Dr. TAN, Chong Koay
(Founder / Chief Strategist)
Dr Tan is the Founder/Chief Strategist & CEO of PHEIM Asset Management (Asia) Pte
Ltd.
He has been in the fund management industry for over 45 years. He is a Chartered Fellow
of Chartered Management Institute (UK) and Fellow of the Institute of Financial
Accountants (UK).
From 1976 to 1981, Dr. Tan was with South East Asia Development Corporation Berhad
(SEACORP) (now known as Amanah Capital Partners Bhd), an investment holding
company that owned the first unit trust company in Malaysia and Singapore. He was
responsible for advising individuals and institutional clients.
After his tenure at SEACORP, Dr. Tan joined Arab-Malaysian Merchant Bank (now
known as AmInvestment Bank Berhad) in 1981 for 7.25 years as the first Head of the
Investment Services division. During his time there, he built up the division from a two to
a 65-man strong team with the capabilities to provide a full range of services. In 1987, as
the first Executive Director of Arab – Malaysian Unit Trusts Berhad (now known as
AmInvestment Bank Berhad), he designed, developed and launched Arab-Malaysia Gilts
– the first unit trust in Malaysia to invest solely in Malaysian government and bankbacked securities. In the same year, Dr. Tan participated actively in organising and promoting the concept of raising funds from American investors to invest in Malaysian
companies through Malaysia Fund Inc., the first Malaysia closed-ended country fund
managed by Morgan Stanley and listed in NYSE in May 1987. During that year, Dr. Tan
was rated by William Mercer Zainal Fraser as the top manager for retirement & pension
funds in Malaysia.
Dr. Tan joined DG Bank-GZB (Asia) Ltd, a merchant bank in Singapore, in 1988 for 2
years and was the Head of Investment Management Division, servicing private and
institutional clients.
In 1990, Dr. Tan moved to John Govett (Asia) Pte Ltd (later known as AIB Govett) as the
first Director of Portfolio Investments, for 3.5 years. In 1992, he managed The
Malaysian Emerging Companies Fund (an original size of US$75m) and supervised the
Singapore SESDAQ fund until November 1993.
Dr. Tan is the founder of Pheim Asset Management Sdn Bhd (Pheim Malaysia) and
Pheim Asset Management (Asia) Pte Ltd (Pheim Singapore) which started operations in
1994 and 1995 respectively. Dr Tan is the Chief Strategist of Pheim Malaysia since 1994
and the Chief Strategist of Pheim Singapore since 1995 except for the period from 2011
to 2015. He is the Executive Chairman of Pheim Malaysia and the Chief Executive
Officer of Pheim Singapore which specialises in investing in the ASEAN and Asia exJapan region.
Dr. Tan was a Chief Examiner in the Investment paper for Institute of Bankers in
Malaysia (from January 1997 to December 2007). He was a committee representative on
the Executive Committee of the Investment Management Association of Singapore
(IMAS) from 2004 to 2009. Dr. Tan is a member of the Investment Advisory Committee
of Lee Kuan Yew Fund since 2004 and a member of the Investment Advisory Committee
of the Lee Kuan Yew Fund for Bilingualism Ltd for 3-year period, both ending March 1,
2015.
Reputed for his acute sense of market timing and stock selection, Dr. Tan was labelled as
the “King of the Second Board” in Malaysia for his well-timed investments in small-cap
companies in 1995/1996. He was named “Southeast Asia’s small-cap King” in a
Bloomberg article in August 2006. In 2008 & 2010, he was awarded “Best of the Best
Award, CEO of the year for Malaysia” by Asia Asset Management, a Hong Kong based
publisher of the Journal of Investments and Pensions.
Dr Tan is recognized within the fund management industry for his wealth of experience
and his long and excellent performance track record. Among his best records, Pheim
SICAV-SIF – ASEAN Emerging Companies Fund which he launched in 1995 took the
top position for all the 1- to 20-year periods among all Equity ASEAN of Lipper Global
Classification under International Offshore Universe in terms of total returns in US
Dollars on the Fund’s 20th anniversary, February 3, 2015. The fund returned 497.37% (in
USD terms) which far outperformed the 2nd position fund which returned 94.52% (in
USD terms) and FTSE AW ASEAN CR (in USD terms) which returned 44.56%.
