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Managed Accounts

Phillip GEMS

Phillip GEMS Managed Accounts are research-based discretionary fund management services which are focused on seeking out gems from established equity and bond markets for our clients. Through a disciplined risk management approach, our objective is to achieve consistent, positive returns for our clients over a medium to long-term investment horizon. Our services cater to clients' specific needs and restrictions.

Investment Philosophy
We provide our valued clients with professional investment management to achieve our shared objectives of achieving consistent good investment returns for our clients. We manage our clients' portfolios prudently with appropriate risk management in achieving our investment objectives. We focus on companies which have good business models, good and proven management, strong financials and attractive valuations. We invest for the medium to long-term.

Investment Approach
We take an active investment approach and are mindful of the need to manage investment risks in managing our clients' portfolios. We focus on company fundamentals and through research-based investing, attempt to seek out gems for our clients' portfolios. Both fundamental and technical analyses are employed in timely implementation of our investment decisions.

The following highlights our investment approach:

• Active management
• Risk management according to client risk profile
• Focus on fundamentally sound companies
• Understanding of industry and corporate developments
• Seeking out opportunities arising from situations such as structural and cyclical changes in the economy and industry
• Seeking out undervalued investments
• Effective use of fundamental and technical analyses
• Effective implementation of investment decisions

Investment Process
Through research-based investing, Phillip GEMS seeks to find undervalued investments for capital appreciation and dividend income. Risks are managed through regular reviews of the client's portfolio.

We combine top-down asset allocation decisions with bottom-up stock selections in our investment process. We ensure sufficient diversification across markets, sectors and individual securities as part of our risk management process in managing clients' portfolios.

The following highlights our investment process:

• Tactical asset allocation
• Quantitative screening of securities
• Short-listing of securities
• Research and valuation of short-listed securities
• Selection of securities which fit client risk profile
• Control on stock, sector and country exposure
• Close monitoring and regular review of securities
• Regular monitoring of country and sector exposure