Summary

While the local bourse's performance was rather soft in August 2026, with the FBM KLCI and FBMSCAP recording gains of 0.1% and 2.6% respectively, our Large- and Small-cap portfolios recorded higher gains of 4.9% and 7.6% respectively. Cumulatively, our Large-, Small-, and Combined portfolios managed to outperform the broader indices, recording 39.9%, 49.7%, and 47.2% in returns since inception.

Factor strategy and performance

Our strategy integrates quality and momentum factors. The momentum score is derived from the price change over 6 and 12 months, while the quality scores result from a combination of financial ratios. Since the inception, most of the picks were able to deliver better results as compared to the average benchmark returns

Added stocks: 99SMART, WPRTS, KMLOONG, SCICOM, KEEMING, INFOM, CHB, HIBISCS, KOBAY

Removed stocks: KPJ, HLIND, GASMSIA, IOIPG, PEKAT, EXSIMHB, DUFU, DRBHCOM, SPTOTO