Grow With Us, Move Forward to be Financially Independent
PHOENIX CAPITAL
INVESTMENT STRATEGY
S
Sound Investment
Due Diligence, Mitigation of Risks, Diversified Portfolio, Continuous Portfolio's Strategy and Performance Assesment
A
Anticipation
Rebalancing Discipline if Needed, Active Management Strategy
F
Flexible
Large Cap Stocks, Mid Cap Stocks, Small Cap Stock, Growth Stock, Dividend Stock, Value Stock
E
Excelent Quality
Stock Picking Based on Sound and Good Fundamentals
INVESTMENT PHILOSOPHY
INVESTMENT GUIDELINES
Asset Allocation
“ Asset Allocation will be determined to match risk profile, investment objective, strategy, philosophy .”
Investment Process
Phoenix Capital implement integrity and discipline in choosing investment opportunities. We believe investment risk could be mitigated through a thorough analysis and consistency in the investment process
Risk Tolerance Assesment
Investment Objectives, Strategy, Philosophy, Guidelines Development
Stock Screening
Thorough Analysis and Due Diligence
Active Management of the portfolio by reviewing, analyzing, evaluating and adjusting the portfolio regularly and continuously
Asset Allocation/
Portfolio Construction
Investment Decision/
Selection
Investment Risk
Disclaimer
Phoenix Capital cannot guarantee that the investment objective will be achieved.
The value of the fund may fluctuate due to certain conditions. The decrease in value of the investment fund may be caused by the following risks:
Market Risk
Cause the investment value to decrease because the market is not performing well
Liquidity Risk
The Liquidity of the assets that the fund invested in may vary/ fluctuate over time, thus may lower the value of the fund
Security Selection Risk
The fund may invest in stocks that outperform the market, leading to lower valuation in the market
Economic and Political Risk
Risks caused by the unstable global and domestic economic-political conditions may lower the return of the stocks as well as lowering the industry performance
Regulatory Risk
Changes in regulations toward certain industries or companies may detract the performance of those companies, thus declining the value of the fund because the stock price of the company slumped
Industry Risk
Most of the time, the performance of a company within the fund is highly correlated to the industry's performance. If a specific industry is experiencing a decline in outlook, so will the company in that industry, hence lowering the performance of the fund
Rebalancing Discipline
To align our stock portfolio with our investment strategy/ philosophy, we implement a rebalancing discipline based on the criteria :
1. Meeting the target price
2. Significant change in the industry or company fundamentals
3. Overpriced stock value
4. Chance to allocate funds in more compelling investment opportunity