Additionally, Dana Makmur Pheim which he launched in 2002 was ranked number one
by Lipper IM for the 10-year period for 10th consecutive year in the Islamic Mixed Asset
MYR Balanced – Malaysia category ended from 31st December 2012 until 31st
December 2021. Dana Makmur Pheim was also ranked number one by Lipper IM for the
15-year period for 5th consecutive year in the same category ended 31st December 2017,
2018, 2019, 2020 and 2021. As of to date, Dana Makmur Pheim has won a total of 53
Refinitiv Lipper Fund Awards of which 33 awards are under the category of Malaysia
Islamic & Malaysia Provident and 20 awards are from the category of Global Islamic.
Also noteworthy is his largest Malaysian mandate belonging to the largest provident fund
in Malaysia outperformed the benchmark by a large margin for the 25-year period ending
March 2022.
In 2010, Dr. Tan was awarded “China Top 10 Financial Intelligent Persons Special
Award 2010” by People’s Republic of China. Also in 2010, Dr. Tan was awarded the
Outstanding Entrepreneurship Award by Enterprise Asia. In 2012, he was awarded “Most
Respected Chinese Entrepreneurship Award in Asia Pacific” by China Economic Trading
Promotion Agency, People’s Republic of China. In 2014, Dr. Tan was named one of the
80 Global Chinese Eminent Business Leaders by Beijing-based The China Daily. Dr Tan
was named “Market Wizard of Malaysia” by the Beijing-based The China Daily on
March 14 & 15, 2015. In 2016, Dr Tan was awarded the “Asia Pacific Entrepreneurship
Awards 2016” under the Financial Services industry category by Enterprise Asia. He was
named “The Warren Buffett of Asia” by World Wealth Creation Conference in The
Straits Times, Singapore (April 20, 2017) for being one of the best performing fund
managers and for truly enhancing value-investing. Dr Tan was also awarded the
“National Outstanding Entrepreneurs Lifetime Achievement Award” by the Kingsley
Strategic Institute For Asia Pacific (KSI) in March 2021.
Dr Tan is the author of his bestselling book “Rising Above Financial Storms” published
in late 2015.
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| Mr. TEO, Chon Kiat |
| (Director of Portfolio Management) |
Teo Chon Kiat has over 25 years of investment management experience in Asia ex. Japan equity markets. Prior to joining PHEIM Singapore, he worked for various asset management firms.
He started his investment career in 1996 as a quantity system developer with Koeneman Capital Management, developing and implementing stock ranking model for Asia Pacific equity markets. From 1998 to 2000, he was an investment analyst covering consumer and technology sector with DBS Asset Management. From 2000 to 2011, he managed key flagship funds that invested in Asia ex. Japan region for DBS Asset Management. Following DBS Asset Management’s acquisition by Nikko Asset Management in 2011, he continued to manage Asia Ex. Japan funds before he left the firm in 2012. He joined PHEIM Singapore as Head of Investment in 2013 and left in 2016 to pursue his own interest. He rejoined PHEIM Singapore in 2021.
Mr. Teo graduated with a double bachelor’s degree, a Bachelor of Science majoring in Mathematics and Business Administration as well as Bachelor of Science specializing in Computer Science. He also holds a Master of Science in Applied Finance degree from National University of Singapore.
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| Mr. LEE, Ken Fung |
| (Compliance & Risk Officer) |
Mr. Lee joined PHEIM Singapore in 2021. He has experiences in Administration and Accounting prior joining to PHEIM.
Mr. Lee holds a Bachelor of Economics with Honours (Financial Economics) Class One from Universiti Malaysia Sabah, Malaysia.
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| Ms. HUA, Maggie |
| (Operations Executive) |
Maggie joined PHEIM Singapore in 2021.
Maggie graduated with a Bachelor (Hons) of Business Management from University of Birmingham.
| Mr. TEO, Guo Long |
| (Operation Executive) |
Teo Guo Long joined PHEIM Singapore in 2022.
He worked with Bank of China as KYC Reviewer in 2018.
Mr. Teo graduated with a Diploma in Business from Temasek Polytechnic (Singapore).
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