The 3 Principles

We introduce ASSETPLUS’ investment philosophy and principle that will never change.

ASSETPLUS's Strengths Safeguard
Our Philosophy and Principles

An investment management company's future depends on its ability to hold on to its principles.
Maintaining them amongst constant market and organizational fluctuations are
crucial to making satisfactory returns for the clients.

ASSETPLUS's strength comes from its unique corporate structure - an independent company
owned and ran by fund managers who understand the investment business.

ASSETPLUS
Principles

The 3 Principles
that ASSETPLUS will
Always Guard

“Focusing on Limited Number of Funds”

The best way to choose a good investment manager is to look at the number of funds it manages. Starting new funds solely based on “hot” short-term trends leads to talent dispersion and neglect - few managing talents spread across too many funds. Ultimately, it is the clients who bear the loss.

ASSETPLUS firmly sticks to its principle of managing only a limited number of funds to centralize its investment talent and responsibly shepherd clients’ hard-earned capital.
“Long-Term Investment in
Leading Companies”

Grounded on the idea that equity investments are participation in business enterprises as part-owners, we apply our imagination to factual understanding to find and invest in leading businesses for the long-term.

The businesses that ASSETPLUS wants to partner with have strong business models with which survive through the worst of business cycles - and command even stronger market positions by the end of it.
“Sharing Investment Insights through
Communication with Client”

Rather than to merely sell our funds, it is our promise to share investment wisdom with clients to help them make long - term investments.

ASSETPLUS has diverse channels of communication to helping them along the way. We offer easy - to - read reports on fund performances, pocket book on investing
investment sessions as well as other social network channels dedicated to client communication.

ASSETPLUS’s Footsteps

ASSETPLUS’s journey with our clients has been one full of sincerity and insight.
ASSETPLUS will continue to serve our clients and manage our funds with respect and wholeheartedness.

ASSETPLUS’s funds are instilled with our dream of a “100-Year-Fund”.
ASSETPLUS will always stay true to our principles to make that dream a reality.

에셋플러스 리치투게더 펀드 출시 블랙먼데이를 바라보는 에셋플러스의 생각 인내의 끈을 놓쳐서는 안됩니다 New Normal; 중국 소비자, 모바일 디지털 네트워크, 그린에너지 New Normal; 중국 소비자, 모바일 디지털 네트워크, 그린에너지 New Normal; 중국 소비자, 모바일 디지털 네트워크, 그린에너지 2011년 또 다시 찾아온 블랙먼데이를 바라보며 5주년 기념 첫 운용성과보고 대회

ASSETPLUS’s footsteps
01	Commenced Sale of ASSETPLUS RichTogether Family of Funds In June, 2008, ASSETPLUS completed its legal transition to an asset management company from an investment advisory firm and launched the RichTogether family of equity funds. The three funds embody our hopes of becoming rich together with our clients along side leading companies that lead the world economy.
A	The Bankruptcy of Lehman Brothers, Global Financial Crisis
02	“ASSETPLUS on Black Monday” When all market participants were in fear, ASSETPLUS thought that it was our duty as an asset manager to actively approach investors. We placed a large advertisement in a renowned daily newspaper to deliver the message that they should remain in the market and not be gripped by fear.
03	“Do Not Lose Patience.” Seeing mutual fund investors being gripped by fear and redeeming their shares en masse, Chairman Kang wrote a late night memo. The memo reiterated the importance of not losing patience, especially in difficult times like these.
B	Wrap Account - Craze
C	U.S. Government’s Sovereign Credit - Rating Downgraded
04	“New Normal” : Chinese Consumers, Mobile Digital Network, Green Energy ASSETPLUS pays attention to the changes around us. The firm seeks to identify and interpret value hidden within those changes before others, ultimately to translate those value into investment opportunities. The firm not only defined, but also promoted to investors the idea of a “New Normal” since 2009.
05	“ASSETPLUS on Black Monday - Again” The US Government’s sovereign credit-rating was downgraded in 2011, bringing about another round of market turbulence. Chairman Kang wrote to investors - again - reiterating the importance of spotting opportunities standing on the other side of fear. He supported investors by suggesting that they seek out value rather than falling stock prices and participate in outstanding business enterprises rather than flee the markets.
06	The Funds’ 5year Anniversary for Funds and Meeting with Clients on Fund Performance ASSETPLUS sought to always stay true to its guiding principles and communicate with its clients. In July, 2013, the firm was host to its clients’s meeting on fund performance, celebrating the funds’ 5year anniversary. The firm proudly demonstrated the funds’ long-term results that were a product of the firm’s long-standing investment philosophy and guiding principles.

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Philosophy & Principles

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About ASSETPLUS

The 3 Principles