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By using this site you represent and warrant that you are an accredited investor or institutional investor as defined in the Singapore Securities and Futures Act (Chapter 289). In using this site users represent that they are an accredited and/or professional investor and use this site for their own information purposes only. https://sso.agc.gov.sg/Act/SFA2001
This site and the information included herein is for general information purposes only and does not constitute an offer or solicitation to subscribe in the funds or products referred herewith. This site does not constitute investment advice or counsel or solicitation for investment in any fund, products or services. The content of this website should not be regarded as investment advice or financial product advice and should not be relied upon as such. In making any investment decision, prospective investors must rely on their own examination of the merits and risks involved. The information contained in this document is subject to change without notice. It is not intended for public use or distribution. Any research or analysis used to derive, or in relation to, the information has been procured from sources deemed reliable by FAM for its own use, without taking into account the investment objectives, financial situation or particular needs of any specific investor. To the best of its knowledge and belief, FAM considers the information contained herein as accurate as at the date of publication.
The funds mentioned in this website are suitable for professional or institutional investors only. All investment involves risk and past performance is not indicative of future results. Our investment management services relate to a variety of investments, each of which can fluctuate in value. The value of funds and portfolios we manage may fall as well as rise, and the investor may not get back the full amount originally invested. The loss on realization or cancellation may be very high including total loss of investment, as the value of such an investment may fall suddenly and substantially. Any projections or forward-looking statements are not necessarily indicative of future or likely performance.
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致投资者信
感受风向
市场就和大自然一样，它的风向和强度随时都处于变化之中，有时让投资者感觉良好，有时却让他们深陷痛苦。然而，有经验的投资者就像老道的海员一样，明白这样的力量是无法避免的。但他们会利用到一种隐匿但更强大的力量——洋流，从而顺利到达目的地。
海面之下，蕴藏着更强劲的力量
市场有风向，也有它自己的洋流。虽然它看不见摸不着 ，但它却是一种重复的、持续的、可预测的运动模式，航海者可以通过不断的学习，并依此安排他们的航程。我们的任务是研究市场中的洋流，并基于此让我们的投资组合乘上这些涌动在波涛之下的巨大暗流。
我们需要加以利用的“洋流”，到底是什么?
估值周期就是一个例子。乐观情绪可以推动市场反弹，在短时间内创造巨大的财富。另一方面，悲观情绪往往压低价格，但提供了有吸引力的买入机会。了解市场如何在极端之间波动，可以让我们在正确的地方寻找机会。
为什么说洋流对我们有用？
就像海员一样，研究和利用估值周期可以帮助我们乘风破浪，成功地驾驭市场——我们利用估值峰值来减少在吸引力欠缺的领域投资，而利用估值低谷来增加未来能提供更好风险回报比的领域投资。
我需要干等十年以待估值低谷的出现吗?
如果投资者能将投资机会覆盖到其他市场，便不需要等待几乎每个市场都存在长估值周期。这意味着机会不断涌现，能助力我们做好多元化投资。