95% Institutions & Government Agencies as at Mar 10
Unique & Proven Investment Philosophy and Process
Pheim Asset Management Founder Dr. Tan, Chong-Koay TEXT Pheim Unit Trusts Bhd, Malaysia (2002) Pheim Asset Mgt (Asia) Pte Ltd Singapore (1995) Pheim Asset Mgt Sdn Bhd, Malaysia (1994)
Shareholding Pheim Asset Management Sdn Bhd - Malaysia Pheim Asset Management (Asia) Pte Ltd - Singapore 5.0% Aizawa Securities Co., Ltd 20.0% Multi Purpose Capital Holdings Bhd 45.0% Dr. Tan Chong Koay 15.0% Azmi Bin Malek Merican 15.0% Omar Bin Malek Ali Merican 5.0% Aizawa Securities Co., Ltd 66.5% Dr. Tan Chong Koay 28.5% Omar Bin Malek Ali Merican
Investment Advisor License “ MAS [Monetary Authority of Singapore] announced yesterday that it has approved the applications for IA licenses by PrimePartners Asia Capital and Pheim Asset Management (Asia) , making them the first boutique fund managers to be accorded IA status” MAS License for 2 Boutique Funds The Straits Times, Sep 10, 1999
Full Investment Advisor License “ Singapore’s Pheim Asset Management (Asia) Pte Ltd has become the first boutique fund manager to receive approval from the central bank to upgrade its license to full investment adviser status.” Reuters, April 9, 2002 Singapore boutique fund gets nod for license upgrade
Pheim Asset Management (Asia) Pte Ltd DR. TAN, CHONG-KOAY CHIEF EXECUTIVE MR. TENG, CHEONG-KWEE DIRECTOR INVESTMENT MR. LIM, ANDREW CFA, MBA, B.Eng (Hons) - SR FUND MANAGER MS. TEO, JUSTINE CFA B.Sc (Hons) –SR FUND MANAGER MR. LIM, THIAM-KON CFA B.Bus (Hons) – SR FUND MANAGER MR. YEOH, CHIH-HONG B Eng (Hons) – SR INVESTMENT EXECUTIVE MR. SEE, KUAN-MIN B Comp (Hons) – INVESTMENT EXECUTIVE
MS. THAM, JASMINE, B.A. (Hons)
SENIOR OPERATIONS EXECUTIVE
MS. CHUA, CYNTHIA
Dip Banking and Finance
COMPLIANCE MR. HONG, KIN-HOONG, B.A (Hons) - COMPLIANCE OFFICER MARKETING * MS. YAP, CHRISTINA B.Sc. - Operations Manager / Business Devlopment ACCOUNTS Mr. CHOO, IVAN, CPA - ACCOUNTANT BOARD OF DIRECTORS MR. CHAN, CHOONG-THO, CFA CHIEF INVESTMENT OFFICER
Value Investor and Not Fully Invested at All Times
A predominantly VALUE INVESTOR
“ Due to the volatility of Asian markets, we do not believe in being fully invested at all times. Rather, we seek to trim our equity exposure when we believe that the market is near its peak in order to preserve capital. Conversely, we seek to increase equity exposure when we believe that the market is near its bottom.”
Research Process 1 2 3 TEXT Periodic Country and Company Visits Evaluate Business Model & Industry Economics Through 4 5 6 Due diligence checks with company’s competitors and customers Keep abreast with business and industry trends Upkeep of database On Site Business Evaluation Management Interview and assessment
In Search of Alpha Text Market Info Providers: Bloomberg Brokers’ Research Sectoral Theme/ Extreme Events In House Research Universe of Discounted / Undiscovered Stock 3 rd Party Sources: periodicals Our Contacts Banks, Clients, Competitors
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