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Calibre Asset Management Limited


Could you share with us your investment philosophy?
Calibre’s investment philosophy stresses on three aspects: Fundamental, Long-Term and Diversification. We have a genuine long-term approach of at least a three year investment time frame to cope with clients’ needs and the latest market cycle and volatility. Our research analysis is fundamentally based and would ignore near-term market noise to achieve long-term growth. Last but not least, is our keen belief in diversification of our portfolios across different asset classes in different risk profiles.


The equity markets fared quite well in 2012 amid all the uncertainties. In the next 1-2 years, are you even more optimistic on equities?
Our 2012 Strategic Outlook ‘Volatile but Up’ last year proved correct as the market appeared to fare well at the point-to-point performance but it also has been exceedingly volatile during the second, third, or even the last quarters.

This year, our 2013 Strategic Outlook is ‘Rising, Yet Volatile’ as we do expect the market to rise further and although volatility would remain high, it should be less volatile than 2012 or 2011. However, as last year’s gain is sizable, our base case prediction is of similar return this year. In the longer term, we have to keep our eyes on these global issues: whether global economic growth can be sustained, if policy and policy-exit are carefully crafted, and if global trade can survive in the rising of protectionism. For now, the outlook looks sunny to us.


How are you positioning your firm to maintain a leading role in the industry?
We have had some initial achievements after the recent collaboration with our parent company, National Australia Bank and we plan to leverage more of our strengths – creditworthiness, trustworthiness, unparalleled Australian financial expertise, and our growing team of professional financial advisors. With these strengths we are in a great position to promote our unique offering to the smart affluent and high net worth investment clients in the region who are looking for prudent advisory services like us.

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