Portfolio Manager, DCG Capital

William Toh

Portfolio Manager

Long-term, Value Driven Investor

DCG Capital

DCG Capital adopts the "Value Investing" approach in managing its clients' assets. 

The team, comprising Daniel Chan and four other Investment Analysts, offers investors a wealth of investment experience and expertise in managing Singapore and Asian equities as well as balanced mandates for investors.

Independent - We are independent and not part of any large organization. This makes us more nimble with no large investment committees, allowing us to act in a timely fashion. Our total focus is on money management and nothing else.

Value Driven - We adopt the Value investing approach and take a long term approach investing only in businesses that we understand after rigorous in-depth research.

Asia Specialist - With over 30 years of experience investing in Asia, we have gone through a number of cycles of boom and bust and understand the intricacies of investing in Asia.

Benchmark Agnostic - We invest to achieve significant absolute positive return, paying little attention to benchmarks.

Thematic (Sector/Industry)

Over the last few decades, we have witnessed the Asian Tigers – South Korea, Taiwan, Hong Kong, and Singapore – evolve from 3rd world frontier market to 1st world developed market.Hong Kong and Singapore grew from an industrial exporter to international financial hub. South Korea and Taiwan became leaders in electronic manufacturing, critical to the global electronics supply chain.All 4 Tigers maintained high growth rates for a few decades, seeing productivity gains based on high education standards and supportive government policies.This led to huge capital accumulation and a high savings rate.One country we want to highlight is Sri Lanka, which is often overlooked and misunderstood by investors. We want to share with you some insights from our recent site visits.

Over the last few decades, we have witnessed the Asian Tigers – South Korea, Taiwan, Hong Kong, and Singapore – evolve from 3rd world frontier market to 1st world developed market.Hong Kong and Singapore grew from an industrial exporter to international financial hub. South Korea and Taiwan became leaders in electronic manufacturing, critical to the global electronics supply chain.All 4 Tigers maintained high growth rates for a few decades, seeing productivity gains based on high education standards and supportive government policies.This led to huge capital accumulation and a high savings rate.One country we want to highlight is Sri Lanka, which is often overlooked and misunderstood by investors. We want to share with you some insights from our recent site visits.

なぜフロンティア市場へ投資するのか？スリランカがその好例。最近の投資視察から得た知見。