- Philosophy
-
Long Term Stable return
- High risk for high return doesn’t comply with clients’ needs.
- Clients’ confidence acquirement as a prudent manager by long term stable return.
- Management
Style -
Growth & Value
- Growth style stocks lead Korean stock market where the growth style company highly contribute to Korean economy.
And as value investment trend extends, the value style stock weight increase. - Therefore, balanced allocation required in mixed situation with growth and value stock. The VI is trying to discover the undervalued stock in early stage by continuous field survey and company analysis.
- Growth style stocks lead Korean stock market where the growth style company highly contribute to Korean economy.
- Management
System -
Sector Manager System based on Bottom-UP approach
- Synergy Maximization : Concentration of capability by sharing each member’s strong point.
- Responsible fund management : Result of research reflect on the management directly.
Research - Driven
- Sector allocation by managers (principal / assistant)
- Field Survey by visiting company more than 4times a week → Report → investment decision making
- Over 2 times seminar a week
Fundamental - Oriented
- The enterprise value is the most important factor in investment decision
- Portfolio set-up : Valuation and stock selection based on mid to long term forecast of industry trend and estimation of each company’s operating result
Set-up balanced portfolio with growth and value style based on sector analysis in charge
Actively react to equity market tends
Investment decision making procedure flow chart
![Investment decision making procedure flow chart](/asset/resource_en/images/content/img_process_bond_1.png)
Advantage of team based approach
![Advantage of team based approach](/asset/resource_en/images/content/img_process_bond_2.png)
Task procedure flow chart
- Portfolio Concept
- Macroeconomy outlook
- Understanding of domestic investors’ needs
- Discussion of fund characteristics
- Confirmation of fund type & style
- Selection
- Portfolio Design
- Asset Allocation Strategies
- Model Portfolio
- Fund selection
- Portfolio Setup
- Correlation analysis of portfolio Back Testing
- Setting optimal asset allocation
- Portfolio setup
- Implementation of effective exchange risk hedge strategy
- Strategic management considering market trends
- Monitoring
&
Rebalancing - Real time monitoring of portfolio
- Regular analysis & performance evaluation
- Check portfolio management strategy in case of various event