Celebrating three decades of investing in China

The FSSA China Growth strategy was launched in 1992, the same year Deng Xiaoping toured major southern cities like Shanghai, Shenzhen and Guangzhou to promote the nation’s capital market reforms. Three decades on, China is now the second largest stock market globally.

Our journey

Over the years, China has evolved from being the world’s manufacturing hub to one of the world’s biggest technology hubs.

Martin Lau, Managing Partner, reflects on his journey managing the FSSA China Growth strategy over the years. 

 

Investing in China with a different perspective

Investing in China can be challenging for investors and full of pitfalls. How has the team’s relentless focus on the long term and quality management helped them navigate these challenges? 

Hear from the team as they share their investment philosophy, and what differentiates them from peers.   

China's evolution over the years

China through our lens

Meeting companies amid China’s post-Covid rebound

Following on the FSSA China Growth strategy’s 30th anniversary, we sat down with our China portfolio managers Martin Lau, Winston Ke and Helen Chen to respond to recent questions from investors. In this Q&A, they discuss market valuations, inflation, geopolitics and recent company visits.

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Reflections on China’s market evolution over the last 30 years

In the first article of this three-part series, Martin Lau, managing partner and lead portfolio manager of the FSSA China Growth strategy, shares his reflections on the past three decades of investing in China markets as the strategy celebrates its 30th anniversary this year.

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China equities: Quality and patience go a long way

In the second article of this three-part series, Martin Lau, managing partner and lead portfolio manager of the FSSA China Growth strategy, discusses the importance of keeping a long-term mindset and valuation discipline as the strategy celebrates its 30th anniversary this year.

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China equities: Keeping a long-term view

In the final article of this three-part series, Martin Lau, managing partner and lead portfolio manager of the FSSA China Growth strategy, discusses the importance of keeping a long-term mindset and valuation discipline as the strategy celebrates its 30th anniversary this year.

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Client update: A fast thaw after a long winter

China equities have rebounded sharply since early November as the Covid Zero policy drew to a close. If we look back over the past decade, the last two years presented the most difficult stretch for us as China equity investors.

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FSSA Greater China strategies

Our Greater China strategies cover China, Hong Kong and Taiwan, with single country and regional portfolios. Though China provides the largest opportunity set in the region, Taiwan, with its large technology sector, and Hong Kong, with its more developed governance and regulatory framework, offer a number of interesting investment opportunities. Our China A-Share strategy is invested in domestic market leaders and globally competitive Chinese companies. 

Greater China