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Philequity Management Inc.


Philequity Management, Inc. is an asset management company, which was Incorporated in 1994. They currently manage five open-end mutual funds: Philequity Fund, Philequity Peso Bond Fund, Philequity PSE Index Fund and Philequity Dollar Income Fund and Philequity Dividend Yield Fund.



Company Profile


Philequity Management Inc. is an investment management company which was established in 1994 for the purpose of achieving consistent and long-term above average returns for its investors. As of May 2014 Philequity has five funds with a total of 10.9 billion in Assets under Management and about 12,400 shareholders coming from diverse backgrounds, from institutions, professionals to overseas Filipino workers and their families. Philequity Management, Inc. is 51% owned by Vantage Equities, a PSE listed company which strategically invests in companies operating in the financial industry. Philequity Management was founded by a group of stock brokers in order to manage the flagship fund, Philequity Fund. Philequity Management, Inc.’s Investment Committee is composed of Mr. Wilson Sy, Mr. Roberto Lorayes, Mr. Edmundo Bunyi, Jr. and Mr. Jerome Gonzalez. Based on research reports from the research department and economic indicators from the Philippines as well as from developed countries, the committee then comes up with strategic investment ideas for each of the funds. This strategy has worked well since Philequity’s flagship fund, Philequity Fund has consistently outperformed the Philippine Stock Exchange (PSEi).


Since Philequity Fund’s inception in 1994, it has built a consistent track record of investment outperformance and has been recognized by the Philippine Investment Funds Association (PIFA) by awarding Philequity Fund 1st place in the 10-year return category for seven consecutive years since PIFA began giving awards in 2006. Also awarded with 3rd place in the 1-year return, 3-year return and 5-year return for the year 2012. Likewise Philequity PSE Index Fund (PPSE) garnered 3rd place in the 10-year return category for 2012 while Philequity Peso Bond Fund (PPBF) placed 2nd in the 5-year return category and 3rd place in the 3-year return category for the year 2012. Finally, Philequity Dollar Income Fund (PDIF) placed 1st in the 10-year return category, 2nd place in the 5-year return category, and 3rd place in the 1-year return category for the year 2012. For a complete list of our awards, you may visit our website at



Mission Statement


We are an investment management company committed to helping investors achieve long-term financial goals.

Vision Statement


We will be the preferred investment management company of our target customers seeking the best-managed funds and excellent customer service.

Board of Directors


Roberto Z. Lorayes
Roberto Z. Lorayes
Chairman of the Board

Mr. Lorayes is the Chairman of the company. He is also the Director of Vantage Equities, Inc. and ebusiness Services, In c. In the past he served as Chairman of the Philippine Stock Exchange and Investment Companies Association of the Philippines. He also served as President of Manila Stock Exchange, UBP Securities, Citicorp, Scringeour, Vickers, and a Director of Philippine Central Depository. He received his Bachelor of Science in Commerce degree and Bachelor of Liberal Arts degree in De La Salle University. He holds a Masters degree in Business Management from Ateneo de Manila University.



Edmundo Marco P. Bunyi, Jr.
Edmundo Marco P. Bunyi, Jr.
President

Mr. Bunyi is curr ently the President of the Company. He is also the President and Chief Operating Officer of Vantage Equities, Inc. and President and Chief Executive Officer of eBusiness Services, Inc. At the same time, he is the Director of Yehey! Corporation. He is the former Senior Vice President and Treasurer of International Exchange Bank, Assistant Vice President and Head of FCDU & FX Sales of United Coconut Planters Bank, Assistant Manager for Corporate Banking Group of Far East Bank and Trust Company, and Assistant Manager for the Corporate Banking Department of Union Bank of the Philippines. He holds a degree in Management Engineering from the Ateneo de Manila University.



Joseph L. Ong
Joseph L. Ong
Treasurer

Mr. Ong is the treasurer of the Company. In 2003, he became a director of Philequity. Previously, he was connected with Exxon Chemicals serving various functions in sales, marketing, audit, and logistics operation both here and abroad. Currently, he is engaged in the import and distribution of industrial chemicals. Mr. Ong holds a degree in Chemical Engineering, magna cum laude, from De La Salle University.



