Jason Chong

Manulife IM-Malaysia is an active manager which aims to achieve above-average returns through a range of regional and single country strategies. The firm’s investment committee members are responsible of (a) selecting appropriate strategies to achieve the proper performance of the funds in accordance with the fund management policies, (b) ensuring that the strategies selected are properly and efficiently implemented by the Manager, and (c) actively monitor, measure and evaluate the fund management performance of the Manager/Fund Manager.

Provides asset management services

Provides brokerage services

OSK-UOB is an active value-oriented investor. The firm manages portfolios invested in equity and fixed-income across regions sectors and market caps with a primary focus on the Malaysian and Asian markets. They use investment vehicles such as equity and fixed-income funds as well as balanced funds and fund of funds. The firm also manages Islamic Shariah compliant portfolios. OSK-UOB aims to exploit market inefficiencies through intensive research. They combine top-down asset allocation based on macroeconomic analyses and bottom-up stockpicking based on fundamental research. Once the asset allocation has been determined the firm selects stocks assessing fundamental quantitative and qualitative factors such as P.E., P.E. to growth, dividend growth, dividend yield, price-book value, quality of earnings (volatility, sustainability, visibility), balance sheets, competitive risks, profit margin, cash-flow analysis, quality of management, and corporate governance. As a fixed-income investor OSK-UOB also aims to identify value investments through fundamental analysis with a focus on interest rate and yield curve evolutions. They use market timing techniques and futures contracts to manage risk.