Your Fund takes its responsibility as a corporate citizen seriously. It is committed to achieving its investment objectives through responsible corporate practices, and to improving and nurturing a more harmonious society, be it for its share owners, investors or the community at large.

Share Owner Value

By adhering to its eclectic value investing philosophy, your Fund is committed to safeguarding share owners’ long-term interest by increasing its net asset value over the long-term, within levels of risk acceptable to value investing.

Community Engagement and Responsible Investing

As a relatively small listed fund, we focus our initiatives on where our limited resources can have the greatest positive impact on the community. Therefore, we apply our corporate responsibility efforts by identifying areas where we can engage the community and encourage responsible investing.

Ever since the first Investor Day of your Fund was held in 2010, your Fund Manager and Investment Adviser have been working hard in organising all the investor days, with the objective of educating the investing public on sound investing and to increase the awareness of icapital.biz Berhad among the general public. Believing strongly in the raison d’etre of your Fund that “serious long-term investing in Bursa Securities can offer superior returns”, they were not paid any extra fees for undertaking these selfless initiatives.

Effective 2017, the Investor Day of your Fund was rebranded as the Global Investor Week of Capital Dynamics. Capital Dynamics decided to take on a greater responsibility by becoming the main organiser of the event in order to have a greater platform to reach out to more investors and have more flexibility in organising an event of such nature, which is one of the most innovative investor events in Asia.

The 15^th Annual General Meeting of icapital.biz Berhad

The 15^th AGM was again an informative and thought-provoking session for the shareowners of your Fund. Other than the usual updates on the investment portfolio of your Fund, the Fund Manager identified five trends that are worrying:

global warming/climate change;
ultra-loose monetary policy;
perpetual budget deficits/growing debts;
America’s institutionalised culture of war
and with such global backdrop, Malaysia’s future.

As usual, the Fund Manager shared his thorough research unselfishly with his fellow shareowners. In order for Malaysia to get herself out from the struggle amidst the worrying global backdrop, she is urged to urgently design and implement a China strategy.

The 2020/2021 Global Investor Week

Your Fund prides itself on being a conscientious corporate citizen. The launching of the Global Investor Week by Capital Dynamics, your Fund Manager and Investment Adviser has become a key avenue for your Fund to implement effective corporate responsibility initiatives and help make the world a better place.

Due to the Covid-19 pandemic, Capital Dynamics has decided to postpone the 2020 Global Investor Week to first half of 2021, for the safety of the participants, speakers and organiser. Do keep an eye on the websites of Capital Dynamics for further updates. To view the video and photo gallery of the past events, visit https://giw.icapital.biz/

Similarly, the Final of 2020/2021 Budding Value Investor Award has also been postponed to March 2021. For more information, visit https://bvia.icapital.biz/

Sound Quality Investment Education

Despite the unprecedented Covid-19 Pandemic which has ravaged many countries, including the developed countries, your Fund Manager has continued to reach out and educate investors on the possible opportunities that may be present during such a crisis.

For a start, on 30 May 2020, your Fund Manager organised a virtual talk for all investors, including share owners of your Fund, on the economic measures taken by the major countries to counter the impact of Covid-19.

During the virtual conference, participants were briefed on the impact of these measures in supporting the relevant economies, whether the countries afford these unprecedented measures and whether the global economy will witness another Great Depression.

With the global community still battling the Covid-19 Pandemic, your Fund and your Fund Manager will need to adapt to the new normal when conducting its corporate social responsibility (“CSR”) efforts. However, this change will not compromise the CSR efforts of your Fund.

Your Fund will continue to strive to empower and foster a positive change in the society, especially the investing public and the financial community by providing them access to quality investment knowledge. It is part of your Fund’s mission to make the community a better place by empowering people with the right attitudes, whether it relates to investing, business or life.

Corporate Responsibility