Who are we?

Investment Management

SP Investment Management Sdn Bhd (SPIM) is a licensed fund manager regulated by Securities Malaysia under the Capital Markets and Services Act 2007.

SP Invest manages investment portfolios covering a wide range of asset classes to meet the needs of investors. Specializing in managing absolute return funds, we have made it our core focus to deliver outstanding positive returns to our investors regardless of market movements. We hold firm to our belief that with independent research centered on our ‘catalytically driven’ investment philosophy combined with a risk-based approach in managing our portfolios, we are able to provide an edge to our investor’s investments.

As an independent, owner operated asset management firm, we have the flexibility and control over our company culture as to fully align our interests with our investors.

As such, we have enacted a corporate structure to ensure that we rely solely on the out-performance of our investors and that we are and always will be as invested as our investors.

Having an edge over your opponents can make a world of a difference between being a winner or a loser, which makes it even more essential in beating an opponent like Mr. Market. With a combined experience of over 40 years in the fund management industry, we at SPIM believe that we are able to provide an edge to our investors. This edge revolves around our company culture and more importantly, our investment philosophy. SPIM employs an investment approach comprising of 3 key components:

TIME TESTED VALUE INVESTING

Value investing, as first discovered by Benjamin Graham, has seen its success proven time and again throughout the history of the financial world. At SPIM, we embrace the value approach in our investment selection methodology. Rigorous analysis and on-the-ground research is undertaken to uncover the underlying intrinsic value in all our investments. However, investing into an undervalued business brings a risk of what is coined as a ‘value trap’ where undervalued investments takes a long time to be realized, which brings us to our second key constituent.

RISK-BASED APPROACH

No success can be achieved without taking measured risk. By forming a base value through fundamental research and recognizing the potential upside with the identification of catalysts, investments are then made based on the established risk-reward ratio. Each investment is optimally weighted based on our risk appetite for our portfolio as a whole, with capital preservation being the main objective. This methodology gives us a clear view of the risk profile of our portfolio as a whole and essentially caps the risk that we are taking at any given point of time. At SPIM, we believe that if we cannot manage risk, we should not be managing any money. Even though our investment philosophy may sound abstract, we believe that diligent implementation with thorough analysis and stringent monitoring provides us the edge to achieve consistent performance for our investors.

CATALYTICALLY DRIVEN PHILOSOPHY

SPIM recognize that timeframe is a sensitive issue to investors as it is fair for all investors to expect performance in the medium term. As such, the other essential part of our investment philosophy is identifying catalytic developments in the near term that will be able to drive businesses that we invest in to new heights, be it economically driven, policy driven, or company specific driven. Frequent company visits, meeting with top management and constant meetings with brokers are undertaken to discover the plausibility and feasibility of these developments. Various valuation methods are then applied to find the effects and impact of the developments to the business.

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Our Services

Company Culture

Low Fee cost

The first step of investing is to know your cost, as each cent spent in costs is a cent less in earnings. We operate in a low fee structure to give the best of benefits to our clients. We do not charge upfront fees and management fees charged are only for us to run the operations of our business. With a low cost structure, this means that clients will already be ahead through cost savings by investing with us.

Alignment of interests

Our funds are created with a performance-based fee structure, whereby performance fees will only be charged if we pass a hurdle rate which increases cumulatively every year. The significance of compounding increment of hurdle rates should not be understated as this ensures that our performance target increases cumulatively every year even if it outperformed significantly the year before. This structure provides us with the motivation to consistently perform for our clients, as each gain made by our clients is in essence a gain for us as well.

Full accountability

At SPIM, we work on a partnership basis. Each staff is taken in through meticulous review to come in as a partner to the business. This means that our staff has full accountability for every decision that they make, because as a partner, all decision eventually flows down to them as well. This provides a seamless connection of interests from client to business to staff and further complements our promise of full interest alignment between our clients and us.

Client Centric Business

Being a business in the servicing industry, we take pride in the service we extend to our clients. Utmost importance is given to servicing our clients as they are the lifeblood of our business. We do not believe in the ‘too small for our effort’ mantra that is becoming more apparent these days with big corporations as all of our clients are important to us. As such, we’ve made an effort to always be accessible to our investors as their satisfaction is key to our success.

Investment Products

At SPIM, we offer a wide spectrum of investment products to meet your investment needs. No matter what your investment goal is, we can work with you to develop the best portfolio for you. Products we offer:

  1. Wholesale funds; and
  2. Customized 3rd Party Mandates (C3PM)

1.Wholesale Funds

    Our wholesale funds cover a wide range of asset classes. These funds are suitable for investors who want their money managed professionally by experienced investment managers.

    a) SP Money Management Fund [ SPMMF | Download Brochure ]

    Investment Objective
    The Fund is a low risk wholesale fund that aims to provide investors with regular income and capital preservation.
    Risk Reward Profile
    Investors with low risk appetite looking for return similar to fixed deposit rates.
    Performance Benchmark
    Maybank Berhad 1 - Month Fixed Deposit Rate
    Investment Strategy & Asset Allocation
    Diversified portfolio of liquid, good quality, short term fixed income and money market instruments.

