Kathy Ng

Functions as a College/University

TAAM-Singapore is an active, contrarian manager which aims to achieve long-term capital growth through all market cycles by investing in mid- to large-cap companies in the Asia Pacific Region. They typically avoid small-cap investments because they prefer liquid stocks. The firm is an Asian equities specialist which primarily constructs concentrated portfolios, employing a bottom-up approach (including extensive use of technology) to screen and select stock. They weigh stocks by their views on stocks, not benchmarks. TAAM-Singapore's typical portfolio holds between 40 and 60 stocks, and their holding period is generally greater than 12 months.

Amova SG offers both active and passive investment capabilities across equity, fixed income and alternative asset classes, with key strengths in multiple pan-Asian asset strategies. This includes (but is not limited to) passive strategies (ETFs), active strategies in Asian equities and fixed income, and multi-assets. The firm believes the best way of managing regional portfolios is to rely on the expertise of local professionals based in the appropriate investment region. Their general approach focuses on fundamental bottom-up analysis, although it will vary depending on specific requirements of the investment strategy pursued and is tailored accordingly.