Investment Committee Members

The Investment Committee is responsible for setting and determining the investment policies/guidelines and strategies of the Funds. They meet on a quarterly basis to discuss investment strategies, asset allocation and stock selection as well as to review and monitor portfolio performance against benchmarks and guidelines.

The following six persons are members of the Investment Committee for all Pacific Mutual's Funds, who also act in consultation with the Shariah Adviser on investment management matters relating to Shariah principles or Shariah-compliant Funds:

Gerard Lee How Cheng^ Chairman, Non-independent Investment Committee Member
  • Gerard Lee was appointed the Chairman of Pacific Mutual on 1 February 2011.
  • Gerard Lee is Chief Executive Officer at Lion Global Investors.
  • Gerard was Chief Investment Officer of Temasek’s Fund Management Division (FMD) from 1999 to 2004. He later became Chief Executive Officer of Fullerton Fund Management Company, a third-party asset management company, which he had transformed from FMD.
  • Before joining Temasek, Gerard had held positions as Deputy Chief Investment Officer at Deutsche Asset Management Singapore, Head of Fixed Income Sales at SBC Warburg Singapore and Head of Government of Singapore Investment Corporation’s New York Office.
  • Gerard, a CFA charterholder, graduated from the National University of Singapore with a Bachelor of Science (Honours) in 1984. He is also an IBF Distinguished Fellow.

James Tan Thian Peng^  Non-independent Investment Committee Member
  • James Tan was appointed a Director of Pacific Mutual on 11 January 2013.
  • James Tan is Chief Operating Officer at Lion Global Investors, overseeing the operations, finance, technology and risk and compliance functions.
  • James has over 23 years of experience in operations and information technology. Prior to Lion Global Investors, he was a director at Credit Suisse where he headed up its Asia Cash Securities Operations. He was previously Executive Director at Morgan Stanley Investment Management Company, the asset management arm of Morgan Stanley, where he oversaw its Asia Pacific operations.
  • James graduated from the National University of Singapore in 1989 with a Bachelor of Accountancy (Honours).

Muhammad 'Azmi bin Mohd Rafai  Non-independent Investment Committee Member
  • He has a vast experience of more than 20 years in research and investment. Prior to joining the Malaysian Armed Forces Co-operative Limited as an investment manager, he had extensive work involvement of more than 5 years with KAF Fund Management Sdn Bhd and Amanah Raya Berhad. During his tenure in both companies, his overall responsibility was to strategically plan, organize, execute and monitor all investment procedures, with the aim to maximise investors’ investment returns.
  • He also worked with Amsteel Securities Sdn Bhd in 1993 as an analyst and institutional dealer upon completing his Bachelor of Science in Business Administration (University of Tulsa, Tulsa, Oklahoma) and later completed his Master of Business Administration (Ohio University, Ohio) in 1997.

Dato' Ahmad Zahudi bin Haji Salleh  Non-independent Investment Committee Member
  • He was appointed a Director of Pacific Mutual on 11 January 2013. He is currently the Chief Executive Officer at the Malaysian Armed Forces Co-operative Limited. He oversees the business performance towards fulfilling its cooperative mandates and social responsibilities by providing leadership, guidance and direction to the company. He is also a director for Wiramaju Sdn Bhd, Citrasama Projek Sdn Bhd and Harper Wira Sdn Bhd.
  • He was an officer in the Malaysia Armed Forces from April 1972 to September 2006. He was responsible for the implementation of personnel emolument policies, overseeing payment processes, budgeting and auditing for the related accounts.
  • Diploma in Accountancy; Bachelor of Accountancy (Honours) (formerly known as Advanced Diploma in Accountancy); Post-Graduate Diploma in Defence and Strategic Studies (Malaysian Armed Forces Staff College); Senior International Defense Management Course (Defense Resources Management Institute).

Ong Eu Jin  Independent Investment Committee member
  • He was appointed a Director of Pacific Mutual on 11 January 2013. Currently, he is a partner at Lee Hishammuddin, Allen and Gledhill, overseeing a team that manages financing (including bond issuance and project financing), equity capital markets (including corporate advisory and initial public offerings) and mergers and acquisitions.
  • He began his career as a lawyer upon his admission as an advocate and solicitor (West Malaysia) in 1997. In October 2002, he joined OSK Trustees Berhad as the Chief Operating Officer and was subsequently made the Executive Director. As head of the company from 2002 to 2009, he was in charge of the management, operational and business development functions of the company and reported to the Group CEO.
  • Bachelor of Laws (University of West London [formerly known as Thames Valley University]); Certificate of Legal Practice; Master in Business Administration (Edinburgh Business School, Herriot-Watt University); Master of Laws (University of Malaya); Master of Laws (University College London); Solicitor of the Senior Courts of England and Wales.

Datuk Lee Say Tshin   Independent Investment Committee member
  • He was appointed a Director of Pacific Mutual on 14 November 2014.  Currently, he is an Independent Non-Executive Director and a member of the Audit Committee of IOI Group Properties Bhd, a public listed company listed on the Bursa Malaysia.
  • In 1974, he joined HSBC Bank (Malaysia) Berhad as an Executive. He was an accomplished career banker with over 40 years of experience in the banking industry. He held the position of Managing Director, Strategic Business Development for HSBC Bank (Malaysia) Berhad since 2006 and retired on 30 June 2013.
  • He was subsequently appointed as Senior Advisor, HSBC Bank (M) Bhd. 
  • Bachelor of Economics (Honours) (University Malaya).
^ For all Funds, except the Pacific AsiaPac Income Fund, Pacific Focus China Fund, Pacific Dynamic AsiaPac Fund, Pacific Emerging Market Bond Fund and Pacific Asian Income Fund.