Lombard Odier launches fresh China strategy

October, 2020 Print

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Lombard Odier Investment Managers (LOIM) has expanded its global high conviction equity product range, with the launch of a new China strategy that aims to capitalise on growing Chinese domestic demand for products and services.

LOIM’s China High Conviction strategy invests in high quality companies with sustainable business models that have the potential to deliver attractive economic returns over the long term.

The strategy captures several investment themes across a diversified portfolio of 30 to 50 stocks, balanced across three buckets – quality value, high growth and corporate events – to navigate through different market cycles.

It aims to benefit from the Chinese economy’s rapid diversification into services, supported by a growing highly-educated workforce and rapid adoption of efficient technology.

“The opportunity in China is unparalleled in our view,” said Didier Rabattu, head of equities at LOIM. “Traditional equity indices have consistently under-represented Chinese companies and we believe it is still an untapped and high-potential market.”

China’s prolonged growth and extensive diversification into domestically-driven sectors would continue to transform the investment universe and this strategy is perfectly placed to capture these opportunities, he added.

The strategy is managed by LOIM’s Asia investment team.

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