stotz, CFA, with over three decades of experience as a financial analyst, assessed the value of 1,000+ companies, earning him the distinction of being voted Thailand's #1 financial analyst twice. Over 30 years, Dr. Stotz co-founded and managed two successful businesses in Thailand, navigating the challenges of entrepreneurship. Dr. Stotz served two terms as president of CFA Society Thailand and taught at various universities for three decades. He has a Bachelor of Science in finance, an MBA from California State University, and a Ph.D. in finance from the University of Science and Technology of China.
Sornsak Kongcharoenpanich, with vast experience in accounting, finance, and IT, has a unique skill set to solve any accounting mess and create robust finance and accounting workflows. He has developed databases and quantitative research methods integral to the FVMR investment framework. Mr. Kongcharoenpanich is a former Senior Vice President at Maybank Kim Eng Securities. He holds two Master's degrees in Accountancy from Chulalongkorn University and Information Technology from King Mongkut University of Technology.
Alexander Wetterling, CIPM, with 10+ years of experience as an investment professional, takes a particular interest in investor behavior, risk management, and decision-making. He puts numbers into context and theses to create actionable advice and frameworks. Mr. Wetterling holds a Master of Science in Financial Economics from the School of Business, Economics and Law at the University of Gothenburg.
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