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Thank you for offering your precious time in helping to assess the candidates' strategies.
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- For the benefit of your time, the candidates you'll be scoring at The Gatekeepers Forum have been shortlisted based on their raw submissions to a lengthy due diligence questionnaire which you can find under the “Raw Submission" tab.
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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
Manager Profile:
Fact Sheets and Reports:
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
- Wyman Leung, Chief Investment Officer, AMG Financial Group Ltd
- Belinda Hsieh, Executive Director, Head of Treasures Investment Product & Advisory, CBG & Wealth Management , DBS Bank (Hong Kong) Limited
- Sally Liang, Data Manager, WealthAsia Group
Manager Profile:
Fact Sheets and Reports:
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
- Joanne Murphy, Managing Director, Asia Pacific, CAIA
- Belle Liang, Head of Investment Advisory and Executive Director of Hang Seng Investment Services, Hang Seng Bank Limited
- Adrian Chan, Associate Director of Investment, RS Group