China Equity
Seeking to deliver long-term outperformance through a contrarian style and absolute return mindset.
Reasons to invest
The Asia ex-Japan Equity team has a lot of experience covering the asset class and has worked together for more than a decade.
The China A-share market is the second largest globally by market cap, liquidity and turnover.
Low correlations to other global stock exchanges, offering risk-adjusted diversification benefits.
Capital structure inefficiencies provide opportunities to add alpha opportunistically.
A contrarian style and absolute return mindset that we believe works well in volatile and inefficient markets.
Effective engagement with companies open to improving their ESG profile.
By investing with high conviction in companies leading the sustainability transition, we target financial outperformance and positive outcomes.
Sandy Pei
- 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
5790, 5794, 5789
Jonathan Pines, CFA
Head of Asia, ex Japan
Sandy Pei, CFA
Senior Portfolio Manager
Related insights
Five reasons to be bullish on China (and one key risk to be aware of).
Some unexpected candidates take pole position in the performance stakes.
