Fundamental Equities

We run China focused and Asia Ex Japan long-only equity products.

Sun Venture Fundamental Equities

The Sun Venture Fundamental Equities team utilizes our familiarity and expertise with Asian markets to run both China focused and Asia Ex Japan long-only equity products. We aim to outperform the relevant benchmarks over a three-year horizon.

We emphasize a methodical, bottom-up analysis of company fundamentals and the relevant value chains to identify quality companies with compounded growth over the medium term to long term. 

Our due diligence process involves developing an in-depth understanding of industry competitive dynamics, key drivers, customer value add as well as barriers to entry. We also actively utilize alternative data providers and industry experts to validate our investment thesis.

Our investment approach is driven by our conviction from our research process, and our prudence in risk management. We keep an active view on both macro and micro developments that may distort our portfolio risk-adjusted returns.

As long-term investors backed by our research conviction, we have the discipline to weather volatility to ride out market routs. We do so by maintaining our prudence to manage controllable risks to secure our long-term portfolio returns.

Our Team

Our team is composed of diverse and highly qualified individuals who are down to earth, eager to learn and willing to go the extra mile to do things the right way. We believe in developing sector specialization among our analysts and we encourage close collaboration to identify unique opportunities.

We encourage open exchange of opinions and ideas in a flat, collegial environment. We believe that free flowing debates with constructive feedbacks are critical to identifying the best stocks.