As part of Pheim’s rigorous investment process, the Investment Committee consisting of Fund Managers, Investment Analysts as well as the CEO and Chief Strategist, would meet on a weekly basis to discuss any buy/sell recommendations for the portfolio. Each Fund Manager or Investment Analyst would attend 3-4 company visits/briefings each week and present their findings to the Investment Committee where the decision to buy/sell or hold will be determined collectively by each member of the Investment Committee.
Our stock recommendations are based on extensive in-house research done by the individual Fund Manager/Investment Analyst where stock ideas are raised at every Investment Committee Meeting (“ICM”) before a collective decision or consensus is made. The ground work is very much done by the Fund Managers/Investment Analysts and the onus is on them to present their case before the Investment Committee before stock ideas are approved. We adopt a team-based approach, guided by our Investment Philosophy and Investment Criteria that has stood the test of time.
Dr. Tan Chong Koay (Founder/Chief Strategist & Executive Chairman)
• More than 47 years of investment experience
• Founder of Pheim Malaysia and Pheim Singapore in 1994 and 1995 respectively
• Oversees all investments and AUM growth strategy
• Asset allocation
Mr. Lee Chung Cheng, CEO & Head of Investment (Pheim Malaysia)
• 22 years of experience in the capital market and financial institutions.
• Vast experience in advising and leading teams of investment analysts and fund managers.
• MSc. Finance (2001) & B.BA Economics (2000)
• Country Coverage: ASEAN / Asia Ex-Japan
Mr. Lee Ta Wei, Deputy Chief Investment Officer (Pheim Malaysia)
- More than 10 years of experience in the capital markets and fund management industry.
- 2021 to 2024 – portfolio manager at Manulife, managing unit trusts and insurance investment linked investment funds
- 2015 to 2021 worked at Pheim Asset Management as an investment analyst and fund manager experience in equity research and managing funds, ranging from EPF account, unit trusts and private mandates
- CFA, Bachelor Degree of Engineering (Mechanical – Material)
- Sector Coverage: technology, oil and gas, plantation and utilities
- Country Coverage: Hong Kong, China, North Asia, and ASEAN.
Mr. Khoo Zing Sheng, Fund Manager (Pheim Malaysia)
- Fund manager with a Capital Markets Services Representative’s License in fund management for over 5.5 years of extensive experience to the role.
- Provide insights into the property and REIT sectors, financial institutions, plantation, and various other sectors.
- Professional journey began as an external auditor at Ernst & Young, and he is currently a Chartered Accountant with ACCA.
- His diverse background equips him with a comprehensive perspective on investment strategies and market dynamics.
Ms. Nurul Farhana Numan Investment Analyst (Pheim Malaysia)
- BBA (Hons.) Investment Management
- Country Coverage: Malaysia and Thailand
- Sector Coverage: Consumer, Healthcare and Transportation
En. Ahmad Subri Abdullah, CEO (Pheim Islamic)
• More than 40 years of experience in the insurance, reinsurance and financial services industry having served in various capacity in England, Singapore and Malaysia.
• Formulate and execute corporate strategies and business plans
• Chartered Insurer, Fellow of the Chartered Insurance Institute, UK and Fellow of the Malaysian Insurance Institute
En. Khirwan Mus Bin Wahap, Fund Manager (Pheim Islamic)
• More than 20 years of industry experience
• B.Sc (Hons) Travel Industry Management
• Compile analysts purchase & sale decisions and execute them in a timely manner.
• Provide stock analysis and recommendation to fund manager