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.
Tag: East Capital
East Capital shifts China fund to green theme
The emerging markets-focused firm will convert its China equities fund to a thematic environmental strategy product for China.
East Capital plucks BNPP manager for Asia team
East Capital, the emerging markets-focused fund house, has appointed Francois Perrin as a portfolio manager based in Hong Kong.
East Capital gets HK asset management license
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 […]
East Capital UCITS approved for A share buying
The firm said it has the first Luxembourg-domiciled fund allowed to invest its portfolio in A-shares through the Stock Connect.
East Capital launches frontier markets fund
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.
Frontier markets attractively priced East Capital
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.
Russia funds
Over the past 12 months, the best performing Russia-weighted fund had a negative 19.5% return.
East Capital frontier market fund
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.
East Capital latest in China A Shares rush
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.