Investor Dialogue: Chan Kum Kong

What is your investment philosophy and process
We believe consistent earnings growth drives long-term investment returns. We deliver superior investment performance through a combination of top-down macro strategies and bottom-up stock selection, balanced by a disciplined risk management approach. Our team-based approach towards investment decisions allows managers the freedom to pursue their own style of investment and yet ensures a healthy discussion underpinned by in-depth research.

From a process standpoint, our macro analysis adds value to portfolio performance from a country and sector allocation perspective. We believe that a careful analysis of the macroeconomic conditions in Asia is important to growth and inflation expectations, driving earnings, prices,...