Company Profile

Phillip Capital Management is an independent fund management company, based in Singapore since 1995. We are the Asset Management arm of Phillip Capital Group, a stock broking company that was established 40 years ago. We are spread across a few cities: Singapore, KL, Bangkok, Jakarta, Hong Kong, and London. Here at PCM, we always stay aware of our client’s needs and we enjoy the challenge of finding growth companies to invest in. We manage funds for both individual investors as well as institutions, to help our clients achieve their financial goals.

What We Believe

Investment is a balancing act between risk and prospective reward. Sometimes it’s time to ride the wave of optimism and sometimes it pays to be a bit cautious.

More often than not, companies have simply too much money chasing them beyond what we consider a reasonable price.

We like it when there’s temporal bad news as that is an opportunity for us to invest into quality companies at a “sale” price.

How We Invest

Being located in Asia at the centre of the major growth regions of the world gives us a unique angle for both the opportunities and the problems facing companies in each market.

​Our investment teams are local on the ground participants in the capital markets; this advantage gives us insight into hyper-local investment situations. At the same time, we also compare notes across the region to share ideas and learn from each other.

We meet most of the companies we invest in face-to-face as that gives us a better picture of how they see trends in their sectors.

​We seek constant improvements whereby weekly meetings are conducted to discuss investment proposals where internal debates and discussions occur.

20 Years is just the beginning

​Our founder Jeffrey Lee started the business in 1995 and remains at the helm ensuring continuity and stability in unpredictable times.

​​We believe Asia has remarkable and unique growth opportunities that benefit from local knowledge and we have been fortunate that Asia continues to be a market that rewards the prudent investor.

​​We look forward to bringing the tremendous potential of companies in Asia to our investors all around the world.

Corporate History

Phillip Capital Management (S) Ltd, (PCM) is proudly serving its clients with dedication and commitment for more than 20 years.

1994
1995
1997
1999
2007
2000
2001
2010

1994

Philip Capital Management (PCM) started as Allied Philip Capital Management (APCM), led by current MD and CIO, Jeffery Lee.

1995

Flagship Philip Asia Pacific Growth Fund was launched.

1997

PCM was named AIB Govett.

1999

PCM was formally incorporated on September 1999 and became IMAS regular member.

2007

First collaboration with overseas financial institution, Aizawa Securities Japan, was formed. Aizawa Thailand Fund was launched.

2000

Granted Capital Market Services License.

2001

Phillip Money Market Fund, currently the largest Singapore dollar money market fund in the market, was launched.

2010

Since 2003, PCM garnered 24 Equity awards and 3 awards as equity managers.

Board of Directors

Lim Hua Min

(Chairman)

Mr Lim Hua Min is the founder of Phillip Securities and Chairman of Phillip Securities Pte Ltd and Phillip Capital Management. He is one of the pioneers of Singapore financial industry. His vast experience and knowledge of the financial market is the stable foundation Phillip Capital Management is built on..
He has held senior positions in the Stock Exchange of Singapore and Securities Research Institute. He has chaired and served as a member for a number of the Singapore Stock Exchange (SES) committees..
Mr Lim holds a Bachelor of Science Degree (Honours) in Chemical Engineering from the University of Surrey and obtained a Master’s Degree in Operations Research and Management Studies from Imperial College, London University.

Jeffrey Lee

(Managing Director and Chief Investment Officer)

Jeffrey has been with Phillip Capital Management since the company’s inception. His fund management experience spans several investment cycles and his track record includes a number of highly rated unit trusts in the Asia Pacific and Global Funds category.
Jeffrey was a Director of Investment at AIB Govett (Asia) Ltd and held senior investment manager positions at DBS Bank and Mitsubishi Corporation Group. He is a Chartered Financial Analyst (CFA) since 1990, he obtained his Bachelor’s (Honours) degree in Chemical Engineering.

