Key Investment Team Members

The Investment Team conducts investment research, determines a Fund's investment strategy, invests the assets of a Fund and reviews a Fund's portfolio and investment performance. The following are the key members of the Investment Team, and all of them hold the Capital Markets and Services Representative Licence issued by the Securities Commission:

Oh Jo Ann Vice President, Head of Investment

  • Jo Ann is responsible for the management of fixed income funds and portfolios and the management of a range of feeder funds offered by BOS Wealth Management Malaysia Berhad (BOSWM MY), including portfolio FX hedging management. She is the designated fund manager for all fixed income unit trusts and wholesale funds managed by BOSWM MY.
  • In her current role, Jo Ann is responsible for the investment strategy, portfolio construction, dealing and execution and risk management and implementation for all portfolios managed in Malaysia.
  • She started her investment career in 2003 as an equity analyst before moving on to fixed income research and fund management in 2004. She brings with her 2 decades of industry experience in Malaysian fixed income investment research and fund management. Over the years, she has been a key member in the management of the bond and money market portfolios and has experience handling Shariah and non-Shariah compliant portfolios and feeder funds.
  • Bachelor of Management (Honours) in Finance (Universiti Sains Malaysia); CFA® charterholder (CFA Institute).

Muhammad Izzat Munji Assistant Vice President, Portfolio Manager

  • Joined BOSWM MY in January 2024.
  • He conducts analysis and selection of individual equity securities. His analysis of the micro and macro backdrop forms the basis for the overall equity investment strategy, and he plays a key role in the investment management of equity portfolios.
  • Over his tenure of more than 8 years in the industry, he has covered multiple asset classes ranging from global equities to global fixed income in local asset management companies, insurance companies and private banks.
  • Bachelor of Science (Honours) in Actuarial Science (Universiti Teknologi MARA).