基本資料

投資策略

本基金的投資目標為透過主要投資於亞洲區內較高回報的債務及股票證券組合，為單位持有人提供資本增值。

基金經理人

• Luo Jing
• 資歷 1年(2025-01-01 至今)

• "Senior Fund Manager 
  A member of the Value Partners Research and Portfolio Management Team. Joined Value Partners in June 2017. He has over 16 year’ investment expertise in the China market. 
  Prior to joining Value Partners, he was most recently an Associate Director of HSBC Global Asset management (HK) focusing on China investments. Before that, he was a Portfolio Manager of Bosera Asset Management focusing on A-share mandates for institutional clients including pension funds and insurance firms. Earlier, he was an Executive Director at the research department of China International Capital Corporation (“CICC”) covering China’s banking sector in both A- and H-share markets. He also had stints with Guotai Junan International and First Shanghai Securities as analysts.
  Among the top 3 banking analysts ranked by the New Fortune magazine during 2008-2012. During the same period, his team at CICC was also named by Asiamoney as Asia’s best China banking coverage team.
  Graduated with a Master’s degree in Economics from Sun Yat-Sen University in China and a Bachelor’s degree in Arts from Guangdong University of Foreign Studies in China. He is a CFA charterholder.
  "

• Ho Norman
• 資歷 23年(2002-09-02 至今)

• Mr. Norman Ho, a Senior Investment Director of Value Partners Hong Kong Limited , serves as Portfolio Manager. At VPHK, he is a key leader in the firm’s investment process with a high degree of responsibility for portfolio management. Mr. Ho joined VPHK in November 1995. He was promoted to the roles of Investment Director and Senior Investment Director in 2010 and January 2014, respectively. Prior to joining VPHK, he was an executive at Dao Heng Securities Limited. Mr. Ho started his career at Ernst & Young. Mr. Ho graduated with a Bachelor’s degree in Social Sciences (majoring in Management Studies) from the University of Hong Kong. He is a CFA charter holder.

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