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This strategy is headed by Helena Coles, who covered Hong Kong and Chinese markets from Hong Kong for several years. She is supported by Zhixin Shu and May Lau who both have considerable investment experience. This is currently a synthetically managed strategy.

Strategy Objective

Strategy Objective

To outperform the return of the MSCI China Index by 5% a year over the course of a full market cycle.

Product Fact Sheets

Product Fact Sheets

For enquiries about this strategy or to request a fact sheet, please use the enquiry form in the left column.

Product Overview

Product Overview
Benchmark: MSCI China
Target Alpha: 5% pa over full market cycle
Investment area: China
Average holdings: 30-50

Investment Process

Investment Process

We belive China offers an excellent long-term growth opportunity. Despite the greater attention given to China in recent years, the market remains inefficient and there are opportunities for active managers to add value through fundamental research. We take a three-year view and focus on stock-picking, though we do use economic and political analysis to constrain the size of our positions.

  • We aim to outperform in all market conditions.
  • Our bottom-up approach emphasises finding “growth at a reasonable price”.
  • A concentrated strategy allows managers to take positions that can make a meaningful contribution to performance.
  • The strategy remains diversified at a sector level.

Investment Philosophy

Investment Philosophy

We believe emerging markets and Asia are different to developed markets and are changing rapidly. It takes experience and a specialist approach to keep up with these changing markets.

Team Profile

Team Profile