Managed Portfolios
While we tailor investment solutions to match each client's unique objectives and portfolio parameters, client risk profiles typically align with the following categories. In such cases, investments will replicate model portfolios.
Our Managed Portfolios are designed to generate returns and/or income that align with investor parameters, driven by thorough fundamental research and investment decisions. Our specialization lies in Asian equities. For our managed portfolios, our approach combines top-down and bottom-up strategies to maximize returns.
Income Portfolio
Income Portfolio
Our Income Portfolio is crafted to offer clients a consistent income stream coupled with the potential for long-term capital growth. This portfolio comprises equities from well-established, successful businesses. We select companies based on their impressive track record, strong financial standing, and dominant position in their respective markets.
Growth Portfolio
Growth Portfolio
Our Growth Portfolio is designed to deliver clients substantial capital appreciation. We achieve this by investing in equities of high-quality businesses with strong earnings growth potential, a solid financial position, and operations within promising growth industries.
Malaysia Portfolio
Malaysia Portfolio
Our focus is on delivering superior returns by targeting the Malaysian market. We invest in businesses with promising growth prospects and robust competitive advantages, always seeking growth at a reasonable price.
M-Focus Portfolio
M-Focus Portfolio
We primarily concentrate on the Malaysian market while incorporating regional market exposure for diversification. Our goal is to achieve superior returns by investing in businesses with promising growth prospects and strong competitive advantages.
Ethical Portfolio
Ethical Portfolio
Our aim is to attain medium to long-term capital growth by investing in securities that adhere to Syariah Principles while exhibiting high or improving ESG (Environmental, Social, and Governance) characteristics. For our Malaysian investments, we strictly adhere to the list of approved securities by the Syariah Advisory Council of the Securities Commission.
This investment strategy involves no exposure to the following sectors: gaming, tobacco, alcoholic beverages, swine product production and supply, conventional banking, and insurance businesses.