Lessons from a Local Chinese Manager (Part One)
Don't make the same mistakes that we've already paid for
MegaTrust Investments is a boutique fund manager specializing in China A-shares (domestic Chinese stocks). We use bottom-up, fundamental research to pick stocks, with a focus on company quality and corporate governance. As of November 2021, the firm has approximately US$700m of assets under management, with over 13 years of Alpha generation (since April…
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