Pauline Dan

Mackenzie Asia employs a comprehensive investment model that features five interconnected components including: idea generation and research, security selection, strategic portfolio construction, regular portfolio monitoring, and a well-defined sell discipline. Securities are evaluated based on top-down macro trends, bottom-up company analysis, and both internal and external research and analysis. They attempt to manage accounts in adherence to defined benchmarks and targets, and fund portfolio managers operate within a well-defined framework to ensure an account stays true to its mandate. The firm conducts ongoing reviews of holdings combined with performance attribution and monitor securities for changes in fundamentals that they believe can trigger sell decisions.

Pictet AM Hong Kong constructs portfolios of investments in large companies with stable earnings, balanced by shorter-term positions in stocks that have been mispriced or have the potential for recovery for bonds and equities. Their momentum strategy mandates invest in the asset class with the best relative momentum to outperform equity markets over a rolling three-year horizon.

SAM HK seeks to achieve superior long-term relative returns by investing on Asian companies and employing an active bottom-up growth at reasonable price (GARP) investing approach. The bottom-up stock selection approach seeks companies with sustainable competitive advantages, good management, high returns on equity, earnings growth and strong balance sheet trading at reasonable valuations. The GARP investing approach utilizes a combination of growth and value strategies while an active investing style entails high portfolio turnover to exploit market inefficiencies. The firm employs a top-down and a bottom-up approach with macro risk controls. They look for companies with strong fundamentals (high barrier to entry, high ROIC, strong management and conservative balance sheet) that are undervalued.

Manulife-HK is an active manager which offers locally managed Asian equity, fixed-income and global strategies based on fundamental research and quantitative modeling and analysis drawn from the parent firm in Canada. The firm's equity teams focus on delivering alpha via differentiated investment processes driven by proprietary fundamental research and a long-term orientation. They utilize multiple sources of alpha based on a fundamental, research-driven investment approach across traditional and non-traditional market sectors.