Inception: September 2005
Benchmark: MSCI China A Onshore Total Return Index
Lead Portfolio Manager: Jun Li, MBA
Investment Adviser: Sagard China
- Shanghai-based, fully bilingual investment team with dedicated sector analysts supported by a team of generalists to support extensive fundamental research.
- Research-focused, high-conviction portfolio with approximately 20 holdings.
- Long-term investments in core sectors such as healthcare, technology, and consumer goods.
Sagard China implements a long-term, fundamentals-based strategy focused on China’s public equity markets. Sagard China’s focus is on business sustainability over the long term. Sagard China believes its edge is its private-equity approach to public markets investing: long-term time horizon, concentrated portfolio, forensic due diligence, and emphasis on corporate citizenship and good governance.
- Portfolio management is driven by fundamental insights with few top-down constraints.
- Bottom up idea generation from extensive industry knowledge, company visits and a strong network of local contacts.
- Risk-focused, stock by stock conviction, which is based on intrinsic value and growth expectation.
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Investing involves risk.
The contents of this document are provided for illustrative and marketing purposes and do not constitute specific advice regarding your personal investment situation or provide specific individual advice about investment, insurance, financial, legal, accounting, tax or similar matters. Certain information contained in this document is obtained from third parties. Mackenzie Investments believes such information to be accurate and reliable as at the date hereof, however, we cannot guarantee that it is accurate or complete or current at all times. The information provided is subject to change without notice and Mackenzie Investments cannot be held liable for any loss arising from any use of or reliance on the information contained in this document. No portion of this communication may be reproduced or distributed to anyone without the express permission of Mackenzie Investments.
GIPS Compliance Statement
Mackenzie Investments claims compliance with the Global Investment Performance Standards (GIPS®).
MSCI China A Onshore Index: The MSCI China A Onshore Index captures large and mid cap representation across China securities listed on the Shanghai and Shenzhen exchanges.
Sagard China is not carrying out any financial advisory services and not acting as any investor’s and potential investor’s financial adviser or in any fiduciary capacity. Sagard China accepts no liability and responsibility, whatsoever, for any direct or consequential loss arising from any use of or reliance on this publication. This material is provided on an “as is” and “as available” basis and subject to change, of whatsoever form and nature, at any time without notice.
SAGARD CHINA IS COMPRISED OF POWER PACIFIC INVESTMENT MANAGEMENT INC., A CANADIAN CORPORATION REGISTERED WITH SECURITIES REGULATORS IN ONTARIO AND QUEBEC AS A PORTFOLIO MANAGER AND INVESTMENT FUND MANAGER, AND POWER PACIFIC CORPORATION LIMITED, A GENERAL RESEARCH TEAM BASED IN HONG KONG AND SHANGHAI THAT IS NOT REGISTERED, LICENSED OR OTHERWISE QUALIFIED UNDER THE LAWS OF ANY JURISDICTION AS AN ASSET OR PORTFOLIO MANAGER.