Founded in December 2021 as a private investment collective — pooling capital from a trusted network of family and close associates to access institutional-quality investment strategies.
To compound wealth systematically over the long term through disciplined equity investing, transparent reporting, and a fair distribution framework that rewards all participants proportionally to their contribution.
We believe patient capital, combined with rigorous analysis and risk controls, consistently outperforms speculative approaches over full market cycles. Every investment must have a clear thesis, defined risk parameters, and an exit plan.
A structured three-tier policy designed to reward members consistently and fairly.
Based on revenue income after deducting interest and management expenses. Paid at each financial year end (November 30).
Based on net profit excluding gross profit. Distributed at the end of the calendar year (December 31).
Based on non-investment income, on a discretionary basis. May be declared at any time at management's discretion.
Key milestones in ZY-Invest's growth and development since inception.
ZY-Invest was established with the support of founding investors. Initial capital was strategically deployed into Bursa Malaysia equities to capture long-term value.
Asset Under Management (AUM) surpassed the RM 100k threshold. Strengthened the capital structure through the onboarding of new investors to support broader market exposure.
Successfully concluded the first financial year of operations, establishing a track record of rigorous financial reporting and transparency.
Formalized the Fund Distribution Policy and executed the first dividend distribution since inception, demonstrating a commitment to returning consistent value to stakeholders.
Transitioned to an advanced Excel VBA-based portfolio dashboard. This platform strengthened management oversight through enhanced data visualization and risk monitoring.
Achieved a significant profitability peak with net profit reaching approximately RM 160k+, reflecting the success of the fund's concentrated investment strategies.
The fund officially crossed the RM 1 Million AUM mark, signaling a major scale-up in operations and continued investor confidence.
Currently developing an integrated digital ecosystem. This official web platform will provide real-time portfolio tracking, automated NTA monitoring, and centralized document management.
"We don't try to predict the market. We try to understand a handful of businesses better than anyone, buy them well, and hold them with patience. Done consistently, that is enough."
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