Exploring China's onshore markets with RCM Alternatives Pt. 3: Harnessing China's Asset Management

In the third part of the series "Exploring China's Onshore Markets with RCM Alternatives," Matthew Bradbard from RCM China and Alvin Fan from OP Investment Management (OPIM) delve into the opportunities within China's asset management industry for investors. They focus on the potential that emerging managers hold in diversifying investment portfolios. The discussion covers how China's investment landscape, rich with unexplored avenues, compares with global standards, emphasizing the roles of lesser-known managers in the market.
Fan and Bradbard share insights on their unique approach to portfolio construction in China, particularly focusing on emerging managers, some of whom have significant track records. They highlight their efforts to make less familiar investment strategies and markets accessible to offshore investors, drawing parallels with investing in emerging talents globally. Bradbard discusses conducting onsite due diligence on two contrasting types of managers: a prominent fixed-income manager and a quant trader branching out from a U.S. strategy. They explore whether these managers are truly emerging or are established entities using novel approaches, also discussing the limitations of high-performing strategies due to capacity constraints.
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Check out the previous two parts here incase you missed them:
Part 2: Four pathways to China's markets - • Exploring China's Onsh...
Part 1: Uncovering China's Commodity Cornucopia - • Exploring China's Onsh...