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
The Asia ex-Japan Equity team has a lot of experience covering the asset class and has worked together for more than a decade.
Large and liquid, with likely increasing importance in key benchmarks
The China A-share market is the second largest globally by market cap, liquidity and turnover.
Low correlation
Low correlations to other global stock exchanges, offering risk-adjusted diversification benefits.
Inefficiencies
Capital structure inefficiencies provide opportunities to add alpha opportunistically.
Contrarian style is differentiated
A contrarian style and absolute return mindset that we believe works well in volatile and inefficient markets.
Appropriate ESG integration
Effective engagement with companies open to improving their ESG profile.
Overview
By investing with high conviction in companies leading the sustainability transition, we target financial outperformance and positive outcomes.
Sandy Pei
- Co-portfolio manager
How we invest
High-conviction, bottom-up process industry screening and thematic research
Active engagement to bring about change
Robust risk management framework
Investment philosophy and process
Reducing 7,500 stocks to a high conviction portfolio of 30-60 holdings:
Team
6032, 6036, 6031
Jonathan Pines, CFA
Lead Portfolio Manager, Asia ex-Japan, Federated Hermes Limited
Sandy Pei, CFA
Deputy Portfolio Manager, Asia ex-Japan, Federated Hermes Limited
Product Information
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