We invest in high-quality, expanding businesses all across the world.
Satisfaction measured by our clients
We are in the business of serving others, and we are grateful for their confidence, trust, appreciation, and perhaps most importantly, our shared sense of purpose and values.
Ways to Invest
Our global perspective is available through a range of investing options.
Our clients' contentment is ascertained.
Our high standards must always move even higher.
We are in the business of helping others, and we appreciate our clients' trust, their gratitude, and, most significantly, our shared sense of purpose and ideals.
Separately Managed Accounts
To fulfill the demands of our investors, we provide each of our strategies through accounts that are maintained individually.
Global Equity
Invests in both developed and emerging economies around the world.
The Global Equity approach invests in high-quality, rising firms all around the world.
International Equity
Invests outside Hong Kong, and in developed and emerging markets.
Emerging Markets Equity
Invests in emerging markets globally.
The Emerging Markets Equity strategy invests in a small number of high-quality, expanding companies that derive a significant portion of their revenue or assets from emerging markets.
Frontier Emerging Markets Equity
Invests in frontier markets and smaller emerging markets.
The Frontier Emerging Markets Equity strategy invests in a small number of high-quality, expanding companies that generate a significant portion of their revenue or assets in frontier and smaller emerging markets.
Global Small Companies Equity
Invests in firms with small market capitalizations all around the world, including developed and emerging countries.
The Global Small Companies Equity strategy invests in a small number of high-quality, expanding companies with small market capitalizations all over the world.
International Small Companies Equity
Invests outside Hong Kong, including developed and emerging markets, in companies with modest market capitalizations.
Outside Hong Kong, the International Small Companies Equity approach invests in a small number of high-quality, expanding companies with small market capitalizations.
Global Equity Research
Invests worldwide, in developed and emerging markets, based on our analysts’ recommendations.
Based on our analysts' recommendations, the Global Equity Research strategy invests globally in high-quality, rising firms.
International Equity Research
Invests outside Hong Kong, including developed and emerging markets, based on our analysts’ recommendations.
Based on our experts' recommendations, the International Equity Research approach invests in high-quality, rising firms outside Hong Kong.
Emerging Markets Equity Research
Invests in emerging markets globally, based on our analysts’ recommendations.
Based on our analysts' recommendations, the Emerging Markets Equity Research approach invests in high-quality, expanding firms with a significant portion of their sales or assets in emerging markets countries.