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Wilson L. Sy (born November 28, 1952) is a Filipino fund manager, investor and businessman. He is the main fund manager of Philequity Fund, one of the best performing and longest-running mutual funds in the country. He also has ownership stakes in Vantage Equities, a holding company listed in the Philippine Stock Exchange, and Wealth Securities, a domestic stock brokerage.

Education
Sy attended Xavier School for his primary and elementary education. For college, he went to Ateneo de Manila University, where he obtained a degree in BS Management Engineering in 1975.

Career
In 1975, Sy began his professional career at Bancom Development Corporation. There, he started working as a floor trader at Barcelon Roxas Securities, Inc, the stock brokerage arm of the investment house. Though he was one of the firm’s younger employees, Sy repeatedly made accurate calls and analysis of the stock market. Sy was eventually asked to become the General Manager of the stock brokerage firm.

In 1986, Sy founded Wealth Securities, Inc (Wealth). Since inception, Wealth has been one of the top domestic stock brokerages in the country. Wealth is a full-service brokerage which caters to high-net worth individuals, retail customers, as well as public and private institutions. It also has an online trading platform for its retail investors.

In 1994, Sy founded Philequity Management, Inc. (Philequity), an investment management company. He invited his peers and other local stock brokers to join him in putting up a mutual fund, thus giving birth to Philequity Fund.

Philequity Fund is one of the longest running independent mutual funds in the country, with Sy serving as the primary fund manager from the onset. Since inception, the fund has delivered a compounded annual return of 17% over two decades.

Sy also has a majority stake in Vantage Equities, a holding company which is listed in the Philippine Stock Exchange. Vantage Equities is the parent company of Philequity. It also owns e-Business Services, an international money transfer service provider and a direct agent of Western Union.

On top of his professional accomplishments, Sy served as the last Chairman of the Manila Stock Exchange before it was merged with the Makati Stock Exchange to form the Philippine Stock Exchange (PSE). He also served as a Chairman of the newly-unified PSE. To date, Sy still serves as the Chairman of the Manila Stock Exchange Foundation.

Philequity Corner
In 2004, Sy started writing articles for Philequity Corner, a weekly investment column that is published every Monday in The Philippine Star’s business section. The column is one of the most followed investment columns in the country. Through Philequity Corner, Sy shares his analysis of the stock market and his views on asset classes such as bonds, currencies and commodities. The column aims to promote investor literacy and education by sharing Sy’s framework for analyzing current market conditions.

Opportunity of a Lifetime
In August 2015, Sy launched a book entitled “Opportunity of a Lifetime.” The book narrates how Philequity, under Sy’s management, navigated through the various bull and bear markets in the past decade. It recounts Sy’s insights and analysis of major events that moved the stock market in the past. Moreover, the book contains actual calls and predictions that Sy made based on his analysis during those times.

Sy authored “Opportunity of a Lifetime” with the intention of promoting investor education by sharing basic investment tenets and his time-proven investment strategies to the general public. Sy donates all proceeds of book sales to educational trusts in his alma maters, Xavier School and Ateneo de Manila University.

Awards and Citations
Sy, as fund manager, received the recognition in behalf of Philequity Fund, which was awarded as the 2016 Best Managed Equity Fund by the Chartered Financial Analysts (CFA) Society of the Philippines.

Philequity Fund ranked first among 69 mutual funds and UITFs in terms of risk-adjusted returns from 2012 to 2015. The Sortino ratio was used to measure investment returns while adjusting for downside volatility.

Federation of Ateneo Management Engineers (FAME) – Outstanding Alumni Award for 2015

This award was given in recognition of his contributions to the advancement of Philippine capital markets and the local mutual fund industry, his efforts in providing a viable investment avenue for the ordinary Filipino, his advocacy for investor education and his unwavering support for the various institutions and causes of the Ateneo de Manila University.

Sy, in behalf of Philequity Fund, received the following awards from the Philippine Investment Fund Association (PIFA).

PIFA gives annual awards based on performance rankings for 1-year, 3-year, 5-year and 10-year categories.

2006 2007 2008 2009 2010 2011 2012 2013 2014 2015
 * Fund Manager of the Decade
 * 1st place, 3-year return
 * 1st place, 5-year return
 * 1st place, 10-year return
 * 2nd place, 1-year return
 * 1st place, 3-year return
 * 1st place, 5-year return
 * 1st place, 10-year return
 * 1st place, 5-year return
 * 1st place, 10-year return
 * 1st place, 1-year return
 * 1st place, 5-year return
 * 1st place, 10-year return
 * 3rd place, 3-year return
 * 1st place, 10-year return
 * 2nd place, 3-year return
 * 2nd place, 5-year return
 * 3rd place, 1-year return
 * 1st place, 10-year return
 * 2nd place, 3-year return
 * 2nd place, 5-year return
 * 3rd place, 1-year return
 * 1st place, 10-year return
 * 2nd place, 1-year return
 * 2nd place, 3-year return
 * 2nd place, 5-year return
 * 1st place, 5-year return
 * 1st place, 10-year return
 * 1st place, 3-year return
 * 1st place, 5-year return
 * 1st place, 10-year return
 * 2nd place, 10-year return
 * 3rd place, 3-year return
 * 3rd place, 5-year return

Philequity’s Awards from Thomson Reuters Lipper
2010
 * Best Fund over 5-years – Equity, Philippines

Current Affiliations

 * Wealth Securities, Inc. – Chairman
 * Philequity Management, Inc. – Director / Fund Manager
 * Vantage Equities, Inc. – Director
 * The Philippine Stock Exchange, Inc. – Director
 * East West Banking Corp. – Director
 * Monte Oro Resources & Energy, Inc. – Director
 * Monte Oro Grid Resources Corporation – Director
 * Asian Alliance Holdings Corporation – Director / Vice Chairman
 * Xcell Property Ventures, Inc. – Director
 * Leisure & Resorts World Corporation – Director
 * Pacific Online System Corporation – Independent Director

Past Positions

 * Philippine Stock Exchange, Inc. – Chairman
 * Manila Stock Exchange, Inc. – Chairman
 * National Grid Corp of the Philippines – Director
 * Jollibee Foods Corporation – Director
 * International Exchange Bank – Director
 * Belle Corporation - Director

Sidebar / Other Info
Birth Date – November 28, 1952

Residence – Quezon City, Philippines

Alma Mater – Xavier School, Ateneo de Manila University

Known for – Philequity Fund (fund manager), Wealth Securities, Inc. (owner), Philequity Corner (author), Opportunity of a Lifetime (author), Philippine Stock Exchange (former chairman, director), Manila Stock Exchange (former chairman)