Corporate Investment > Investment
Services > Managed Accounts > Gems
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 take
an investment view of our investments and 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
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