7 Things You Need To Know About Value Partners
assets under management2
Top Investment House in Asian G3 Bonds3
230 Awards and Prizes
About 70 Investment Professionals
focusing on Greater China
and Asia investment
27 Years of history
weathering financial crises regionally and globally
due diligence research meetings annually
14.4% annualized return
since launch in 1993, a reflection of
our consistent track record4
Value Partners At A Glance
Established in 1993, Value Partners Group (Hong Kong stock code: 806) is - today - one of Asia's leading and most respected asset management firms with assets of around US$12.5 billion2.
Our investment strategies encompass Equities, Fixed Income, Alternatives, Multi-asset and Quantitative Investment Solutions, enabling us to serve the needs of our institutional and individual clients in Asia Pacific, Europe and North America. Link to Investor Relations
1. Performance ranking is based on the performance of funds which are categorized under the Morningstar Greater China Equity Fund category and with performance history started before 1 April 1993. Based on the performance from 2 April 1993 to 30 September 2020.
2. As at 31 October 2020 (unaudited).
3. Refer to The Asset Benchmark Research Awards 2020, under Hong Kong’s Asset Managers category.
4. Refer to performance of Value Partners’ flagship fund (A Units), as at 30 September 2020. Performance of the fund over past five years: 2014: +13.5%; 2015: -1.5%; 2016: -3.2%; 2017: +44.9%; 2018: -23.1%; 2019: +32.4%; 2020 (year-to-date, as at end of September 2020): +8.9%.