Professional Documents
Culture Documents
EDUCATION
1998- 2002
1983 1986
1979 1980
G.C.E. A levels
Nanyang Junior College
1975 1978
G.C.E. O levels
Anglo-Chinese School
1969 1974
P.S.L.E
Anglo-Chinese Primary School
WORKING EXPERIENCE
Jan 2012 Current
Co-managed the ASIA BAGUS FUND with an AUM of US$20m of Hong Kong, H-share and Singapore equities
respectively. Participated in Asset Allocation for the Fund. Wrote reports on the strategies decided upon,
prepared slides for, and presented the strategies to the firms Investment Committee, corporate and high net
worth clients.
Constructed and managed portfolios of North Asia and Singapore equities, which out-performed the
designated benchmarks. My SJAM HK portfolio achieved a 22.94% return since inception as compared to the
Hang Seng Indexs 16.51% increase in the corresponding period. Even in my worst year in 2010, though the
SJAM HK portfolio registered a 1.6% loss, it still outperformed the Hang Seng Indexs 3% loss.
Analyzed initial public offerings qualitatively, using comparables and through constructing financial models,
such that corporate and high net worth clients achieved positive returns in the designated time interval.
Provided comprehensive weekly updates to the Research Department, corporate and high net worth clients on
movements in major equity indices, currency rates and financial markets around the world. Analyzed and
provided insights on financial news and currency trends in China/Hong Kong and Singapore on a weekly basis.
Involved in Investor Relations which included preparing announcements, translations, arranging for
meetings and plant visits for Singapore listed S-chips.
Performed portfolio oversight, economic research and analysis, fund manager research and selection,
trading of equities, fixed income, ETFs and investment trusts and reporting to clients at quarterly meetings.
Managed the in-house S$80m investment portfolio of Hong Kong and Singapore equities.
Assessed financial risks involved in construction performance bonds/insurance policies for construction
projects.
Successfully hedged USD-denominated bonds using EURO-denominated bonds, to effectively preserve the
value of bonds in the portfolio.
Research analysis on Malaysia and Singapore equities. Sectors covered are information technology,
Malaysian plantations and property companies.
LANGUAGE PROFICIENCY