Bulletins

Learn how Aggregate Asset Management grew from a small Singapore fund manager with less than S$5 million to over S$615 million in assets under management through disciplined value investing, investor alignment, and innovation.

Maximum drawdown is a powerful indicator because it combines the size of the loss with how hard that loss would be to live through. Two funds may have similar long‑term returns, but if one has a much deeper maximum drawdown, most investors will find it harder to stay invested in that strategy when markets turn rough.

Learn how the 4% withdrawal rule works and why portfolio diversification, disciplined investing, and AI driven analysis matter for long term retirement income sustainability.

Why financial stewardship, long term investing, and wealth preservation are becoming increasingly important as Singapore enters a historic generational wealth transfer.

Worried about a market drop? Learn why corrections often create opportunities and how disciplined investors protect capital and position for long term growth.

Making money entails a lot more than predicting which way the stock or bond markets are heading or trying to figure which stock or fund will double over the next few years. For the great majority of investors, making money requires a plan, self-discipline and desire.

We did well in 2021. It was a record year. The AVF delivered +18.26% nett of all fees to investors.

It’s timely now to consider banishing another age-old barbaric practice: wars. Indeed, it’s shocking that, as we look ahead into 2022, the prospect of war is not zero, in places like Ukraine, Iran or Taiwan. – Kishore Mahbubani

December 2021 was a good month with all the markets we have invested in heading north. The fund ended up handsomely with our Israel position again leading the way with a gain of 8.94% for the month.

Equalisation credit and contingent redemption are two topics frequently asked by our existing and potential investors. We prepare some explanations here.