the China investment opportunity
China is catching up – creating potential opportunities for discerning investors.
China is the world’s second largest economy today on a purchasing power parity basis, and is projected to grow faster than developed markets over the next two decades.1 As China transforms into a service-oriented and technology-driven giant, it may provide an attractive landscape for investing.
Lombard Odier Investment Managers takes a sustainability-integrated and rigorous selection approach focusing on the sectors and companies it expects to benefit most from China’s evolution.
sub-fund details:
LO Funds - China High Conviction
Rapid growth, profound change.
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| Growth engine China contributes nearly a fifth of the world’s Gross Domestic Product (GDP) today and continues to grow rapidly.2 |
Transforming economy China is diversifying into services, on the back of a growing educated workforce and research and development (R&D). |
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| Changing consumption Chinese millennials and a rising middle class form one of the world’s most powerful consumer force. |
Under-represented China is under-represented in global equity indices, creating a potentially attractive landscape for active stock-picking.3 |
why invest?
LO Funds – China High Conviction seeks to capture the growing opportunities in China equities through an actively-managed high conviction portfolio1.
Fast growth, profound change
China is forecast to grow faster than the rest of the world, creating diverse opportunities for investors. However, the country remains under-represented in global equity indices.3
China is changing. It is transforming into a services-driven economy, with domestic consumption a key driver of growth. Urbanisation, growing productivity and continuing investment in R&D are also adding to the emergence of China as a technology giant.
We believe our disciplined high conviction approach is key to capturing China’s rising stars.
Selective and diverse
We target attractively-priced companies, using disciplined analysis focused on financial track record and sustainable business practices.
To navigate economic cycles, we diversify across three themes:
Quality value: stable, profitable but undervalued businesses with dominant market positions
High growth: businesses with potential for market share gains
Events: candidates for turnaround or upgrades with some risk mitigation factors
investment team.
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Dhiraj Bajaj CIO, Asia Fixed Income and Equity |
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Wee Jia Low |
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Ashley Chung Co-Portfolio Manager |
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Faye Gao Co-Portfolio Manager |
Source: LOIM.
investment strategy and philosophy.
At Lombard Odier Investment Managers, we believe sustainability will drive future return potential1. Our conviction in Sustainability is integrated into our processes, driving everything we do.
Our approach to implementation is rigorous and disciplined thanks to a transversal platform across strategies. This ensures maximum efficiency.
Our fundamental research is highly-focused and benefits from sharing of best-practices and ideas.
Our disciplined approach facilitates strict risk management by ensuring transparency and accountability at every step of the process.
a well-defined investment process.
Firstly, we create an initial universe of companies which has activities linked to the trends.
Secondly, we reduce this universe into those with an appropriate financial track record with a strong preference for best in class sustainable business practices.
Next we perform in-depth fundamental and forward-looking analysis, applying our strict investment rules.
Finally the portfolio managers build the final portfolio with c.30-50 names that are diversified across: Quality Value, High Growth and Events.
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sources.
contact us.
important information.
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