Investment Process

Our dynamic investment process combines a top-down and bottom-up approach to stock selection.

Top-down: Each country is evaluated on its economic fundamentals, political stability, business and regulatory environment and the major sectors that drive the economy.

Bottom-up: Each company is evaluated on its balance sheet and cashflow, return on equity, consistent earnings record and strong management.
 
We believe in having a concentrated portfolio of 35-40 stocks.



Heritage Capital Management Pte Ltd
15 Scotts Road #09-01 Thong Teck Building Singapore 228218
Tel: (65) 6733 1922 Fax: (65) 6733 0550
For further enquiries, you may email your queries to info@hcm.com.sg