Equity Management Division contributes to our clients and society by investing in beyond market growth assets with a mid- to long-term perspective. Especially, the department confidently presents remarkable outcome of medium and long-term investments.
Management fund
-
Domestic
Active -
Domestic Hybrid
Equity -
IPO
Fund -
Venture Company
Fund -
Style
Fund -
Overseas Passive
FOFs
Operating philosophy
Operating style
Based on the belief
in the growth of the
market economy
in the growth of the
market economy
- Trend Analysis
Discover changes through trend
analysis - Top-Down/Bottom up
Mainly uses the top-down approach
and
combine with the bottom-up approach - Value
Focus on the intrinsic value of the firm
Maximize
compound interest
compound interest
- Conviction
Conviction investment through research - Horizon
Long-term investment rather than
short-term perspective - Exit Strategy
Target price reach and investment
point damage,
once finding a better
investment opportunity
Social
responsibility
responsibility
- Risk Management
Consider returns and risks
Diversified investment and risk management - ESG
Recognizing our social responsibility
as
an institutional investor and complying
with
ESG-oriented principles
Operation process
-
01
Team Approach(70%)
+ Individual Creativity of Fund Manager(30%)- Maximizing profitable synergy through division and specialization
- Drawing decision-making through collective intelligence
- 02 Managing optimal portfolio with effective Asset Allocation and the role distribution of MP & AP
-
03
Deriving outstanding long-term results of investments based on systematic research
- Combining Top-Down and Bottom-UP, Maintaining steady Macro and Portfolio management
- Increasing management efficiency by utilizing Quant Screening and enhancement of market-driven industries and stocks
- Decision-Making by seeking Team Approach Strategy