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本基金借着最少将其三分之二的非现金资产总额投资于在中华人民共和国(「中国」)(包括香港特别行政区)设有其注册办事处及在中国(包括香港特别行政区)的主要证券交易所或其他受监管市场正式上市的公司,以及那些大部分商业活动在中国进行的公司的股票及等同股票的证券,组成极具多元化投资组合,寻求长线资本增长。虽然本基金的投资没有市值限制,但预计本基金会主要投资于各种市值的公司。
名称 | 标题 | 任期 | 至 |
---|---|---|---|
Caroline Yu Maurer | Equity Research Analyst | 2020 | now |
Sanjiv Duggal | Investment Director | 2020 | 2020 |
背景介紹 | Sanjiv Duggal is Investment Director for Halbis Capital Management and has been working in the industry since 1996. Prior to joining Halbis in 1996, Sanjiv worked for the Hill Samuel Group where he spent nearly five years, initially in internal audit and latterly as an Emerging Markets fund manager. Sanjiv is a fully qualified Chartered Accountant. | ||
Joy Yuan | - | 2019 | 2020 |
背景介紹 | Joy Yuan is an Investment Director in the China-HK equity team and has been working in the industry since 2005. Prior to joining HSBC in 2011, Joy worked as a portfolio manager and head of research at Winnington Capital and was a China healthcare analyst at Beijing Gao Hua Securities, the Goldman Sachs China brokerage platform. She holds a Bachelor of Science degree in Biochemistry from Nanjing University (China) and a Ph.D degree in Biochemistry from the University of Western Ontario (Canada). She is also a CFA charterholder. | ||
Mandy Chan | Portfolio Manager | 2011 | 2019 |
背景介紹 | Mandy Chan, CFA, Portfolio Manager. She joined the Asian Equity portfolio management team at ABN AMRO Asset Management (Asia) Ltd. in August 2004, focusing on North Asian markets with a primary focus on Hong Kong/China Mandy has been a Senior Investment Analyst at Pacific Century Insurance Investment Management Limited where she was responsible for equity investments in Taiwan, Korea and China since June 2000. Prior to returning to Hong Kong, Mandy spent three years in Canada managing investment portfolios at TD Asset Management Ltd. She also hosted a radio financial program featuring analyses and commentaries on global financial and economic issues. Mandy graduated with a Bachelor of Commerce degree in Finance from the University of British Columbia, Canada. She is also a CFA charter-holder. | ||
Richard Wong | Associate Director | 1997 | 2011 |
背景介紹 | Wong is an Associate Director at HAMH, his employer since 1997. Previously he was with Nikko Capital Management. Richard is an Associate Director at HSBC Asset Management (Hong Kong). He heads the China country team and is also responsible for the Steel sector. He first joined the company in 1993 as an investment manager specialising in China and Taiwan equities. Richard then worked for Nikko Capital Management (HK) as a Senior Portfolio Manager for one and a half years before returning to HSBC Asset Management in January 1997. Richard started his career in 1985 as a Research Associate at Mood |
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