7 Things You Need To Know About Value Partners
assets under management2
Top Investment House in Asian G3 Bonds 3
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
14.9% annualized return
since 1993, a reflection of our consistent track record4
Value Partners At A Glance
Established in 1993, Value Partners is - today - one of Asia's leading and most respected asset management firms with assets of around US$13.1 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.
As the first listed asset management firm on the Main Board of the Hong Kong Stock Exchange, Value Partners Group (stock code: 806.HK) is currently a Constituent Stock of Hang Seng Composite SmallCap Index.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 31 October 2020.
2. As at 30 November 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 November 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 November 2020): +25.4%.