Understanding our clients is at the core of our collaboration process.
At KWM Investment, the process always start with understanding the clients with exploring our clients' goals, investment horizons, risk profiles, and other unique considerations to tailor investment strategies that best suit their objectives.
Conducting in-depth research on global and domestic macroeconomic trends to identify key factors shaping the investment landscape in the next 3 months to 5 years.
KWM Investment prioritizes analyzing economic growth, with a specific focus on the three key cycles: business cycles, credit cycles, and real estate cycles, along with changes in employment backdrop and monetary policies.
Furthermore, our economic experts pay close attention to cyclical factors linked to macroeconomic conditions, including interest rates, exchange rates, and inflation.
Asset allocation is the key determinant of outstanding investment returns.
KWM Investment leverages our expertise in macroeconomics and extensive experience navigating various economic cycles to identify the top three most advantageous sectors. We then strategically allocate assets in a 50/30/20 proportion.
We prioritize adding stocks to the portfolio that highly pass our rigorous screening in terms of promising business models, strong competitive advantages, solid liquidity, and contribute to overall portfolio diversification.
KWM is supported by a team of expert professionals with expertise in thorough corporate analysis and a wealth of experience in identifying high-potential investments across both domestic and international markets.
Our experienced investment professionals pay close attention to dynamics of the market and executed only when market conditions offer the most compelling opportunities.
With a wealth of practical experience, our analysts maintains a vigilant watch on fluctuations in the Vietnamese market, ensuring investment actions are made at the optimal point to achieve sustainable performance despite changing market conditions.
Re-balancing portfolio allocations to maximize returns and effectively manage risk.
At KWM, we confidently apply our professional knowledge and practical expertise in portfolio management. With weightings within a +/-10% permissible range, our managers seize short-term opportunities, re-balanced to realign investments with the asset allocation consistent with clients’ goals and risk tolerance.
KWM Investment is always ready to serve you, backed by a team of market-leading financial specialists..
