Corporate Registration: June 19, 2019 Private General Collective Investment Fund Business
(FSS) October 20, 2019 Authorized Foreign Exchange Institution (BoK)
December 2, 2019 Investment Advisory & Discretionary Investment Management (FSS) December 21, 2021
Address
1402, S-trenu, 37, Gugje-geumyungro 2-gil, Yeongdeungpo-gu, Seoul
“ *AUM is based on NAV sum and does not include leverage”
INVESTMENT PHILOSOPHY
The foundation of asset management is, first and foremost,
trust with clients.
We align the interests of clients, employees, and
shareholders, and will uphold the principle of good faith and
trust with our clients.
We strive tirelessly to read the changes of the world, find strong companies, and build a living portfolio.
[
We define a "strong company" as one that is: Structurally
Growing | In a State of Excess Demand | In Turnaround
]
01
Weighting & Timing
Maintain the optimal portfolio through relative comparison of existing holdings and potential candidates. Pursue capital efficiency through appropriate entry timing.
02
Good Industries
Pursue mid- to long-term compound returns in structurally growing industries
03
Business Model
Businesses that deliver special value to customers & derive
repeated purchases. Moats, and competitive intensity
04
Valuation
Company's value in consideration of current interest rates
and market valuation
05
Management
Management capable of responding sensitively to changes in
the environment
The foundation of asset management is, first and foremost,
trust with clients.
We align the interests of clients, employees, and
shareholders, and will uphold the principle of good faith and
trust with our clients.
We strive tirelessly to read the changes of the world, find
strong companies, and build a living portfolio.
[
We define a "strong company" as one that is: Structurally
Growing | In Turnaround In a State of Excess Demand
]
01
Weighting & Timing
Maintain the optimal portfolio through relative comparison of existing holdings and potential candidates,
Pursue capital efficiency through appropriate entry timing
02
Good Industries
Pursue mid- to long-term compound returns in structurally growing industries
03
Business Model
Businesses that deliver special value to customers & derive repeated purchases. Moats, and competitive intensity
04
Valuation
Company's value in consideration of current interest rates and market valuation
05
Management
Management capable of responding sensitively to changes in
the environment
COMPANY VISION
One person's dream is a mere dream, but everyone's dream becomes reality.
— Genghis Khan
[
Our vision for Wisdom Asset Management is as follows
]
01
A trusted and long-running asset management company
02
Open to learning and taking on new challenges
03
An appropriate scale of assets with clients who trust us
04
Employees achieve a high level of financial freedom
05
A place of happy self-actualization
One person's dream is a mere dream, but everyone's dream
becomes reality. - Genghis Khan
[
Our vision for Wisdom Asset Management is as follows
]
01
A trusted and long-running asset management company
02
Open to learning and taking on new challenges
03
An appropriate scale of assets with clients who trust us
04
Employees achieve a high level of financial freedom
05
A place of happy self-actualization
Mission
[
We are committed to fostering top talent, empowering them with autonomy, and rewarding excellence
]
Mission
[
The reason why we exist is because we always learn
Looking for better investment opportunities,
Share your achievements with the members To continue as a satisfactory investment firm
