Talis Asset Management shows its performance in 2019, growing leaps and bounds by 131% from institutional clients that continue to come in. Push total assets beyond 13 billion baht, aiming for 2020 growth of more than 50% or AUM of approximately 20,000 million baht, launching the Year of the Rat strategy. I would like to share my share of LTF money in the system, Mr. Chatpee Tantichalerm, Chief Executive Officer. Talis Asset Management Company Limited revealed that although in 2019 the Thai stock market faced continued volatility throughout the year. But there are still some investors who see the opportunity and use it as a time to invest with the goal of creating long-term returns. Plus confidence in the fund manager team of Talis Asset Management. Continuing to formulate investment strategies in the Thai stock market, making 2019 a year of rapid growth. Its total assets under management (AUM) at the end of 2019 totaled 13,076 million baht, an increase of 131% from total assets of 5,664 million baht in 2018. This growth Mainly comes from the expansion of the private fund business. which has a proportion of 83% of total assets There is also an increase in trust from foreign institutional clients. As a result, at the end of 2019, private funds investing in Thai stocks had total assets of 11,984 million baht, increasing from 4,529 million baht from 2018. At the same time, Private fund that focuses on investment strategies in dividend stocks and REIT securities. Still making outstanding returns Throughout the year 2019, it was able to make a return of up to 15.72%, compared to the total return of the SET Index that increased only 4.29%. iq0f34c4e91ea13f01af31d0ecc67d8996-0 "Year 2019 is considered the year that Talis Asset Management has proven to investors. that the investment strategy that the fund manager team has managed throughout the past Can create good returns for investors.



Plus the expertise in investing in the Thai stock market from a team of fund managers with long experience. I believe that it will contribute to making investors trust and be confident in Talis Asset Management and will support more growth for our business in the future," said the Chief Executive Officer of Talis Asset Management. In 2020 Talis Asset Management aims to grow total assets under management to approximately 20,000 million baht, or an increase of approximately 50%, which in addition to the private fund business is the main goal. In terms of mutual fund business There is also a plan to open for switching long-term stock mutual funds or LTF for those who want to switch investment units WhatsApp Number List Currently, Talis Asset Management has 2 LTF funds under management, which consist of Talis Long-Term Stock Fund. (TLLTFEQ) and Talis DIVIDEND STOCK long-term stock dividend fund (TLDIVLTF-D). Mr. Prapas Tanphibunsak Chief Investment Officer of Talis Asset Management revealed his investment perspective in 2020 that, overall, we believe that the world economy will gradually improve. Recovering from last year Although initially it may be affected by the coronavirus, as for investing in the Thai stock market, Talis Asset Management expects that this year's SET Index will fluctuate in the range of 1,500 - 1,750 points (P/E of 15 - 17.5) Under the EPS growth forecast of approximately 10%, businesses that Talis Asset Management is interested in in 2020-2021 will be groups that will have a continuous net profit growth rate.




 can easily estimate profits, namely commercial groups, financial groups, etc. and transport-air group However, the development of the trade war Concerns about war and terrorism Including the spread of the coronavirus disease. including the effects of drought factors And the spending of the 2020 budget that may be delayed is still a factor putting pressure on the Thai stock market in the first half of the year. Meanwhile If interest rates in 2020 in Thailand tend to decrease further, this will be positive for the Thai stock market as well. If the interest rate decreases 0.25% will cause the SET Index target to increase by 70-80 points. If the estimated net profit of listed companies is reduced by 4%, it will offset the positive effect from a 0.25% decrease in interest rates as well. "Factors that will support the SET Index to go up." Partly because in the past year 2019, the Thai stock market rose less than the global stock market due to poor economic growth trends and operating results. Plus the trend of interest rates decreasing. It is believed that the money will come from the increase in liquidity around the world. will shift to investing in more risky assets This will be one factor that helps support the increase in the world stock market. Including the Thai stock market," Mr. Prapas said. * Investing in equity mutual funds may involve risks from fluctuations in security prices. Investors, please understand the product characteristics, return conditions, and risks of the said mutual funds before deciding to invest. Past performance It is not a confirmation of the results.