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ATR KimEng Asset Management Group


The ATR KimEng Asset Management Group (ATR AM or ATR AM Group) operates through ATR KimEng Asset Management, Inc. (ATR AM MF) and the Trust Department of Maybank ATR Kim Eng Capital Partners, Inc. (Maybank ATR KE Capital - Trust). In 2009, the ATR KE Group decided to expand its presence in the fast growing domestic asset management industry by forming a dedicated business group called ATR KimEng Asset Management Group (ATR AM or ATR AM Group). This group, comprised of ATR AM MF and Maybank ATR KE Capital - Trust, manages portfolios consisting of mutual funds, trust assets, insurance portfolios, and real estate for proprietary and third party clients.




Maybank ATR KimEng Capital Partners, Inc. - Trust Dept. (Maybank ATR KE Capital - Trust)


ATR AM's trust business (Maybank ATR KE Capital - Trust) is housed under Maybank ATR Kim Eng Capital Partners, Inc. which offers investment management products and services to individual and corporate clients. Maybank ATR Kim Eng Capital Partners, Inc. is a full-service investment bank, focused on capital raising (equity and debt), debt restructuring, financial advisory, mergers and acquisitions, and direct equity investments.


ATR KE Capital was incorporated as Peregrine Capital Philippines, Inc. on September 4, 1990 to engage in corporate finance and financial and investment advisory services. In September 1993 the company obtained a license from the SEC to operate as an investment house, and in September 1997, the company was granted a trust license by the Bangko Sentral ng Pilipinas (BSP), allowing it to provide trust and asset management services.


ATR KimEng Asset Management, Inc. (ATR AM MF)


ATR KimEng Asset Management, Inc. (ATR AM MF) was established in July 1995 as the Mutual Fund Management Co. of the Phils. (MFMCP) by the Clemente Fund Management Asia Ltd. to serve as investment adviser, principal distributor and administrator of the Mutual Fund Company of the Philippines also known as the “Kabuhayan Fund”. In 2003, Maybank ATR Kim Eng Capital Partners, Inc. purchased an 83% stake in MFMCP from some of the original shareholders thereby gaining control of the company.


ATR AM MF is currently the investment manager for seven (7) mutual funds registered with the Securities and Exchange Commission (SEC):

  1. ATRKE Philippine Balanced Fund, Inc.
  2. ATRKE Equity Opportunity Fund, Inc.
  3. ATRKE Alpha Opportunity Fund, Inc.
  4. ATR KimEng AsiaPlus Recovery Fund, Inc.
  5. ATR KimEng Total Return Bond Fund, Inc.
  6. Prudentialife Fixed Income Fund, Inc.
  7. Optima Balance Fund, Inc.

ATR AM MF is also the sub-advisor of the MFMCP-Aizawa Trust Philippine Fund, an offshore fund distributed exclusively in Japan.

MAYBANK ATR KIM ENG CAPITAL PARTNERS, INC. ("MAYBANK ATRKE CAPITAL")


Maybank ATR Kim Eng Capital Partners, Inc. (“Maybank ATRKE Capital”) is a subsidiary of Singapore-based Maybank Kim Eng Holdings Limited (“Maybank KE”), which, in turn, is a wholly owned subsidiary of Maybank IB Holdings Sdn. Bhd., a wholly-owned subsidiary of Malayan Banking Berhad (“Maybank”). Maybank is the largest banking group in Malaysia and is South East Asia’s fourth largest bank by assets. The Maybank Group has an international network of over 2,200 offices in 20 countries, employing 47,000 Maybankers and serving over 22 million customers. It has an asset base of more than USD170 billion with profit after tax and minority interest of USD1.0 billion as of June 2013 and a market capitalization of USD 29 billion.


In 2013, Maybank KE restructured its business in the Philippines to directly own 100% of investment house Maybank ATRKE Capital, which now serves as the investment holding company for all the operating subsidiaries and businesses in the Philippines of Maybank KE.


Maybank ATRKE is strategically focused on three key business segments: capital markets, insurance and real estate. Its businesses include:

  • Investment Banking: Maybank ATR Kim Eng Capital Partners, Inc. (formerly ATR KimEng Capital Partners, Inc.)
  • Stock Broking: Maybank ATR Kim Eng Securities, Inc. (formerly ATR KimEng Securities, Inc.)
  • Asset Management: Maybank ATR Kim Eng Capital Partners, Inc. (Trust Department)
  • Real Estate: ATR KimEng Land, Inc.
  • Group Health: AsianLife and General Assurance Corporation
  • Money Broking: Tullet Prebon Philippines, Inc.




