
Chinese money update: losing momentum
June 17, 2025
Chinese monetary trends suggest a continuation of lacklustre economic growth with negligible inflation.
We utilize the stock-picking skills of each of our managers in their respective areas of specialization to
identify companies with distinct competitive advantages that are generating a high or improving
return on invested capital, with good earnings momentum.
Our overall objective is to maximize
exposure to the best market
opportunities while keeping portfolios
within acceptable risk tolerance levels
and ensuring proper diversification
of investment ideas.
To consistently add value through
all phases of the market cycle, we
believe it is necessary to have a process
that is systematic and disciplined. All
components of portfolio construction
are considered carefully.