Our Track Record

• CDAM has consistently outperformed the MSCI Malaysia since its inception.
• From 27 April 1998 to 30 Sep 2024, CDAM achieved an impressive compound returns of 10.61% per annum versus a return of 3.28% for the MSCI Malaysia.
• From 1997 to 2023, CDAM has only recorded six years of negative return in 2008, 2013, 2014, 2015, 2018 and 2022.

CDAM’s clients include individuals, reputable corporations and institutions. Table 1 below shows the latest performance measurement of CDAM and MSCI Malaysia Index.

Table 1: Annual Compounded Rate of Return (April 1998 – Sep 2024)

Figure 1: Annual Compounded Rate of Return (April 1998 – Sep 2024)

During bull markets, all fund managers can perform well. The difference between a good fund manager and a lousy fund manager can only be seen during bear markets. As we all know, you will only know who is swimming naked when the tide goes out as the figure 2 below shows.

 Figure 2: Annual Rate of Return (April 1998 – Dec 2023)

The figure 3 below shows a comparison between the performance of CDAM and MSCI Malaysia from April 1998 to Jan 2024. If an investor opened an account worth RM100,000 with CDAM in April 1998, by Sep 2024, the investment would have grown to RM1,440,380. But if the investor had invested RM100,000 in MSCI Malaysia, the investment would have only grown to RM234,593.

Even if the investor invested with CDAM during the peak of the market in early 2000, the returns would be slightly more than 5.5 times after 24 years. If someone invested in MSCI Malaysia at the said peak, the investment would only be close to 1.5 times.

Figure 3: Performance of CDAM vs MSCI Malaysia (April 1998 – Sep 2024)

For more information, please contact us at enquiries@cdam.biz.

Disclaimer

The performance of CDAM for the period 27 Apr 1998 to 31 Dec 2016 has been independently verified. The performance of CDAM for the period 1 Jan 2017 to 30 Sep 2024 is believed to be reliable, but has not been independently verified. Past performance and any forecast are not necessarily indicative of future or likely performance.

Our company’s philosophy can be summed up as Independence, Intelligence and Integrity.

CDAM practises and recognises the importance of “Independence”, “Intelligence”, and “Integrity” in the provision of its fund management services.

Independence of thought and action comes naturally at CDAM. This is because CDAM is not associated with any financial institutions, large corporations or government organisations, thus preventing conflicts of interest. With a clear focus, its efforts are concentrated on providing the best possible fund management service.

CDAM does not act on tips, rumors, hearsay, etc., but only on an intimate knowledge of investments, based on intelligent and objective analysis.

While it sounds abstract, CDAM believes that integrity will, in the long run show in the investment returns that its clients receive.

Anchored on the values of these 3 ‘I’s, CDAM has gradually and successfully built up its recognition and reputation in the investment industry, locally and regionally. The persistent application of the 3 ‘i’s philosophy holds the key to CDAM’s consistent success in the stock market.

1. Mr Tan Teng Boo

Mr Tan Teng Boo, aged 70, is the Managing Director of Capital Dynamics Asset Management Sdn Bhd.

He is also the Designated Person of icapital.biz Berhad, a closed-end fund listed on Bursa Malaysia Securities Berhad since October 2005.

Mr Tan is a Fund Manager and holds the Capital Markets Services Representative’s Licence Holder for the regulated activity of Fund Management. He has over four decades of experience in the capital markets. He holds an honours degree in Economics from Sussex University, England. He is also an Adjunct Professor and Industry Fellow of University of Technology Sydney (UTS).

2. Dato’ Dr Tunku Sara Binti Tunku Ahmad Yahaya

Dato’ Dr Tunku Sara Binti Tunku Ahmad Yahaya was appointed to the Board of Directors on 20 April 2020. Dato’ Dr Tunku Sara Binti Tunku Ahmad Yahaya is a medical specialist by training. She is an Honorary Professor at the University of Malaya (UM) and Director of the National Orthopaedic Centre of Excellence in Research and Learning (NOCERAL) at the Faculty of Medicine, UM.

She graduated from the Royal Free Hospital School of Medicine, University of London in United Kingdom in 1982 and further pursued her Fellowship of the Royal College of Surgeons (FRCS Glasglow) qualification in 1998.

Dato’ Dr Tunku Sara Binti Tunku Ahmad Yahaya started her career as a Consultant Orthopaedic Surgeon and an academic staff of University Malaya, Malaysia’s premier university since 1984. She was the Head of the Orthopaedic Surgery Department, Faculty of Medicine, University Malaya from 1999 to 2012. Dato’ Dr Tunku Sara Binti Tunku Ahmad Yahaya was appointed as the Head of Unit for the upper limb and reconstructive microsurgery since 2000. She is a registered Specialist in Orthopaedic Surgery under the National Specialist Register.

Dato’ Dr Tunku Sara Binti Tunku Ahmad Yahaya has co-authored numerous medical journals and has been active in providing consultancy for research/ innovative projects, clinical trials within her area of expertise.

3. Mr Tan Yuen-Lin

Mr Tan Yuen-Lin was appointed to the Board of Directors on 9 April 2013. He obtained a Bachelor of Science in Computer Science with a minor in English from Carnegie Mellon University in 2004, and a Master of Arts in Buddhist Classics from Dharma Realm Buddhist University in 2017.

Mr Tan Yuen-Lin started his career with VMware Inc. in June 2004. At VMware, he served as a Senior Member of Technical Staff. In October 2008, he joined VSee Lab Inc. where he eventually served as Director of Engineering until July 2015. He currently serves as the Associate Dean of Campus Life at Dharma Realm Buddhist University.

He is the son of Mr Tan Teng Boo.

4. Ms Tan Mun Lin

Ms Tan Mun Lin was appointed to the Board of Directors on 15 June 2017.

Ms Tan currently serves as Executive Director and Fund Manager (CEO’s Office) and holds a Capital Markets Services Representative’s Licence for the regulated activity of Fund Management.

Ms Tan started her career in Capital Dynamics Sdn Bhd as Executive Assistant to CEO (Investment Research) in September 2009. She assisted the CEO in local and global research and analysis, besides supporting the CEO in supervising and managing the research team.

Ms Tan graduated from the University of Sydney with a Bachelor of Commerce (Major in Finance) in 2007 and a Bachelor of Laws in 2009.