In this video recording of Sinology, we explain why it is unlikely that the recent regulatory crackdown is Chinese Party chief Xi Jinping’s attempt to roll back China’s private sector.
High-conviction equity portfolio seeks companies benefiting from China’s domestic consumption. All-cap fundamental GARP approach driven by on-the-ground research.
The Fund focuses on innovative, efficient and sustainable growth companies, with an emphasis on businesses oriented toward domestic demand and rising income levels.
The Fund invests in companies that offer meaningful dividends yields, have sustainable business models and that demonstrate the propensity to pay increasing dividends over time.
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