    Fund Manager will maintain sufficient level of cash or cash equivalent for liquidity purpose.
    Potential Benefits
    ● No lock in period and no exit fee.
    ● Regular income distribution.
    ● Monies will be credited to investors' account within 1 working day.
    ● High percentage of investments in short term maturity instruments to accommodate fund flows.
    Disclaimer:- Investors are advised to read and understand the contents of the Information Memorandum for the SP Money Management Fund* dated 25 November 2011 and First Supplementary Information Memorandum of SP Money Management Fund dated 26 January 2012 (collectively known as the “Information Memorandum”), before investing. The Information Memorandum has been deposited with the Securities Commission Malaysia. A copy of the Information Memorandum can be obtained from our office
    * Please note that wholesale fund is for Qualified Investors only

    b) SP Tactical Investment Fund [ SPTIF | Download Brochure ]

    Investment Objective
    The fund seeks to provide investors with investment returns through active portfolio management based on fundamental and technical analysis. The Fund is managed with an absolute return objective and medium term capital appreciation. At the same time the Fund will strive for capital preservation under adverse market condition.
    Risk Reward Profile
    Investors with medium risk appetite looking for positive absolute return over a medium term horizon.
    Performance Benchmark
    Hurdle Rate
    Investment Strategy & Asset Allocation
    Flexibility to switch between a diversified portfolio of securities and a more concentrated portfolio with single asset class. The tactical investment decision will be set by the Managers after reviewing the macro and micro considerations of the investment universe.
    Potential Benefits
    ● No upfront fee
    ● Target consistent annual positive return
    ● Diversified investment to reduce systematic risks
    ● Stringent portfolio risk management
    Disclaimer:- Investors are advised to read and understand the contents of the Information Memorandum for the SP Tactical Investment Fund* dated 30 August 2012, before investing. The Information Memorandum has been deposited with the Securities Commission Malaysia. A copy of the Information Memorandum can be obtained from our office.
    * Please note that wholesale fund is for Qualified Investors only.

2.customized 3rd party mandates (c3PM)

    C3PM are customized investment portfolios that are tailored to meet each investor’s needs and financial interests. C3PM provide you an alternative to the conventional investment products that are widely available in the market. We have an experienced and dedicated team focused on understanding your investment preference and designing a suitable investment solution to meet your investment needs.

Meet the Talents

Meet the Team

Ngan Teng Chee

Ngan Teng Chee

Executive Director
Ngan Teng Chee is the Executive Director of SP Investment Management (SPIM). He has more than 10 years of investment experience in local and regional markets. Teng Chee manages the overall business direction and strategy of SPIM. With his hands on approach, he is actively involved in investment, product development and marketing. Teng Chee’s investment philosophy focuses on absolute returns and strong risk management policies to ensure growth and sustainability.

Prior to SPIM, Teng Chee was Head of Equity at HLG Asset Management Sdn Bhd (HLGAM) where he managed institutional and unit trust funds and was primarily responsible for building up HLGAM’s in-house research capabilities. Teng Chee began his career as a corporate finance executive in OSK Securities Bhd in 1999.

Teng Chee graduated with a Master of Science in Mathematical Trading and Finance from City University Business School, UK and a Bachelor of Engineering in Electronic and Electrical Engineering from King’s College London, UK. He is also a Chartered Financial Analyst (CFA) charterholder.

Tsen Kar Fu

Tsen Kar Fu

Senior Investment Manager
Kar Fu is the Senior Investment Manager and has more than 10 years of investment experience. He is the Designated Investment Manager for SP Money Management Fund.

Prior to joining SP Investment Management, Kar Fu was a fund manager at HLG Asset Management Sdn Bhd and was attached to the fixed income team. He was responsible for managing unit trust funds and was involved in fixed income research. Kar Fu began his career as a financial futures trader in London where he spent more than 3 years trading the European interest rate market.

He graduated with a Master of Science in Finance from Imperial College London, UK and a Bachelor of Engineering in Civil Engineering from University College London, UK.

Yap Rueh Yinn

Yap Rueh Yinn

Investment Manager
Rueh Yinn joined SP Investment Management (SPIM) in April 2011 as an Investment Manager and has more than 7 years of investment experience. He is the Designated Investment Manager for SP Tactical Investment Fund.

Prior to joining SPIM, Rueh Yinn was an assistant fund manager at Hong Leong Asset Management Sdn Bhd. He was co-managing sectorial funds and was part of the equity research team covering construction, telecommunication, technology and gaming sector. He was also covering regional research for countries including Taiwan and Korea. Rueh Yinn began his career as a consulting engineer focusing on electrical design and solution at Perunding Eagles Consulting Engineers Sdn Bhd.

