Hong Kong based asset manager Value Partners Group is promoting the strength of its expertise in Chinese and Asian equities through its ‘SMART’ range as a winning formula to attract UK and European sales to its Global Emerging Markets (GEM) strategy.
With some 66 investment professionals based in Hong Kong, China, Singapore and London, and an intense focus on rigour, process and teamwork, Value Partners is seeking to bring its distinctive ‘SMART’ Alpha / Beta active Value-orientated GEM Equity strategy into the UK and Europe.
For Value Partners, the “SMART” investment process is a fundamental differentiator as it combines the discipline of Value Partners’ quantitative capabilities (SMART Beta) with the “street-wise” fundamental acumen of its local investment teams (SMART Alpha). Through the combined twin pillars of the SMART Investment Strategy, Value Partners envisages a product that will reflect the high conviction fundamental bottom-up stock picking ideas while generating more stable alpha through a systematic and consistent portfolio construction framework. The strategy aims to achieve consistent outperformance of 5% on average over five years.
The strategy is managed by industry-veteran, Kenny Tjan, an Investment Director and Country Head at Value Partners who oversees the Group’s Singapore business. He was formerly CIO with Metisq Capital, where he managed institutional portfolios following a similar process, and Goldman Sachs Asset Management. Also joining Mr. Tjan’s team from Metisq Capital is Value Partners’ London-based Head of EM Research (ex-Asia), Martha Reyes, who had also worked as a Latam fund manager at F&C Asset Management.
“Most EM teams tend to be US/Europe-centric, despite the growing dominance of Asia and China in the GEM indices. Value Partners’ Asia-centric team enables us to build a strong understanding of Asian and EM economies and hence cement a competitive edge,” said Kenny Tjan.
Value Partners’ EMEA head Hendrik von Ripperda-Cosyn said, “Value Partners has a tried and tested investment approach which is clear for all to see. By combining local knowledge, with a rigorous and innovative investment process, we will make good progress in the UK and Europe, particularly now that we are offering funds in a UCITS wrapper and available on a number of platforms.
Value Partners’ GEM Equity strategy product, a Dublin-domiciled UCITS fund, was launched in August 2017 and will be registered for local distribution across Europe and the UK.
Notes to Editors
Value Partners Group is one of Asia’s largest independent asset management firms, with assets under management of US$16.5 billion as of 30 September 2017. Since its establishment in 1993, the firm has been a dedicated value investor in Asia and around the world. In November 2007, Value Partners Group became the first asset management firm to list on the Main Board of the Hong Kong Stock Exchange (Stock code: 806 HK). In addition to its Hong Kong headquarters, the firm also operates in Shanghai, Beijing, Singapore and London. The Group has over 60 investment professionals and has won more than 150 performance awards on the back of its strong track record over the years. Value Partners’ investment strategies cover equities, fixed income, quantitative investment solutions, SMART investments, multi-asset and alternatives for clients in the Asia Pacific, Europe and the United States. For more information, please visit www.valuepartners-group.com.
Corporate Social Responsibility
Value Partners Group is committed to good corporate citizenship. In addition to providing financial support to charity organizations, it encourages employees to participate in community services and to contribute to society.
In February 2017, Value Partners Group awarded the Caring Company logo award by Hong Kong Council of Social Service, in recognition of its commitment to and performance in corporate social responsibility (“CSR”).
Promoting conservation and environmental sustainability has become a key priority for Value Partners Group as it further expands. The Group seeks to become one of the most resource-efficient and ecologically sustainable asset managers in the world by introducing more green policies to reduce carbon emissions and increase energy efficiency.
*The company has won more than 150 awards and prizes since its establishment in 1993.
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