Fund Manager, Privium Funds

Privium Fund Management

Fund Manager

Privium Funds

Privium Fund Management (Singapore) Pte Ltd is an MAS regulated Fund Manager holding a CMS License with a proven track record in providing Fund Management solutions for traditional and alternative asset portfolios.

Equity Bottom-Up

<ul><li>We believe Boustead Singapore has emerged with a much stronger balance sheet with the disposal of 21 properties into UI Boustead REIT, whilst maintaining a significant stake in the REIT.</li><li>We believe this would help smoothen the lumpy, one-off earnings that was seen in its engineering and real estate business units.</li><li>We believe the strong orderbooks that Boustead has secured would help drive its future earnings and cash generation, and hopefully better margins.</li></ul>

We believe Boustead Singapore has emerged with a much stronger balance sheet with the disposal of 21 properties into UI Boustead REIT, whilst maintaining a significant stake in the REIT.We believe this would help smoothen the lumpy, one-off earnings that was seen in its engineering and real estate business units.We believe the strong orderbooks that Boustead has secured would help drive its future earnings and cash generation, and hopefully better margins.

Boustead Singapore (SGX: F9D): Initiation Research (21 August 2026)

Invest for a Sustainable Future, Impact Capital Asset Management

ICAM

Invest for a Sustainable Future

Impact Capital Asset Management

Established in August 2020, Impact Capital Asset Management Pte. Ltd. (ICAM) was conceived by seasoned professionals Deepak Mawandia and Atul Tetambe. Both have accumulated a wealth of knowledge and experience from their extensive tenures in the financial sector. In 2019, ICAM secured its RFMC license and subsequently introduced a technology-centric venture fund. By 2021, with the acquisition of its CMS license, ICAM witnessed steady growth in its assets under management. Presently, ICAM manages a portfolio exceeding USD 1 billion, diversified across various countries. Central to ICAM’s foundation is a commitment to offering a platform singularly dedicated to the best interests of its investor clients. The combined expertise of Deepak and Atul firmly establishes ICAM as a notable entity in the wealth management field.

Thematic (Sector/Industry)

<ul>
<li>Singapore data centers should be understood as constrained infrastructure rather than as a broad technology theme.</li>
<li>The sector sells reliable digital capacity built on power, cooling, connectivity, and resilience, so the economics are driven less by digital demand in the abstract and more by access to scarce physical inputs, execution quality, and operating discipline.</li>
<li>Singapore remains the region’s premium node even as expansion becomes harder.</li>
</ul>


Singapore data centers should be understood as constrained infrastructure rather than as a broad technology theme.
The sector sells reliable digital capacity built on power, cooling, connectivity, and resilience, so the economics are driven less by digital demand in the abstract and more by access to scarce physical inputs, execution quality, and operating discipline.
Singapore remains the region’s premium node even as expansion becomes harder.


Singapore Data Center Primer: Premium Node in a Constrained Market

<ul><li>Defence technology, surveillance and security systems exposure on SGX is real, but narrow.</li><li>The theme is not a pure drone screen and not a broad defence-stock screen. It covers systems used to detect, monitor, communicate, coordinate and respond across defence, public safety, airspace, ports and critical infrastructure.</li><li>The listed map has one broad anchor, several narrower operating routes and a small watchlist of boundary names. </li></ul>

Defence technology, surveillance and security systems exposure on SGX is real, but narrow.The theme is not a pure drone screen and not a broad defence-stock screen. It covers systems used to detect, monitor, communicate, coordinate and respond across defence, public safety, airspace, ports and critical infrastructure.The listed map has one broad anchor, several narrower operating routes and a small watchlist of boundary names. 

Singapore

Boustead Singapore is an engineering services group and investment holding company. It specializes in infrastructure-related engineering services, including energy-related engineering and industrial real estate solutions, and provides geospatial technology solutions through the distribution of Esri geographic information systems. The company also has a Healthcare division offering niche medical solutions. Headquartered in Singapore, Boustead Singapore was founded in 1828.

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Boustead Singapore (BOCS SP)

Boustead Singapore (SGX: F9D): Initiation Research (21 August 2026)

We believe Boustead Singapore has emerged with a much stronger balance sheet with the disposal of 21 properties into UI Boustead REIT, whilst...

Privium Fund Management

Singapore Data Center Primer: Premium Node in a Constrained Market

Singapore data centers should be understood as constrained infrastructure rather than as a broad technology theme. The sector sells reliable...

ICAM

Singapore Defence and Security Systems

Defence technology, surveillance and security systems exposure on SGX is real, but narrow. The theme is not a pure drone screen and not a broad...

ICAM

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