François Perrin, a portfolio manager at East Capital, says China’s environmental companies have outperformed their global peers and are insulated from the direction US policy takes.
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François Perrin, a portfolio manager at East Capital, says China’s environmental companies have outperformed their global peers and are insulated from the direction US policy takes.
The emerging markets-focused firm will convert its China equities fund to a thematic environmental strategy product for China.
East Capital, the emerging markets-focused fund house, has appointed Francois Perrin as a portfolio manager based in Hong Kong.
The firm set up its Hong Kong office in 2007 and has been investing in Asia since 2010. “We have ambitious plans for further growth in the region as we see increasing interest for our Asian products from our global investor base,” said Karine Hirn, partner and co-founder of the firm. Hirn leads the Hong […]
The firm said it has the first Luxembourg-domiciled fund allowed to invest its portfolio in A-shares through the Stock Connect.
East Capital has launched a new frontier markets fund focused on “young and fast-growing” markets with an emerging middle class and strong consumption growth.
Even after the strong performance of frontier markets in 2014, they remain attractively priced, trading at valuations less than emerging and developed markets, according to East Capital.
Over the past 12 months, the best performing Russia-weighted fund had a negative 19.5% return.
The fund house believes its experience investing in the relationship-based cultures of Eastern Europe has direct application to frontier market investing, said Tim Umberger, senior adviser.
Emerging markets specialist East Capital has launched the Luxembourg registered China A-Shares Fund, to be managed out of its Stockholm HQ and Hong Kong.
Part of the Mark Allen Group.