DCG Low Risk Balanced Fund

Daniel has over 30 years of investment management experience having served as Chief Investment Officer at UOB Asset Management and Lion Global Investors, two of Singapore’s largest asset management firms. From 1986 to 2004, Daniel was the Managing Director and Chief Investment Officer at UOBAM where he played a key role in establishing UOBAM as one of Singapore’s leading investment management firms. At the time of his departure, UOBAM was managing over $20 billion of assets and was Singapore’s most awarded fund manager.

After leaving UOBAM, Daniel was appointed Chief Executive Officer at Straits Lion Asset Management (SLAM) to establish the new asset management arm of the OCBC group through the merger of SLAM and OCBC Asset Management. The merger resulted in the creation of Lion Capital Management (subsequently renamed Lion Global Investors in 2008) which Daniel ran as CEO until his departure in November 2010 and as CIO until October 2009.

Daniel holds a Bachelor of Business Administration Degree from the National University of Singapore.

Daniel has served on various Investment Committees in Singapore including the Nanyang Technological University (2004 to 2013), People’s Association (2005 to 2012), the Methodist Church of Singapore (as Chairman, 2005 to 2012) and the Methodist Schools Foundation (as Chairman, 2005 to 2013). He is currently serving on the National Council of Churches of Singapore as Finance Chairman (since 1998) and as Chairman of the Investment Committee of Singapore Bible College (since 2008).

From 2000 to 2004, Daniel was the Chairman of the Investment Management Association of Singapore. In 2009, the Institute of Banking and Finance conferred on Daniel the “Distinguished Financial Industry Certified Professional” award.

Milton joined DCG Capital as Senior Research Director in 2020 to lead the firm’s Greater China research in Hong Kong. He has been in the finance / investment industry for over two decades.

From 2008 to 2019, he was a Managing Director of Lockheed Martin Investment Management Company, the award-winning multi-billion pension fund of the eponymous manufacturer. He led a coterie of fundamentals-driven professionals to build the Asia office from scratch, overseeing investments in this region. This included not only formulating the investment strategies, but also managing the in-house funds and seeking outstanding money managers in Asia.

Milton also set up, in Hong Kong, the Greater China investment office for Dow Chemical’s US pension (from 2005 to 2008), managing an equity portfolio and finding fund managers that shared the Benjamin Graham / Warren Buffett philosophy of investing. Milton’s prior experience to this included being part of a group that built the Equity Research team in JPMorgan into an industry-acclaimed team for both sector (Regional Utility) and country (HK / China), as well as a stint as a commercial banker in Citicorp.

Milton holds an MBA with Honors from The Wharton School (University of Pennsylvania), majoring in Finance and Banking – and tutoring its International Finance course during the time. He also has a Masters in Journalism from the Hong Kong University and a Bachelor’s in Computer Science and Information System (with 2nd Upper Honors and a thesis on parallel computing) from the National University of Singapore, as well as an accounting diploma from ACCA.

Ming-Wai joined DCG Capital as Research Director in 2020 to build the Greater China research office in Hong Kong. She has more than 10 years of experience in Asian Equities.

Ming-Wai began her investment career in 2007 as a research analyst in Munich with Aequitas GmbH, an investment arm of Allianz SE focusing on European large market capitalization stocks.

From 2008 to 2019, she was Senior Investment Analyst and then Portfolio Manager of Lockheed Martin Investment Management Company, the multi-billion pension fund of the eponymous manufacturer. She not only helped build the regional office from scratch but also contributed to the fund winning the industry-acclaimed Institutional Investor award in 2009 and 2015. Her roles included co-managing the in-house equity funds (including China & Japan), co-leading research projects with the HQ, and identifying outstanding fund managers in this region.

Ming-Wai holds a Bachelor of Commerce (Accounting and Finance) from the University of Queensland, Australia, as well as a Master of International Relations from the University of Hong Kong. She has also taken courses in Quantitative Finance, as well as a program in Machine Learning from the Massachusetts Institute of Technology.