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The fund targets a compound annual growth rate of 8% and is open-ended. An ADDX-exclusive share class, which was launched and made available to investors at a minimum ticket size of S$10,000, does not charge any performance fees and has waived management fees till 31 Dec 2025. On the other hand, investors who subscribe directly via AAM typically have to invest a minimum of S$100,000 and be subject to varying management as well as performance fees.

Incepted in 2012, the Aggregate Value Fund's strategy of acquiring stocks at a discounted price has delivered a compound annual growth rate of 6.1%. In 2021, the fund managers started to use artificial intelligence (AI) technology to enhance their stock-picking methodology by evaluating 150 factors - 50 fundamental indicators, 50 technical indicators and 50 financial journal indicators - that influence the performance of company shares.

The fund is invested in over 1,300 stocks listed in 17 countries including Singapore, Hong Kong, Japan, the United States and Germany.

AAM chairman Kishore Mahbubani said: "I believe in the management team's capabilities and the long-term performance prospects of the fund, investing in the untapped opportunities across Asia's high-growth emerging markets."

AAM was founded in 2012 by three veterans in the financial services industry with a mission to deliver steady investment results to meet investors' goals of retirement, wealth preservation or leaving a legacy for future generations. All three founders are personally invested in the fund - they contributed capital at startup and have also reinvested their returns into the fund.

ADDX CEO Oi-Yee Choo said: "In the world of equity investing, value and growth stocks represent two distinct approaches to unlocking the potential for substantial returns. Value stocks offer the promise of steady, consistent growth as they recover from their perceived undervaluation, while growth stocks captivate investors with their potential for explosive growth and market dominance - though this often comes with higher risk and volatility. AAM's deep-value equity fund strikes a balance between these two approaches - the fund's AI-powered strategy uses sophisticated pattern recognition algorithms to seek out companies trading at relatively cheap valuations compared to their earnings and long-term growth prospects, which allows the fund managers to uncover hidden gems in the market and capitalise on mispricing anomalies that may not be readily apparent to traditional investment methods."

She added: "The future of investing is evolving, where data-driven strategies and artificial intelligence have converged to create new possibilities for investors, and ADDX is excited to be a part of this technological revolution in investing."

ADDX is a global private market exchange headquartered in Singapore. The company is on a mission to make investing fairer by democratising private markets. Using blockchain and smart contract technology, ADDX reduces manual interventions in the issuance, custody and distribution of private market products.

Full press release here.

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