포트폴리오의 투자목적은 각 포트폴리오의 총자산의 최소 80%를 대중국 회사의 증권에 투자하여, 장기자본성장을 추구하는 것입니다. 이러한 목적상 “대중국”은 중화인민공화국(“중국”), 홍콩특별행정구(“홍콩”) 및 중화민국(“대만”) 을 의미합니다. 그리고 “대중국회사”는 i) 대중국에 소재 또는 설립되거나 ii) 대중국에서 설립되어 사업을 영위하거나 iii) 대중국에서 경제활동의 상당한 부분을 이행하는 회사입니다.
Stuart Rae has been Chief Investment Officer of Asia-Pacific Value Equities since 2017. Prior to taking on this management responsibility for our Japanese team, he was CIO of Asia-Pacific ex Japan Value Equities from 2006 to 2017, and CIO of Australian Value Equities from 2003 to 2006. Rae joined the firm in 1999 as a research analyst covering the consumer sector, initially working in New York and London before moving to Sydney in 2003 and then Hong Kong in 2006. Previously, he was a management consultant with McKinsey for six years in Australia and the UK. Rae earned a BSc (Hons) in 1987 from
John Lin has been a Portfolio Manager of China Equities since 2013, responsible for managing the China A Shares Value Portfolios, the China Opportunity Fund and the All China Equity Strategy. He also serves as a Senior Research Analyst, responsible for covering financials, real estate and conglomerate companies in Hong Kong and China. In 2008, Lin relocated to Hong Kong, where his research coverage included Asian financials, real estate and telecommunications services companies. He joined the firm in New York in 2006 as a research associate, covering consumer services companies for US Small & Mid-Cap Value Equities. Previously, Lin was a technology, media and telecom investment banker at Citigroup. He holds a BS (magna cum laude) in environmental engineering from Cornell University, and an MBA from the Wharton School at the University of Pennsylvania, where he earned the distinction Graduation with Honors. Location: Hong Kong