China
Improving ESG fundamentals emerge in China
Capturing the momentum of change in ESG performance unveils alpha opportunities in China
01We believe an ‘All China’ approach offers the broadest opportunity set and allows us to allocate dynamically between both onshore and offshore markets. |
02We search for high quality, attractively valued companies with improving operating performance that are receiving increasing investor attention. |
03We believe applying a disciplined, repeatable, bottom-up investment approach leads to long-term alpha generation. |