Antonio R. Samson
Antonio R. Samson
Independent Director

Mr. Samson is the Independent Director of the Company. He is also the Independent Director of Vantage Equities, Inc. and Yehey! Corporation and the Director of eBusiness Services, Inc. Concurrently, he is the President of the Manila Chamber Orchestra Foundation and the Metropolitan Museum and the Chairman of the Advertising Foundation. He is also a columnist of Business World and Business Day Magazine. He holds a Bachelor’s degree in Economics from the Ateneo de Manila University and Masters of Business Administration from Asian Institute of Management.



Gregorio T. Yu
Gregorio T. Yu
Independent Director

Mr. Yu is the Independent Director of the Company. He is also the Independent Director of Vantage Equities, Inc. and Yehey! Corporation. At the same time, he is the Director of the following companies: eBusiness Services, Inc., Philippine Airlines Inc., and Yehey! Corporation. Concurrently, he is also the chairman of the following companies: CATS Motors Inc., CATS Asian Cars Inc. and CATS Automobile Corp. Also, he is also the Trustee of the Government Service Insurance System as well as a Trustee of Xavier School, Inc. and Xavier School Educational and Trust Fund, Inc. He graduated from De la Salle University with a Bachelor of Arts in Economics, summa cum laude. Mr. Yu holds a graduate degree in Business Administration from Wharton School, University of Pennsylvania where he was in the Director’s Honor List.



Willy N. Ocier
Willy N. Ocier
Director

Mr. Ocier is a Director of the Company. He is also a Director of the following companies: Ebusiness Services, Inc., Yehey! Corporation and Vantage Equities, Inc. At the same time, he is also the Chairman and President of Pacific Online Systems Corporation and serves as Vice Chairman of Belle Corporation and Co-Vice Chairman of Highlands Prime, Inc. Concurrently, he is the Chairman of the Boards of the following corporations: APC Group, Inc., Sinophil Corporation, Premium Leisure and Amusement, Inc, Tagaytay Midlands Golf Club, Inc. and Aragorn Power and Energy Corporation. He earned his Economics degree from the Ateneo de Manila University.



Valentino C. Sy
Valentino C. Sy
Director

Mr. Sy is a Director of the Company. He is also the Chairman and Chief Executive Officer of Vantage Equities, Inc. and Chairman of eBusiness Services, Inc. and Yehey! Corporation. Concurrently, he is the Director of Wealth Securities and the President of Equinox International Corp and Wealth Securities. He holds a degree in Industrial Management Engineering from the De La Salle University.



Wilson L. Sy
Wilson L. Sy
Director

Mr. Sy is a Director of the Company. He is the Vice Chairman of Asian Alliance Holdings, Corp. and Director of Vantage Equities, Inc.; eBusiness Services, Inc., Yehey! Corporation, Xcell Property Ventures, Inc., and Monte Oro Resources & Energy, Inc. Mr. Sy is also an Independent Director of the reporting corporations: The Country Club at Tagaytay Highlands, Inc., Tagaytay Highlands International Golf Club, Inc., Tagaytay Midlands Golf Club, Inc., and The Spa and Lodge at Tagaytay Highlands. He was a former Chairman of the Philippine Stock Exchange, Inc. He holds a degree in Management Engineering from the Ateneo de Manila University.



Washington Z. SyCip
Washington Z. SyCip
Director

Mr. Sycip is a Director of the Company. He is the founder of the SGV Group. He is the Chairman of the Board of Trustees and Board of Governors of the Asian Institute of Management and Honorary Chairman of the Euro-Asia Centre of INSEAD. He is a member of the Board of Directors of a number of major corporations in Asia. Mr. Sycip graduated with a Bachelor of Science in Commerce (Summa Cum Laude) and Master of Science in Commerce (Meritissimus) from University of Santo Tomas. He also received a Master of Science in Commerce degree from Columbia University in New York.



http://www.philequity.net