EN Switzerland Institutional
  • AUM $2.7 billion
    (31 March 2019)
  • Inception Date 1982
  • Vehicles Available
    • UCITS
    • Separate Account
 

Investment Philosophy

  • We are active managers who aim to capitalize on opportunities that arise when securities are mispriced.
  • We identify investment opportunities through a differentiated and innovative investment process where fundamental, bottom-up analysis is key.
  • We favor unrecognized growth companies with well-established or improving business franchises, balance sheets and management.
  • Our proprietary research process integrates macro and dynamic Environmental, Social and Governance (ESG) perspectives in company analysis and valuations.
  • Our five-year research horizon allows our deep pool of investment professionals to take a strategic view on a company’s growth outlook.
  • Our experienced team of portfolio managers builds high conviction portfolios, tailored to client specifications targeting superior risk-adjusted returns over the long term where stock selection is the main driver of returns.

Our Value Add

  • Large-scale, all-cap Hong Kong China strategy with long track record beginning in 1982
  • Flexible investment universe and ability to capture China growth story through a holistic approach by investing in domestic Hong Kong listed, onshore Chinese (A-shares), Taiwanese and multi-national companies with significant exposure to China
  • Investment process tailored for asset class by experienced team 

Portfolio Managers

 Titus Wu, CFA

Titus Wu, CFA

 Ben Wei, CFA

Ben Wei, CFA

 Nicola Lai

Nicola Lai

 William Fong, CFA

William Fong, CFA

 Laura Luo, CFA

Laura Luo, CFA

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