EUGENE ASSET MANAGEMENT

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Equity

An Introduction to Eugene Asset Management’s Professional and Differentiated Investment Management Process

Management Philosophy

Standard Practice Investment
Find and invest in superior and undervalued companies to pursue excess returns
Orient a management organization to achieve this
Bottom-up approach for analyzing events
Strive to create success through the portfolio composition

Management Style

Growth & Income
Korea’s level of contribution to growing businesses is high, so growth companies lead the market
Investments focused on high-growth potential
Enhance stability with concurrent Income Style stocks, including dividends
Focus on finding companies capable of sustainable growth through thorough research

Investment Decision-Making

Steps & Roles

  • UNIVERSE
  • Establish
    investment
    strategy
  • MODEL
    PORTFOLIO
  • ACTUALl
    PORTFOLIO
Universe
Select quantitative criteria (financial requirements) as normal criteria (such as investment risk assessment)
Include various areas such as ① growth stocks, ② dividends, and ③ value stocks to enable style-based investment
Approval from the General Manager of Stock Management and confirmed by the Asset Management Committee for strict management
Establish investment
strategy
Establish monthly market forecasts, industry classifications, and subdivision investment strategy
Propose and report to the Asset Management Committee
Establish strategy for sector allocation and portfolio through weekly and daily stock management headquarters meetings
Model Portfolio
Build an MP for each style, including growth and dividends
Common stock type manages MP replication
Actual Portfolio
Partial ratio discretionary management according to the characteristics of each customer and fund
MP structure suggests the inclusion (exclusion) of sector analysts and investment weight

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