About Us
Pheim Unit Trusts Berhad (PUTB or the Manager), started our operation in April 2001, as a Unit Trust Management Company approved by the Securities Commission Malaysia, and is a wholly-owned subsidiary company of Pheim Malaysia. PUTB was formed to cater to the needs of retail investors, and to provide a platform for them to tap into the asset management expertise of Pheim Malaysia and Pheim Islamic. To date, PUTB has launched eight retail products , five of which are Islamic or Shariah-compliant funds.
At Pheim, we are benefitting from the increased synergies that exceed among the Pheim affiliated entities, comprising of Pheim Asset Management Sdn Bhd, Pheim Asset Management (Asia) Pte Ltd, Pheim Unit Trusts Bhd, and Pheim Islamic Asset Management Sdn Bhd. These synergies that have been strengthening over time has worked and enhanced the Pheim franchise; broaden the product offerings available from the Pheim Group; and tapping into each other’s market reach.
Our clientele consist of high-net-worth individuals, a diverse group of corporate investors as well as retail investors. Pheim Malaysia has successfully established a long-term performance track record that extends to our Islamic funds. The Dana Makmur Pheim and Pheim Asia Ex-Japan Islamic Fund, launched in 2002 and 2006 respectively, have won numerous awards from rating agencies like Refinitiv Lipper, Morningstar and Asia Asset Management over the years.
Our Investment Philosophy of “Never Fully Invest at All Times”, innovated by our Founder/Executive Chairman/Chief Strategist, Dr. Tan Chong Koay (whom has been in the fund management industry for more than 45 years), has successfully weathered through major crises and navigate through the volatile Asian/ASEAN market, and substantially increased the wealth of clients in the long run.
Pheim Malaysia strongly believes that strategic asset allocation that takes advantage of major market trends, supported by good stock picks are key to superior out-performance without taking on unduly high risks. We adopt a predominantly value approach to investment. We seek out stocks that are cheap relative to their underlying value, in the expectation that their share prices will rise at some point to more accurately reflect their true worth.
Generally, we seek companies that have focused management, enjoy high margins and earnings growth, and low debt equity gearing, and whose shares trade at low price-earnings ratio and/or low price-to-book ratio. At times we may apply a combination of value and growth strategies, or putting greater focus on growth stocks to take advantage of market and business cycles.
As Asian markets tend to display greater cyclicality and price volatility, we believe that an active asset allocation strategy can add value to our investors. Thus, we do not believe in being fully invested at all times. Rather, we seek to trim our equity exposure near market peaks in order to preserve capital, and to be fully invested near market troughs.
