The FSA Spy market buzz – 26 April 2024
Golden mystery, Next big Healthtech thing, Plastic everywhere, The Magnificent Seven wane, Dreary fund presentation hell, Putting The Economist in its place, A touch of Shakespeare and much more.
Ng said both funds are managed by experienced teams.
The First State fund is managed by the firm’s director of Greater China equities Martin Lau and co-manager Richard Jones.
Lau has been named an FE Alpha Manager, a designation FE gives to fund managers who have maintained a consistently high alpha score over a proven track record in different market conditions.
“The managers encourage the team to discuss stock selection ideas. They stick to the designated methodology and share an absolute return mindset to carefully select value stocks,” Ng said.
The whole equity team is comprised of 18 members based in Hong Kong, Singapore and Edinburgh.
Turning to the Value Partners’ fund, Norman Ho, senior investment director, is the lead manager. Ho is supported directly by a team of six other managers and analysts. Other investment teams, which cover different markets at the firm also, contribute research input to facilitate decision making.
Golden mystery, Next big Healthtech thing, Plastic everywhere, The Magnificent Seven wane, Dreary fund presentation hell, Putting The Economist in its place, A touch of Shakespeare and much more.
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