Singapore-based boutique asset management firm

River Valley Asset Management

River Valley Asset Management is a Singapore-based boutique asset management firm. Our team at RVAM strongly believes in being a trusted steward of our clients' wealth across generations.

Each of our fund managers has years of rich portfolio management experience over multiple market cycles at world-class investment houses. We bring our clients the combined strength of our investment team to manage their financial portfolios and to provide bespoke guidance on all aspects of their financial health.

We offer multi-asset class expert investment advice to accredited investors who are family offices, high net worth individuals and institutional investors to preserve and grow our clients' wealth.

The fund management team of the company includes Homiyar Vasania, Anand Ramachandran and Jamshed Desai.

Volatility, Debt Burden and Investment Strategy

Reading Markets : Steady Growth with Non-Linear Risks

Partner, River Valley Asset Management

Partner

Thematic (Sector/Industry)

<p>What a year 2017 has been! We started the year with a lot of trepidation about the impact of political risks, protectionism and the unquantifiable impact of changing focus in the US. But broadly we expected reasonable returns in a stable rate environment with an improving growth outlook. We closed the year with returns above our expectations in an environment of synchronized global growth recovery. As we evaluate the landscape for 2018, market optimism abounds, reflected in stretched valuations in some segments, but the narrowness of last year’s rally presents opportunities to cherry pick companies with good cash flows still trading at attractive valuations. However, it may not be a smooth ride as volatility is likely to rear its head this year and the gap between risks associated with continuing policy uncertainty and optimism as reflected in valuation and low vols poses repricing risk in global financial markets. As investment managers, our key focus for 2018 would be to manage downside risk.</p>

What a year 2017 has been! We started the year with a lot of trepidation about the impact of political risks, protectionism and the unquantifiable impact of changing focus in the US. But broadly we expected reasonable returns in a stable rate environment with an improving growth outlook. We closed the year with returns above our expectations in an environment of synchronized global growth recovery. As we evaluate the landscape for 2018, market optimism abounds, reflected in stretched valuations in some segments, but the narrowness of last year’s rally presents opportunities to cherry pick companies with good cash flows still trading at attractive valuations. However, it may not be a smooth ride as volatility is likely to rear its head this year and the gap between risks associated with continuing policy uncertainty and optimism as reflected in valuation and low vols poses repricing risk in global financial markets. As investment managers, our key focus for 2018 would be to manage downside risk.

2017 : The Year that Was and the Way Forward