Rueh Yinn graduated with a Bachelor of Arts in Economics Quantitative from Indiana University, USA and a Bachelor of Science in Electrical Engineering from Purdue University, USA.

Ivan Chee Ho Ping

Ivan Chee Ho Ping

Assistant Investment Manager
Ivan Chee joined SP Investment Management (SPIM) in July 2013 as an Assistant Investment Manager responsible for investment research.

Prior to joining SPIM, Ivan Chee was an assistant manager at Hong Leong Asset Management Sdn Bhd. His job roles in HLAM includes managing money market funds, fixed income security analysis and fixed income portfolio management. Ivan Chee began his career as a Quantitative Analyst in HLAM, performing quantitative analysis on fund’s risk and return profiles as well as creating models to assist fund managers in portfolio factor analysis.

Ivan Chee graduated with a Bachelor of Science in Actuarial Science from Curtin University of Technology, Perth, Australia.

Herni Azlina Binti Hashim

Herni Azlina Binti Hashim

Head of Operation and Account
Herni joined SP Investment Management (SPIM) in April 2011 as Head of Operation and Account. She has more than 10 years of experience working in asset management and stockbroking companies. She is responsible for the overall function relating to operations and finance of the company.

Prior to joining SPIM, Herni was the head of operation in Hong Leong Asset Management Sdn Bhd (HLAM). She was overseeing the daily operational and finance functions of HLAM covering trade support and portfolio valuation as well as financial reporting. Herni began her career as a settlement executive in HLG Securities Sdn Bhd.

Herni graduated with a Bachelor of Business Administration from Lewis University, USA and a Diploma in Statistics from Mara Institute of Technology.

Linda Ng

Linda Ng

Head of Administration
Linda joined SP Investment Management (SPIM) in April 2011 as Head of Administration. She has more than 15 years of experience working in asset management companies and research house. She is responsible for the day-to-day running of the company including office administration, human resources and client servicing.

Prior to joining SPIM, Linda was attached to Hong Leong Asset Management Sdn Bhd and was responsible for handling office administration and assisting the chief executive officer. She was also previously attached to RHB Asset Management Sdn Bhd and RHB Research Institute Sdn Bhd. Linda started her career as a secretary to the general manager in Golden Hope Plantations Bhd. Linda holds a Diploma in Secretary and Public Relations.

Siti Nurizan Binti Md Pilus

Siti Nurizan Binti Md Pilus

Compliance Manager
Nurizan is the Compliance Manager and has more than 5 years of experience in compliance and risk monitoring. She is responsible for the legal and compliance functions of the company.

Prior to joining SP Investment Management, Nurizan was attached to CIMB Investment Bank Bhd and was responsible for capital market risk monitoring functions. She was also previously attached to HLG Unit Trust Bhd and was responsible for compliance functions of the company.

Nurizan graduated with a Bachelor of Business Administration (Hons) in Finance and a Diploma in Business Studies from Universiti Technology MARA.

Nor Asmawati Binti Ahmad Bakri

Nor Asmawati Binti Ahmad Bakri

Accountant
Asmawati joined SP Investment Management (SPIM) in Jan 2012 as an Accountant. She has more than 12 years of experience in the audit and accounting field and is responsible for the finance and accounting functions of the company.

Prior to joining SPIM, Asmawati was attached to MK Land Holdings Bhd and was responsible for the accounting matters of the company. She was also previously attached to HLG Unit Trust Bhd.

Asmawati graduated with a Bachelor in Accountancy (Hons) from University Utara Malaysia and a Diploma in Accountancy from Polytechnic Kuching Sarawak. She is a Chartered Accountant certified by Malaysian Institute of Accountants.

Disclaimer

This website contains forward-looking statements concerning the performance of our funds, investment products and investment strategies. All statements other than statements of historical facts are, or may be deemed to be, forward-looking statements. Forward-looking statements are statements of future expectations based on management’s assumptions and assessments in light of past experience and trends, current economic and industry conditions, expected future developments and other relevant factors. They are not guarantees of future performance, and involve known and unknown risks and uncertainties that could cause actual results and developments to differ from those envisaged by our forward-looking statements. We do not undertake to update any forward-looking statements, whether as a result of new information, future events or otherwise.

The contents in this website are intended for general information only and do not constitute professional advice. It does not take into consideration the particular circumstances of any individual. SP Investment Management (SPIM) makes no warranties or representations as to the accuracy, reliability and completeness of the contents and materials included in this presentation. SPIM may at any time, modify, add, remove, amend or revise any of the information contained in this presentation.

Investment in any financial product mentioned in this website carries risks. Investors should rely on their own evaluation to assess the merits and risks of such investment. Investors who are in doubt on the action to be taken should consult professional advisers before making such investment.

Opportunities always look bigger after they have passed.

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