UOBGC Relationships

Building long-term relationships with our partners & clients.

AFFILIATES

UOB Asset Management (UOBAM)UOB Asset Management (UOBAM) is a wholly-owned subsidiary of UOB Group, registered in Singapore. Established in 1986, UOBAM is a leading investment firm specializing in Asian equity and fixed income.

Headquartered in Singapore, UOBAM has grown extensively across Asia with local presence in Brunei, Indonesia, Japan, Malaysia, Taiwan, Thailand and Vietnam. Our network includes UOB Islamic Asset Management in Malaysia and a joint venture with China’s Ping An Trust to form Ping An Fund Management Company. We have also forged a strategic alliance with Wellington Management Singapore.

Our experienced team of more than 90 investment professionals conduct rigorous fundamental research within a proven investment framework to provide our clients with innovative investment solutions. The strength of our team lies in our commitment to investment excellence. Our performance has been recognised by the industry and we have garnered 360 awards regionally since 1986.

Through our regional network, we offer global investment management expertise to individuals, institutions and corporations. Our comprehensive suite of products ranges from retail unit trusts and exchange-traded funds to customised portfolio management services for institutional clients. A leader in innovation, UOBAM offers a digital option to manage investments with UOBAM Invest robo-adviser, making investing simpler, smarter and safer.

Facts and Figures

• Over 35 years of Investment Experience
• SGD 33.0 billion* of Assets Under Management
• 360 awards won regionally since 1986
• 90-strong team of Investment Professionals
• Presence across 9 Asian Markets

*As of 30 June 2024

Visit www.uobam.com.sg

Since 1992, UOB Venture Management Private Limited (UOBVM), a wholly owned subsidiary of United Overseas Bank Limited (UOB), has been providing financing to more than 250 privately-held companies in ASEAN and China, through direct equity investment. UOBVM, together with UOB, has understanding of Asian markets, corporate culture and business mindsets, which is matched by few.

Over the years, UOBVM has built a strong team — with its core team having worked together for the last 15 years, and a wider team with diversified experience in business, engineering, life science, finance and accounting, M&A, corporate advisory and audit. These diverse experiences and qualifications, coupled with local presence in Singapore, Indonesia, Vietnam and China allows UOBVM to build a substantial network and a continual deal flow that evaluates more than 1,000 companies in the ASEAN-China economic growth region each year.

UOB Venture Management Private Limited (UOBVM) is the Singapore-based, wholly-owned private equity subsidiary of the UOB Group. Established in 1992, it has its headquarters in Singapore, with subsidiary office in Shanghai, China. Since its inception, UOBVM has been making direct investments in the Asia Pacific region.

Visit www.uobvm.com.sg

ALLIANCES & JOINT VENTURES

Horizon Kinetics LLC (Horizon Kinetics) founded in 1994, is a wholly owned subsidiary of Horizon Kinetics Holding Corp (“HKHC”) is an OTC Pink listed, owner-operator company. Horizon Kinetics adheres to a long-term, contrarian, fundamental value investment philosophy that the founders established more than three decades ago at Bankers Trust Company. Horizon Kinetics has over 80 employees, with primary offices in New York City, Summit, NJ and White Plains, New York.

Philosophy

Horizon Kinetics was founded on the belief that a short-term investment approach, widely adopted with the modernization of financial markets, ultimately produces sub-optimal returns. The Firm believes that investors are better served not by taking more risk, but by extending their investment time horizon, which affords far wider ranges of opportunity and valuation than are available to time-constrained institutional investors. The startling degree of return possibility ignored by a short-term focus is most easily seen in the Equity Yield Curve. Much like the more familiar bond yield curve, the equity yield curve illustrates the degree of disinterest by most investors in returns that seem too far away; phrased alternatively, it is a depiction of time risk as those investors see it.

And while all acknowledge the tremendous power of compounding, practically speaking (and by definition) this benefit simply cannot be harnessed in a short time frame. Their investment strategies – supported entirely by in-house independent, fundamental research – typically reflect contrarian views that seek to take advantage of the short-term focus of the marketplace.

