Hong Kong – House Awards: Long/Short Equity

Dear fellow Jurors, 

Thank you for offering your precious time in helping to assess the candidates’ strategies.

Before Scoring, please read this first:-

  1. Would you please make sure you have your Judging ID put on to each scorecard?  Your ID is next to your name on your private portal. 
  2. We have prepared comparison data for each pillar so that you can see everything at a glance among the candidates.  We encourage you to refer to the compartment while you’re judging the respective pillar.
  3. Everything is on one page now, so you don’t have to search from different folders, and the scorecard is on the right so that you can scroll along when you’re finished with one pillar and go to the next.
  4. As always, your written comments, whether pillar by a pillar or one overall comment, are highly appreciated and would help the candidates become better.
  5. If you are joining us at The Gatekeeper Forum, please save Scoring until after the session.
  6. Unfortunately, you cannot save your work for later, and therefore, once you’ve started scoring a company, you’ll have to finish.  You can come back later to score for another company later.  
  7. You DO NOT have to score Pillar 5  again after giving your score once to the same company during judging.  
  8. For categories with more than 3 participants, please select a minimum of three candidates whom you think are worthy of your time and whom you think should be on the top 3 for the Best-in-Class title for scoring and comments.  Your shortlisting basis could be based on return performance, ESG or other indicators you feel are most important.  The button “COMPARE STRATEGIES” on the category page will give you the quantitative data you need for comparisons over the four pillars.

Pillar 1. Investment process

To examine the principles and the team’s investment style and consistencies, accountability, and investor alignment

Pillar 2. Portfolio construction

To examine the portfolio disciplines, liquidity capability, investment/ divestment principles, and research resources

Pillar 3. Performance & Risk

To examine how performances and risks are generated, net returns together with drawdowns and recovery and investor diversification

Pillar 4. Stewardship

To examine the manager’s commitment to engagement and disclosure, responsible shareholding policies, and driving changes for investees

Pillar 5. Corporate Quality

To examine the company's commitment to responsible stewardship while ensuring healthy and sustainable growth

CONTESTANTS
No Information

Upon an excellent set of risk-adjusted returns, GaoTeng Emerging Markets Plus Long/Short Fixed Income Alpha Fund’s AUM has significantly increased nearly 13 times to US$281.31 million since inception. We have received tremendous investor interests and attracted our first Global Pension, Endowment and Foundation investors this year.  We also believe the successful completion of the thorough and comprehensive ODD processes is a testament to GaoTeng’s long-term investment excellence, solid risk management framework, and strong technology and operational capabilities.

Thanks to great team efforts, GaoTeng Global Asset Management ’s AUM has surpassed HK$ 20 billion as of end of Q3 2021, remarkably increasing 80+ times since end of 2018 after GaoTeng launched its first public fund in Hong Kong.

Note: data as of 30 September 2021; GaoTeng launched its first public bond fund in November 2018.

Presenter

Daniel Li , CIO(Equities)
GaoTeng Global Asset Management
Category: Alternatives – Long/Short Equity

Jurors

  1. Wyman Leung, Chief Investment Officer, AMG Financial Group Ltd
  2. Belinda Hsieh, Executive Director, Head of Treasures Investment Product & Advisory, CBG & Wealth Management , DBS Bank (Hong Kong) Limited
  3. Sally Liang, Data Manager, WealthAsia Group
No Information

Is the sovereign wealth fund that helped them with their ESG approach managed via a separately managed account or are they an investor in one of, or additional other Zeal funds?

Due to confidentially agreement in our sovereign wealth client, we are unable to disclose in detail the vehicle(s) in which they are invested. We would like to mention that we manage all of our products (funds and separately managed accounts) with the same ESG incorporated framework.

Presenter

Daniel Poon , Managing Director, Deputy Chief Investment Officer
Zeal Asset Management
Category: Alternatives – Long/Short Equity

Jurors

  1. Joanne Murphy, Managing Director, Asia Pacific, CAIA
  2. Belle Liang, Head of Investment Advisory and Executive Director of Hang Seng Investment Services, Hang Seng Bank Limited
  3. Adrian Chan, Associate Director of Investment, RS Group