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…