Services

ANARGYA SUPER EQUITY

Equity Mutual Fund (Reksa Dana Saham)

Our flagship fund is built for investors who understand that real wealth is created through ownership of exceptional businesses — not by trading market sentiment.

We run a concentrated portfolio of 20-30 Indonesian equities selected through rigorous bottom-up fundamental analysis. Every holding must meet three criteria: strong competitive moat, capable and aligned management, and a valuation that leaves significant upside.

Our research process goes beyond financial statements. We visit company operations, interview suppliers and competitors, and stress-test business models against multiple scenarios. We invest only when conviction is high — and we size positions accordingly.

Custodian

PT Bank KEB Hana Indonesia

Strategy

Concentrated, Long-Only, Fundamental

ANARGYA SUPEROPTIMA SBSN

Sharia SBSN Mutual Fund (Reksa Dana Syariah SBSN)

Launched in October 2024, our Sharia-compliant sovereign sukuk fund provides a professionally managed fixed-income solution for investors who prioritize both returns and ethical alignment.

SBSN are government-guaranteed Islamic bonds backed by the Republic of Indonesia. They offer the safety of sovereign credit combined with Sharia-compliant structures based on tangible assets and profit-sharing principles — not interest.

Our active management approach seeks to optimize yield within the SBSN universe by analyzing duration, yield curve positioning, and relative value across different sukuk series. The result: competitive returns with government-backed principal protection.

Type

Sharia-Compliant Fixed Income

Launched

October 2024

INVESTMENT ADVISORY

Bespoke Portfolio Strategy & Advisory

For high-net-worth individuals, family offices, and institutional investors who need more than off-the-shelf products, we offer tailored investment advisory services.

Our advisory process begins with understanding your entire financial picture — goals, constraints, tax situation, risk tolerance, and existing portfolio. We then construct a strategy that may span asset classes, geographies, and investment vehicles — always grounded in rigorous analysis, never in product-selling incentives.

Services include strategic asset allocation, manager selection and due diligence, portfolio construction, risk monitoring, and ongoing performance reporting. We serve as your independent investment partner — compensated by you, aligned with you.

HOW WE INVEST

A disciplined process refined through decades of combined experience.

SCREEN

We filter Indonesia's entire listed universe through quantitative and qualitative screens — eliminating businesses with weak moats, poor governance, or unsustainable economics.

RESEARCH

Deep-dive fundamental analysis on surviving candidates. Financial modeling, management interviews, site visits, and supply chain verification. We leave no stone unturned.

VALUE

We build detailed valuation models and only invest when the market price offers a significant margin of safety relative to our estimate of intrinsic value. No overpaying, no exceptions.

MONITOR

Continuous portfolio surveillance. We re-assess every thesis quarterly and act decisively when facts change — whether that means adding to winners or cutting losers without emotional attachment.

ANARGYA IN NUMBERS

Rp 34.6B

Assets Under Management

2

Flagship Funds

2018

Year Founded

Rp 100B

Authorized Capital