Join us at this seminar on 16 Sep, Tue at 12PM for a lunchtime seminar designed to empower your financial journey.
Mr. Vince Koh, Relationship Manager at Phillip Securities, will kick off the session by sharing key considerations to keep in mind before investing, along with tailored financial solutions to grow your wealth across different risk profiles.
Following that, Mr. Kwek Yong, Deputy CIO of the Investment Solutions Department at PhillipCapital, will unveil the investment methodology behind the Phillip Global Growth Leader Portfolio. This strategy leverages the Rule of 40, a simple yet powerful metric that filters for high-quality companies without the need to analyse overwhelming volumes of financial data.
Key topics include:
● The history and significance of the Rule of 40
● What the Rule of 40 is and how it works
● How to calculate it and apply it effectively
● Its advantages in portfolio construction
● A case study to bring the methodology to life
For enquiries, please email us at pictf@phillip.com.sg or call in to 6812 1485
