China Equity
Seeking to deliver long-term outperformance through a contrarian style and absolute return mindset.
Reasons to invest
Strong, stable team with long-term track record
Large and liquid, with likely increasing importance in key benchmarks
Low correlation
Inefficiencies
Contrarian style is differentiated
Appropriate ESG integration
1 The inception date for the Asia ex-Japan Strategy is 1 January 2010; the benchmark is MSCI China All Shares Index. Returns achieved by our Asia ex-Japan Strategy do not guarantee similar, future results for our China Strategy. Past performance is not a reliable indicator of future results.
Why China Equity?

How we invest
Having invested substantially in our engagement resources, we are committed to achieving positive ESG outcomes for our clients. We do not limit our investment to the best ESG-rated companies, which are often expensive and where scope for improvement is, by definition, limited.
We consider risk at the stock and portfolio level, using a combination of proprietary and third-party tools. Independent, internal monitoring is provided by the Federated Hermes Investment Office.
Investment philosophy and process


Team

Jonathan Pines, CFA
Co-portfolio manager

Sandy Pei, CFA
Co-portfolio manager
Product Information
For the latest performance and vital information – including prices, key facts, identifiers and ratings
Our Purpose
Our business provides three equally powerful pathways to achieving this aim. China Equity takes the Active ESG route.
Responsible, active investing for long-term performance.
- Financial objective
- Best-practice integration of ESG analysis and engagement insights
- Some capabilities may enforce exclusions that reflect Portfolio Managers’ investment views
- Delivery of sustainable outcomes through effective stewardship
China Equity
Thematic and values-based approaches for sustainable outcomes.
- Financial and sustainability objectives
- Best-practice integration of ESG analysis and engagement insights
- Exposure to sustainability themes
- Exposure to ESG leaders and industry exclusions that reflect sustainability values
- Delivery of sustainable outcomes through effective stewardship
Mission-led investment strategies to create positive impact.
- Financial and impact objectives
- Best-practice integration of ESG analysis and engagement insights
- Focus on companies generating impact or undergoing positive transformation
- Some capabilities may enforce exclusions that reflect defined sustainability values, impact considerations, or both
- Delivery of sustainable outcomes through effective stewardship