Capabilities

Owners'

Tokio Marine Asset Management International Pte. Ltd. (TMAMI) was established in July 1997 in Singapore and is owned by Tokio Marine Asset Management Co., Ltd, (TMAM), a leading Japanese asset management firm.

TMAMI provides investment management and advisory services to institutional and accredited investors. TMAMI is a Capital Markets Services (CMS) license holder with the Monetary Authority of Singapore, and is a member of the Investment Management Association of Singapore (IMAS).

Explore Owners’ Strategies With Us

WHY INVEST IN OWNERS’ STRATEGIES WITH US?

Fundamental analysis

The Owners’ universe comprises of public-listed companies that are owner-owned and managed. Our team of seasoned investment professionals thoroughly analyses fundamentals of the investee candidates. The research process involves understanding the industry structure, execution of the Owner in that particular industry, identification of upcoming catalysts and risks, and sustainability of the business in future.

Thematic Investment Trends

Through our constant industry interactions, tracking of macro indicators and tapping the insights of our global and regional investment teams, we isolate thematic investment trends. These trends have proven to be powerful driver of returns over the medium term.

Iterative Investment Process

We regularly run a screening process using factors which are hallmark of good Owner managed companies, proven through historical back testing. This systematic approach ensures repeatability of the process, and we never are short of ideas.

Regular Interaction With Owners

Understanding vision and strategy of the Owner is a core part of our evaluation. Regular interaction with the corporates gives us that comfort and helps to monitor ongoing execution of the past commitments made.

OUR OWNERS’ STRATEGIES

We invest in owner-owned and managed public-listed companies. The management of these companies are substantial majority shareholders. They play a central role in the management of these companies. We believe the alignment of interests between owners and investors provide long-term shareholder value. Owner-managed companies are more nimble and flexible in responding to changes, they make decisions faster, providing long-term stable earnings growth prospects.

OPPORTUNITIES IN OWNERS’ STRATEGIES

Japan Owners’: In the mature Japanese equity market, there are over 1,000 Owner companies that consistently outperform non-Owner companies over the long term. Many of these companies often go unnoticed, receiving little to no coverage from sell-side analysts. We capitalize on this inefficiency by conducting our own research to identify dynamic Owner companies which are successfully pursuing long-term shareholder value via rapid decision making to offer long-term, stable earnings growth prospects.

We believe these Owner companies are well-positioned to take advantage of the re-emerging inflationary environment in Japan.

India Owners’: India remains the fastest growing major economy in the world, with signs of acceleration, as both external and internal demand environment turn favourable. The structural reforms undertaken in the recent past are finally coming to fruition and providing incremental growth impetus.

We believe that manufacturing, consumption, and financial services adoption are the key drivers of the next leg of growth. Accordingly, we are actively positioned in some of the most dynamic Owner companies, ready to take advantage of the emerging opportunities.

Southeast Asia Owners’: The Southeast Asian region, as an economic block, is growing in excess of 4.5% YoY, ahead of global growth. With a population of 600 million, second only to India and China, Southeast Asia possesses a formidable consumption base bolstered by rising per-capita income.

Southeast Asia is also benefiting from a shift in global supply-chain as companies continue to diversify away from China, evident from acceleration of Foreign Direct Investment (FDI) in the region. Overall, the region offers growth at an attractive valuation, and we believe Owner companies would reap the benefits.

Owners'

WHY INVEST IN OWNERS’ STRATEGIES WITH US?

Fundamental analysis

Thematic Investment Trends

Iterative Investment Process

Regular Interaction With Owners

OUR OWNERS’ STRATEGIES

Japan

India

Southeast Asia

OPPORTUNITIES IN OWNERS’ STRATEGIES

Japan Equities

Tokyo

London

New York