Idea generation
Proprietary screens are first used to identify valuation outliers to systematically exploit behavioural sources of mispricing.
Fundamental analysis
The Greater China Equities Focus team then conducts fundamental research to validate the screen’s signal using a differentiated approach to valuation by focusing on a company’s ability to generate sustainable earnings.
Portfolio construction
Stocks that pass through the earlier screening and have high upside potential as well as high shared conviction make it to the team’s Conviction list. Stocks from this Conviction list become the core positions in our
strategies.
Risk control & Review
Risk control and review is embedded at all stages of the process and conducted by the Greater China Equities focus team itself, senior management and our independent risk oversight team.