Lion Global Investors
About Lion Global Investors Limited
Lion Global Investors Limited (Lion Global Investors) is one of the largest non-government asset management companies in South East Asia and is part of the Overseas Chinese Bank Limited (OCBC) group, Singapore's longest established local bank. Currently Lion Global Investors manages over US$20 billion for government and government agencies, charitable organisations, endowment funds and retail investors. Lion Global Investors' core expertise lies in investing in Asian markets (both equity and fixed income) through its team of more than 50 investment professionals. Lion Global Investors' primary objective is to deliver consistent performance for its clients through an information edge and a disciplined investment process.
Lion Global Investors is a multi award-winning asset manager. It won over 80 awards in Singapore between 2002-2008 from leading industry organisations, including Morningstar, Standard & Poor's and Lipper.
Funds managed
Key personnel
Daniel Chan, CEO
Daniel is the CEO of Lion Global Investors. Daniel is a highly respected individual in the Singapore market who has been in the asset management industry for over 30 years, having spent 19 years as Managing Director and Chief Investment Officer of UOB Asset Management Ltd. From 2000 to 2004, he was also a Chairman of the Investment Management Association of Singapore (IMAS).
Daniel is a veteran in the fund management business in Singapore. He was instrumental in the establishment of Lion Global Investors through the merger of the asset management businesses of two Asian financial stalwarts, Great Eastern Holdings and OCBC Bank. Under his leadership, Lion has succeeded in establishing its position as an Asian fund specialist. Daniel was directly responsible for developing and implementing Lion’s investment philosophy, process and style. He has put together a team of highly experienced investment professionals thereby making Lion a trusted investment manager for all seasons.
Simon Flood, Chief Investment Officer
Simon is the Chief Investment Officer. Simon has more than 20 years of experience in the investment management industry, having worked for Merrill Lynch Investment Managers 'MLIM', formerly Mercury Asset Management, in London from 1990 to 2004 where he held a number of key investment roles within the Equity Division. He was subsequently appointed Chief Operating Officer of MLIM’s Asia ex Japan business. At Lion, Simon is responsible for overseeing the investment management function.
Janet Liem, Head of the Asian Equities
Janet has a Bachelor of Social Sciences [Economics and Statistics] from the National University of Singapore and holds a Master in Business Administration from the University of New South Wales. She has more than 20 years of investment experience, spending 12 years at UOB Asset Management prior to joining Lion Global Investors.
Janet leads the investment team in formulating the investment philosophy and process and is responsible for managing a dedicated team of 14 investment professionals. The investment team has an average of more than 10 years of financial industry experience. The overall team consists of six country specialists and nine sector specialists.
Why Advance selected Lion Global Investors
Lion Global Investors is a well-resourced domestic team dedicated to investing in the Asian region. In fact, it has one of the largest and most experienced Asian equity teams in Singapore. It is a fundamental, research-driven manager which applies a disciplined valuation methodology that is not heavily biased by style factors. Its risk management team is highly competent in the assessment of risk, in both absolute and relative terms. Lion Global Investors is conservative and careful in managing the portfolio, however it strikes a balance in finding the best risk/reward. Lion Global Investors also enjoy strong financial backing, being part of the OCBC group and we believe they are well suited to achieve the stated objective and strategy of the Advance Asian Equity Fund.
