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Investment Philosophy

Guiding Principles

Bottom-up long-term focus on industry trends, business fundamentals, competitive edges and management’s track records are the basis of our stock picking

Top-Down country and sector allocation is based on macroeconomic analysis

ESG and risk control are integrated in both stock-picking and portfolio management processes

Due Diligence

In house research combined with thorough on-the-ground due diligence are critical. Access to management is a must

In house research combined with thorough on-the-ground due diligence are critical. Access to management is a must

Our superior 23-year+ track record is the result of our high conviction investment approach and concentrated portfolio construction that results in a high short term tracking error and long term steady outperformance throughout business cycles

Investment Framework

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DISCLAIMER

  • JK Capital Management Limited maintains this web site as a service to its customers. By using this web site, you agree to the following terms of use, which JK Capital Management Limited may unilaterally change at any time.
  • JK Capital Management Limited is authorized and regulated by the Hong Kong Securities and Futures Commission (“SFC”). However, the funds described in this web site are not authorized by the SFC and therefore are not available to the public in Hong Kong.
  • The information on this web site has not been reviewed by the SFC or any regulatory authority in Hong Kong. By law, the web site you are about to access is strictly restricted in Hong Kong to “professional investors”. Only “professional investors” are eligible to access the information herein. As defined in the Securities and Futures Ordinance (Cap 571, Laws of Hong Kong) and its subsidiary legislation, which may change from time to time, “professional investors” include the following:
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    • Licensed banks, their wholly owned subsidiaries and holding companies;
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    • Authorised retail funds;
    • Hong Kong mandatory provident fund schemes or a trustee or an investment manager of any such scheme;
    • Any government of central banking authority;
    • An individual with a portfolio of investments valued at a minimum of HK$8m;
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    • A trust corporation with total assets of at least HK$40m; and
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  • Information in the web site neither constitute an offer or public offering to anyone, nor a solicitation by anyone, to subscribe for shares of any funds. Nothing in the web site should be construed as advice and is therefore not a recommendation to buy, sell or hold shares, fund units or any other investment securities.
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  • This web site contains links to other web sites. JK Capital Management Limited is not responsible for the availability of these outside resources or the accuracy of their contents. JK Capital Management Limited neither endorses, nor is it responsible for any of the contents, advertising products or other materials that may appear on those web sites.
  • Investment involves risk. Historical results do not necessarily indicate future performance.