Company History
2024
- Launched the first Japan REIT Fund authorized by the Securities and Futures Commission1
2023
- Launched the Group’s first Article 8 UCITS ESG fund, also the first HKSFC-authorized Asia ex-Japan-focused food and nutrition thematic ESG fund1.
2021
- Launched the first eco-friendly thematic strategy
- Launched a Shariah China A-Share ETF, the first ever in Malaysia
2020
- Our WFOE in Shanghai obtained onshore private funds investment advisory qualification
2019
- An Asia high dividend equity strategy received approval to join the MRF scheme
2018
- Opened offices in Kuala Lumpur and Shenzhen
- Flagship Greater China equity strategy received approval to join Mainland-Hong Kong Mutual Recognition of Funds (“MRF”) scheme
- Announced the establishment of an inaugural private equity fund that focuses on the Chinese education sector
2017
- Our Wholly Foreign Owned Enterprises in Shanghai received Private Fund Management (“PFM”) licence
- Launched the Group’s first Global Emerging Market product
- Became a strategic partner with Forbes Global Media Holdings
2016
- Opened office in London
- Established alternative investment capability focus in real estate, private equity and private debt investments
2015
- Obtained QDLP license to expand private fund business on the mainland of China
- Launched our first product in the US retail market in collaboration with our distribution partner
2014
- Established Southeast Asia foothold with a Singapore office
2013
- Received RQFII quota; also act as investment advisor for a QDII product
- Set up office in Beijing
- Group’s AUM exceeded US$10 billion in November
2012
- Launched the Group’s first UCITS-compliant fund in Europe
- Launched the Group’s first fixed income retail fund
2011
- Formed a partnership with Hong Kong University of Science and Technology Business School to set up the Value Partners Center for Investing
- Acquired 50% stake in Sensible Asset Management HK from Ping An Insurance of China, and became the sole shareholder of the Value ETF business
- Formed an asset management joint venture in Taiwan (Note: Value Partners sold its entire stake of this JV in August 2017.)
- Formed a joint venture company in Chengdu to operate and develop small loan business (Note: Value Partners sold its entire stake of this JV in October 2017.)
2009
- Set up new investment research office in Shanghai (China), with the Wholly Foreign-Owned Enterprise (WFOE) status granted in June 2011
- Value China ETF became our first value-based ETF product listed in Hong Kong.
2007
- Value Partners Group Limited listed on the Main Board of the Stock Exchange of Hong Kong
2004
- Launched the Group’s first alternative investment fund
- Commenced quantitative investment fund business
2002
- Launched Value Partners High-Dividend Stocks Fund
1993
- Founded in February 1993 by Dato’ Seri CHEAH Cheng Hye and Mr. V-Nee YEH and commenced asset management business
- Launched flagship fund – Value Partners Classic Fund – with about US$5 million in assets under management
1 SFC authorization is not a recommendation or endorsement of a scheme nor does it guarantee the commercial merits of a scheme or its performance. It does not mean the scheme is suitable for all investors nor is it an endorsement of its suitability for any particular investor or class of investors.