LINUS LIM

(Director and Co-CIO)

Linus focuses on product development as well as investment strategy. Prior to PhillipCapital, he was at the Investments business of Citibank Asia Pacific. He has been with PhillipCapital since 2001 where he has been involved in equity research and corporate finance both in Singapore and the UK. Linus is a graduate from the London School of Economics and holds an MBA from the Anderson school of Management at UCLA.

LIM WAH SAI

(Director)

Lim Wah Sai joined the Phillip Securities Group in 1988 and was seconded to work in Hong Kong since 1993. He is presently the Managing Director and Responsible Officer of the Phillip Securities Group of companies in HK, including Phillip Securities (HK) Ltd, Phillip Commodities (HK) Ltd and Phillip Capital Management (HK) Ltd. He is a member of Derivatives Market Consultative Panel of HKEx and has over 30 years experience in the securities, derivatives and banking industries. He holds a MSc Degree in Management Science from Imperial College, University of London in 1982 and a BSc Degree (1st Class Hon) in Control Instrumentation and System Engineering from the City University, London in 1981.

Louis Wong

(Director)

Louis Wong, is an experienced fund manager with over 25 years in the financial market. He is currently the Dealing Director of Phillip Securities (HK) Limited, and Director of Phillip Capital Management (HK) Limited.
He is also a part-time investment course instructor for City University of Hong Kong, Polytechnic University of Hong Kong and Lingnan University. Louis fronts financial programs for Hong Kong Cable Television, HK Metro Radio, and the Putonghua Channel of Radio Television Hong Kong, which awarded him as the best financial analyst for 3 years. Author of 2 popular investment books, he was the financial columnist for Hong Kong Economic Times from 1989 to 2005.

Senior Management

Jeffrey Lee

(Managing Director and Chief Investment Officer)

Jeffrey has been with Phillip Capital Management since the company’s inception. His fund management experience spans several investment cycles and his track record includes a number of highly rated unit trusts in the Asia Pacific and Global Funds category.
Jeffrey was a Director of Investment at AIB Govett (Asia) Ltd and held senior investment manager positions at DBS Bank and Mitsubishi Corporation Group. He is a Chartered Financial Analyst (CFA) since 1990, he obtained his Bachelor’s (Honours) degree in Chemical Engineering.

Linus Lim

(Director and Co-CIO)

Linus focuses on product development as well as investment strategy. Prior to PhillipCapital, he was at the Investments business of Citibank Asia Pacific. He has been with PhillipCapital since 2001 where he has been involved in equity research and corporate finance both in Singapore and the UK. Linus is a graduate from the London School of Economics and holds an MBA from the Anderson school of Management at UCLA.

Sabrina Loh

(Director, Fund Management)

Sabrina is responsible for the strategic focus and management of the long and short-term fixed income portfolios. Sabrina's career began in 1995 and her background includes experience in both Equity and Fixed income investment areas. She has been a part of PCM since 2005. Before joining PCM, she worked for Navigator Investment Services under AVIVA Insurance group and The Insurance Corporation of Singapore. Sabrina graduated with a Bachelor of Commerce (double majors in Economics and Finance) from Curtin University of Technology, Australia.

Martin Chong

(Director, Portfolio Management)

Martin is the Director, Portfolio Management (Business Development) at Phillip Capital Management (S) Ltd. Together with the management team; he covers the group’s business development and facilitates alliances among the institutional channels in the region. During his tenure with Phillip Capital Management (S) Ltd, he was involved in launching three ETFs of which two were REIT ETFs in Singapore since 2016.

Martin started his career with Permodalan Nasional Berhad (PNB), Malaysia in 1998 and moved up the corporate ladders subsequently. Before joining the company, he was with a UK fund management firm as a Senior Vice President in charge of business development in the Far East region. His career in sales team management spans asset management, agency development, fund platforms, and online fund distribution.

He holds a degree in BSc. Agri‐business (Hons) from Universiti Putra Malaysia. With more than 20 years’ experience, specialising in business development in the financial services industry; he has an in‐depth understanding of the Asian and ASEAN fund management industry.