Investor Dialogue: Chan Kum Kong

DBS Asset Management's senior vice-president Chan Kum Kong talks to FinanceAsia about opportunities in Asia and exposure to China's railway industry.

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,...

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