Mission

To deliver to our clients the right investment solutions managed the right way

Vision

Your trusted investment management partner

Management Team


Michael V. Ferrer
Michael V. Ferrer
Managing Director, ATRAM

Prior to ATR AM, Mr. Ferrer spent 16 years with ING gaining experience in portfolio management, corporate banking, risk management, and sales and marketing functions before eventually being named Country Manager and Chief Executive Officer of ING’s asset management business in the Philippines. He successfully built the business from the ground up, into what eventually became the largest foreign fund manager in the country. He then moved up to the post of Regional General Manager for South Asia in ING Investment Management’s Regional Office in Hong Kong, where he developed the investment management and distribution capabilities of subsidiaries in Southeast Asia and the Middle East. He obtained a Bachelor of Science Degree (magna cum laude) in Economics from the University of the Philippines.



Phillip Frederick S. Hagedorn
Phillip Frederick S. Hagedorn
Investment Director – Philippines Equities

Before joining ATR AM, Mr. Hagedorn was Director and Vice President at ATR KimEng Securities, the equity brokerage firm of the ATR KimEng Group, where he handled various domestic and international institutional clients. Prior to this, he was Vice President, Director and Head of Sales at Anscor Hagedorn Securities, where he built a nationwide branch network to cater to retail investors. Mr. Hagedorn obtained a Bachelor of Science Degree in Marketing from Boston College. He is a Certified Investment Solicitor.



Deanno J. Basas
Deanno J. Basas
Investment Director – Fixed Income

Mr. Basas has 18 years experience in Treasury Trading and Asset Management, both in Manila and Hong Kong. In 2008 to 2010, he headed the FX Swaps and Interest Rate Derivatives Desk of ING Bank N.V., Manila Branch, where he was responsible for market-making and proprietary trading in FX swap and interest rate derivative products. He obtained a Bachelor of Science degree (cum laude) in Business Administration and Accountancy from the University of the Philippines.



Julian P. Tarrobago, Jr.
Julian P. Tarrobago, Jr.
Investment Director - International Equities

Mr. Tarrobago has 16 years experience in the capital markets with stints in both the sell side (investment research) and the buy side (portfolio management). Before joining ATR AM, Jun was the Asst. Vice President and equities fund manager of ING Investment Management Philippines. He obtained a Bachelor of Science degree in Management of Financial Institutions from De La Salle University.



Janine V. Sugay
Janine V. Sugay
Head - Strategic Business Management

Ms. Sugay has 20 years work experience in asset management, of which almost 12 years was with ING Bank N.V. Manila Branch (Trust Department). She was part of the Funds Business Team as a product development officer and was later on appointed as Head of Product Development and Marketing Support. She graduated top of her class at the One-Year Course on Trust Operations and Investment Management conducted by the Trust Institute Foundation of the Philippines (then Philippine Trust Institute). She earned a Bachelor of Arts degree in Management Economics from the Ateneo de Manila University.



Melanie C. Grey
Melanie C. Grey
Head - Institutional Business Development

Prior to joining ATR AM, Ms. Grey spent 13 years with ING Bank Manila, holding various positions in Treasury Operations, Risk Management and Sales and Marketing. She spent the last 8 years with ING Bank as a Relationship Manager in ING's Wealth Management Group. She obtained her Bachelor's degree in Accountancy from the University of Santo Tomas. She is a Certified Investment Solicitor.



Andrew P. Caw
Andrew P. Caw
Head - Marketing and Distribution

Mr. Caw has over 15 years of experience in banking and finance. Prior to working in ATR AM, he was the Head of Trust Marketing of Philippine Savings Bank (PSBank). Previous work experience include stints at UnionBank as a Branch Manager; UCPB as a product specialist; PNB as Head of product development for the bank’s retail products; ING Investment Management as the Head of Retail Channel and Marketing. He earned his degree in BSC Management in Financial Institution at De La Salle University.



Ana Confiado - Gavino
Ana Confiado - Gavino
Head - Operations and Administration

Ms. Ana Confiado-Gavino has 20 years’ experience in asset management operations. She joined Citibank Global Asset Management in 1994 and stayed on for 8 years handling fiduciary operations and regional projects. Ana joined ING Investment Management in 2002 where she worked until August 2011 as IIMPH Operations Business Unit Head and Interim CFO. During her stint with IIMPH, she gained experience in implementation and upgrading of accounting systems, development and enhancement of policies and procedures, administration and unit registry of unitized fund products and project management. Ms. Confiado-Gavino was also the lead of the project team that handled the IIMPH's Project Readiness and its eventual sale and migration of IIMPH to BPI Asset Management. She gained additional skills after she moved to JP Morgan Global Service Center in 2011 where she set up the first footprint of the Hedge Fund Services - Accounting Super Center. She graduated from the University of the Philippines in Diliman - Bachelor of Science in Business Administration and Accountancy - Cum Laude.