Strategies
Goldenwise All Weather Strategy

Companies:

  • Aim to generate attractive long-term capital growth by investing primarily in the equity securities of a select group of high-quality businesses listed in global public markets with business activity substantially derived from China

  • Holdings will tend to be a combination of A shares, H shares and Chinese ADRs

  • Focus on researching businesses in the consumers, information technology, medical and financial sectors

  • Look for businesses those are leaders in attractive industries, have attractive free cash flow and high growth potential

  • Apply the "time machine theory", leverage our investment insights gained in matured markets to study the companies in emerging markets

  • The portfolio typically demonstrates higher earnings growth, superior ROE, less leverage and cheaper valuation than the MSCI China index

  • The portfolio aims to generate long-term meaningful outperformance of various Greater China equity indices and acts as a replacement of those indices.

Hedging:

  • Our hedge fund "gene" enables us to further pair our research alongside with our hedging techniques, using equity index and/or volatility index instruments to reduce systematic risk and enhance portfolio's risk-adjusted returns. We seldom short individual stocks.

Objective:

  • The strategy aims to generate long-term meaningful outperformance of various Greater China equity indices. At the same time, we smooth out the return profile, lower volatility and reduce the impact of drawdowns with our effective hedging.

Goldenwise Greater China Long-Only Strategy

This long-only strategy tends to have similar stock holdings as Goldenwise All Weather Strategy, and it removes the hedging parts from the All Weather Strategy.

It aims to generate long-term meaningful outperformance of various Greater China market indices and acts as a replacement of those indices.