Investment Research

Publishing research has been the cornerstone of the Firm’s investment process. Horizon Kinetics believes that requiring research analysts to frame their investment ideas in writing helps avoid the common behavioral finance error of adjusting one’s investment thesis in response to short-term market price fluctuations. The Firm’s research team produces a variety of research publications for the institutional investment community covering undervalued and often systematically mispriced classes of securities. They focus on predictive attributes of a security or sector, qualities that are suggestive of rewarding future returns, ranging from global spin-offs, owner-operators, dormant assets to distressed debt.

Investment Strategies

With a long-term absolute return mindset, and based on first-hand research, the Firm’s portfolios tend to be concentrated and avoid tracking or mimicking any benchmark or index. An investment and research process that is de-linked from the standard short-term relative-return benchmarking that leads to crowd-investing behavior should be expected to produce returns that are generally less correlated with other managers and funds. Accordingly, the Firm’s strategies might be considered diversifying elements within broader asset allocations. Horizon Kinetics offers separately managed accounts, mutual funds and alternative investment products suitable for individual and institutional investors, through its wholly owned registered investment adviser, Horizon Kinetics Asset Management LLC. These include the Kinetics Mutual Funds, the Horizon Kinetics Exchange Traded Funds and UCITCS Fund, a series of open-end registered investment funds.

Visit www.horizonkinetics.com for additional information on Horizon Kinetics.

The Hampshire Companies LLC (“Hampshire”), headquartered in Morristown, NJ, is a privately held, fully integrated real estate firm, real estate developer, real estate investment fund manager and Registered Investment Advisor, which has decades of hands-on experience in acquiring, developing, leasing, repositioning, managing, financing, and disposing of real estate. It has approximately 60 full-time employees that operate the diversified investment platform, which helps to drive investment results from its broad experience in multiple commercial real estate asset classes, including industrial, retail, self-storage, and multifamily.

Hampshire prides itself on its vertically integrated business platform. Having an in-house team of dedicated professionals helps to streamline all aspects of a project from acquisition to financing to development and construction to operating and ultimate disposition. An integrated business model enables Hampshire to be nimble and act quickly, actively manage the project ensuring exclusive control, and provide a high level of service to its investors.

Hampshire has depth of local market and regional expertise. Hampshire’s Registered Investment Adviser manages several funds and direct investment vehicles with approximately $800 million of assets under management. Hampshire also has joint venture relationships with several large corporate and institutional investors.

Visit www.hampshireco.com.

Eagle Rock Properties is a full-service real estate firm offering investment management, property management and construction management services. Eagle Rock focuses primarily on rental apartment communities in the Northeast and Mid-Atlantic regions of the U.S. Under the leadership of Eagle Rock’s founders Mark Seelig, Adam Seelig and James Hausman – who have owned and managed properties for more than 25 years – Eagle Rock Properties has become an industry leader.

Eagle Rock Properties and its affiliates have raised over $700 million in high-net worth, family office and institutional capital for multifamily investments. Eagle Rock Properties operates approximately $1.3 billion of multifamily assets and approximately 7,000 rental apartment units across 5 states in the Northeast and Mid-Atlantic regions of the United States. Eagle Rock Properties’ property management firm, Eagle Rock Management, is exclusive to properties which are owned by various Eagle Rock investment vehicles and Eagle Rock Properties’ investment Manager, Eagle Rock Advisors, performs investment and asset management functions for those assets. The main offices of both Eagle Rock Advisors and Eagle Rock Management are located in New York. Together, they employ over 200 individuals dedicated to creating value on behalf of investors.

Visit www.eaglerockproperties.com.

FRANCHISE MANAGEMENT ASSOCIATES LLC

The FMA executive team is comprised of a highly seasoned and committed group of professionals with deep experience in Hospitality, Franchising, Pet Hotel Construction, Hotel Marketing as well as  Real Estate and Development. The Team has worked together to successfully build and exit a range of businesses over a period of years.

O2 Capital is a European real estate investment advisory firm founded in 2017 with offices in Paris and Lisbon. O2 structures financing solutions for real estate professionals focusing on debt and debt-like products, backed by all types of real estate assets, including senior loans, junior loans and preferred equity.

Since inception, it has structured in excess of 40 loans with more than €150 million of capital deployed.

Visit: www.o2am.com