Expert's portfolio management approach
An effective portfolio management approach is crucial for investors to minimize financial risks and achieve optimal profits. Therefore, portfolio management service is the choice of many investors.
Our experts use a portfolio management approach that assesses the growth prospects of investment assets such as stocks and bonds in different industry sectors with information and regular investment reports. We evaluate these asset classes' attractiveness and growth potential based on the following factors: Fundamentals, Valuation, and Momentum.
The “Fundamentals” of assets are assessed by our experts using a top-down and bottom-up approach. The top-down approach assesses the macroeconomic factors of the economy such as growth rate, inflation, and monetary policy. Meanwhile, the bottom-up approach analyzes growth indicators of assets’ income such as P/E ratio, profit margin, solvency, ROE, and ROA. These indicators help investors to assess the corporate's financial health, profitability, and governance ability. Fundamentals analysis also provides insights into the company's development prospects: competitive advantage, products, value chain, market share, human resources, etc.
"Valuation" is the determination of an asset’s intrinsic value at a given time to determine its growth potential and make investment decisions. We select investments with the most attractive valuations and growth potential for our client's portfolios.
"Momentum" indicators reflect the market's trend through the information of cash flow, price fluctuation over time, market catalysts, and other factors that may affect the growth prospects of the overall market as well as specific asset classes.
