Company History
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