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
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
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Fax: +852 2523 4142
info@jkcapitalmanagement.com
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