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 interests 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 your Fund held its inaugural Investor Day in 2010, your Fund Manager and Investment Adviser have been working diligently 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.
Besides the Investor Day, it is also a tradition for your Fund to organise the Annual General Meeting (AGM) on a Saturday for share owners’ convenience, and so that the AGM session may be extended from a half-day event to a full-day event. The objective is to facilitate better and more effective share owner engagement through more insight sharing by the Designated Person and Q & A sessions.
2022 Investor Day
In 2022, the long-awaited Investor Day of your Fund returned after a 2-year pause due to the disruption of the COVID-19 pandemic. Asia’s most innovative investment event was again held at the Kuala Lumpur Convention Centre, on 26th and 27th November 2022, with the key objective of educating the investing public on the benefits of sound investing. As in the past, this event was full of top-quality programmes, featuring highly experienced speakers who shared their valuable insights on investing, business, and life.
Day 1, 26th November 2022
On Day 1 of the 2022 Investor Day, the participants gained valuable insights from your Designated Person, Mr. Tan Teng Boo as he dug deep into the impact of climate change, tightened monetary policy and budget deficits, US-China relations after China's 20th National Congress and the US mid-term elections, and the worsening Ukrainian Crisis. Finally, Mr. Tan Teng Boo also discussed Malaysia’s political and economic future and stock market outlook post 15th General Election with the participants.
Day 2, 27th November 2022
Day 2 of 2022 Investor Day was aimed at educating investors so that they can invest now to harvest later. Tan Teng Boo and his team conveyed the importance of having an investment framework for successful investing, and ways to utilise it in a volatile and tumultuous world. They also discussed why the “Buy low, sell high” advice does not work, the beauty of the low-risk, high-return offered by icapital.biz Berhad, and why value investing still works despite such worrying macro-conditions in this chaotic world.
The second day also consisted of prominent corporate leaders from some of the most reputable companies in Malaysia that your Fund has invested in, whose presentations had given participants rare insights on their industries and companies in relation to the current world events. They were Ahmad Shahredzuan, Chief Reinvention and Strategy Officer of Boustead Holdings Berhad, Dr Kenneth Gerard Perreira, Managing Director of Hibiscus Petroleum Berhad, Lor Seng Thee, Group General Manager of Oceancash Pacific Berhad, Nicole Tan, Head of IR of Bioalpha Holdings Berhad, Gary Yu Tat Keong, Financial Controller of Wellcall Holdings Berhad, Datuk Ng Kiat Min, Group Managing Director of Suria Capital Holdings Berhad, Edmond Tay, ED/Chief Executive Officer of Kronologi Asia Berhad, Dato’ Beh Huck Lee, Group Managing Director of EUPE Corporation Berhad, David Low Hock Keong, Group Chief Executive of OCK Group Berhad, and Tan Sri Tony Fernandes, Chief Executive Officer of Capital A Berhad.
Besides seasoned investors, the 2022 Investor Day successfully attracted participation from younger crowds.
Sunday, 5th November: The 2023 Investor Day –
MARK YOUR CALENDAR
With the main theme of 'Why Now Is The Right Time to Invest in Malaysia', this year’s Investor Day will consist of three tracks. Track 1 will cater to the experienced investors, where we will have corporate leaders from the listed companies that your Fund has invested in presenting on their latest businesses updates. Don’t miss out on an independent assessment from a top finance lecturer from University of Technology Sydney as he assesses the NAV and price performance of your Fund since inception. Most importantly, in a very rare integrated multi-sector case study, the Designated Person of your Fund Manager, Mr. Tan Teng Boo will share his valuable insights on why now is the right time to invest in Malaysia.
In Track 2, various educational topics will be provided for would-be-investors who are looking for how and where to begin their investment journey. A thought-provoking panel discussion involving professional financial planners and Capital Dynamics will be held as they study the likelihood of one retiring at 40. An exciting forum discussing if choosing a career is similar to choosing a spouse will also be held in Track 2, consisting of speakers who are successful in their respective fields and university student representatives. You will also listen to the latest market outlook on Malaysia from the head of research of an established stockbroking company. Capital Dynamics research team will also be sharing their knowledge in financial statement analysis, value investing, compound return and economic literacy with interesting case studies in various talks. For those of you who long for a place to talk about any topics, from insightful investment ideas, the latest market trends, confusing local and global politics, to light-hearted events like durian hiking or kopitiam-hopping, don’t miss the session on ICAP Fan Club!
Last but not least, enjoy your evening with live performances from talented university students in Track 3, where the Grand Finale of the i Capital Talent Show takes place. In our efforts to reach out to a wider pool of young investors, your Fund and Fund Manager have decided to organise and sponsor a talent show – the i Capital Talent Show, an exciting talent competition targeting university and college students where they can unleash their talents through all types of performances, such as dances, music, plays, martial arts, etc. The competition consists of two stages: in Stage 1, participants are required to submit 2-minute videos online for voting; in Stage 2, top 20 finalists from Solo and Group acts will be chosen to perform and compete live on 5th November at the 2023 Investor Day.
Refer to the attached flyer for the full programme of the 2023 Investor Day.
The first 500 paid participants will receive a 1-year complimentary access to www.icapital.biz and iCapital mobile app (Digital version of i Capital investment publication) with a limited edition of i Capital bag.
Empowering Youth
Your Fund, Fund Manager, and Investment Adviser believe firmly in empowering the youth through sound investment education. On behalf of your Fund, your Fund Manager has been actively engaging with the university students through all types of university activities and collaborations.
On 23rd November 2022, one of your Fund Directors, Ms Tan Mun Lin, offered her insights on why buy-low-sell-high does not work in the stock markets in an investment talk organised by the University of Nottingham Malaysia’s Investment Club. The students showed great interest in the investment talk by participating actively in an interactive question-and-answer session.
In another well-received panel discussion organised by the same Investment Club on 30th March 2023, your Fund Manager, Mr Tan Teng Boo shared pertinent advice with the students on how they should navigate their investments during times of uncertainty.
On 7th August 2023, the research team from your Fund Manager had the pleasure of sharing an introductory session on “Investing versus Spending” with the students from Tunku Abdul Rahman University of Management and Technology (TAR UMT). In this session, students were introduced to the wonder of compound interest and the exciting investment opportunity in icapital.biz Berhad.
In line with your Fund’s objective of educating and empowering the students with proper investing knowledge, your Investment Adviser, at its own effort and costs, chose to reach out to the students by distributing their flagship investment publication, i Capital on a weekly basis to about 17 major universities in the Klang Valley, beginning November 2022. The universities that have benefitted from this initiative are Universiti Malaya, Putra Business School, Universiti Kebangsaan Malaysia, Universiti Teknologi MARA, Multimedia University, Universiti Tenaga Nasional, Nottingham University, Sunway University, Universiti Kuala Lumpur, University Tunku Abdul Rahman, Tunku Abdul Rahman University of Management and Technology, Xiamen University, UCSI University, HELP University, Asia Pacific University of Technology and Innovation, Lincoln University College, and International Islamic University Malaysia. The initiative is well received by the said universities. Some lecturers are using i Capital as their teaching material; students found reading i Capital extremely useful as it enhances their understanding and mastery of the knowledge from their classes.