BOCHK Asset Management Limited

Investment Philosophy

At BOCHK Asset Management, we endeavour to maximise your potential returns by implementing active risk management and formulating disciplined portfolios.

By focusing on the quality and value of investment, we seek to deliver consistent investment returns through a unique combination of fundamental research and quantitative analysis.

Recognising principal protection is as important as wealth accumulation, we adopt a prudent approach at times of market fluctuation.

Investment Process

Our institutional quality investment process is based on fundamental research supported by quantitative analysis.

Equity

While employing our proprietary tools and research, we seek advice from external brokers and research providers. We also enjoy a unique edge in sharing the resources in researches and strategic analysis from the BOCHK Group, which provide us with valuable insights into China's economic policies and issues.

Our stock selection process is based on fundamental research. We visit the company management, carry out in-depth analysis and conduct due diligence on each company that we cover. Our fundamental research and portfolio formulation are supplemented by stringent quantitative analysis.

Fixed Income

"Value for risk" is our philosophy for fixed income investment. We understand that clients have different risk appetites and return requirements. Thus, by assessing "value" and "risk" from the perspectives of clients, we invest in bonds with adequate yields to compensate the risks borne by clients.

We believe that a disciplined fixed income investment process is indispensable for superior and consistent investment performance. We carefully evaluate both "value" and "risk" in a comprehensive and systematic way before making investment judgements. Our top-down and bottom-up investment approaches are supported by in-depth fundamental analysis and proprietary quantitative models.

By accepting the Terms and Conditions as set out on https://www.bochkam.com, you shall be deemed as users of this Site and acknowledge that you are responsible for ensuring that the legislation applicable to you in your jurisdiction permits you to consult this Site and you represent and warrant that you have the necessary means and skills to access this Site and use it in the intended manner only. The Terms and Conditions are subject to change without prior notice; and you should conduct your own verification of the information contained herein. Investment involves risk. Past performance is not indicative of future performance. Please refer to the respective fund documents for further information, including but not limited to the risk factors before investing. Printed copies of the fund documents or other information of the funds/sub-funds are available from the distributors of the respective funds/sub-funds and BOCHK Asset Management Limited. The above information does not constitute any offer or recommendation to implement or liquidate an investment or to carry out any other transaction. Investors should not solely rely on this Site to make any investment decision or any other decision. Any investment decision should be based on appropriate professional advice specific to the investors' needs. The advertisement contained herein has been issued by BOCHK Asset Management Limited and has not been reviewed by SFC.

This webpage has not been reviewed by SFC.

24 November 2023

Statement on Fraudulent Social Media Post

BOCHK Asset Management Limited ("BOCHKAM") would like to alert our investors and the general public to a fraudulent social media post which includes promotional material from BOCHKAM's spokesperson. The post invites the general public to sign up for an activity which claims to share stock investment advice. BOCHKAM declares that it has no connection with the aforementioned fraudulent social media post.

BOCHKAM reiterates that it does not request investors to provide any personal information through social media posts. To avoid being scammed, BOCHKAM advises the general public to remain vigilant and always verify the authenticity of social media posts.

BOCHK Asset Management Limited

Company Profile