Anish Matthew

SGAMS is a GARP-oriented, active investment manager that follows a team approach to investment and decision making. The firm performs fundamental research and pools resources and insight from their market specialists. Their fund managers are local market specialists that assess social, political and economic developments at macro- and microeconomic levels. The firm believes that superior returns in the Asia Pacific ex-Japan markets are captured over the long-term through investing in quality companies with high growth potential and seeks to capture the long-term secular growth trend in Asia Pacific ex-Japan, while placing less emphasis on short-term market cycles. SGAMS constructs portfolios using bottom-up and top-down approaches. They use a bottom-up process to select securities in each Asia Pacific ex-Japan country. The investment team performs research to identify quality companies with strong fundamentals, good growth prospects and reasonable valuations and then uses top-down macroeconomic and market analyses to derive the optimal country allocations. Their investment process is backed by a company visit program and supplemented by quantitative stock screening models based on in-house databases