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Greater China strategy

The strategy seeks to achieve capital growth over the longer term by investing in companies that stand to benefit from the key drivers behind China’s economic expansion. These companies can be listed in Hong Kong, mainland China, or other global exchanges.

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Philosophy

The team believes that stock markets in China are largely inefficient and that long-term outperformance can be achieved by investing in under-researched companies at a reasonable price, and leveraging Manulife’s on-the-ground resources to uncover inefficiencies.  

Managed by

Wenlin Li

Senior Portfolio Manager, Greater China Equities

Wenlin is Managing Director and Senior Portfolio Manager for Greater China equities.  Based in Hong Kong, Wenlin manages the China A-shares, Greater China as well as Shariah compliant related China equity portfolios.

Before joining the Firm, Wenlin was an associate vice-president at RCM covering the China A-share market with a wide range of sector responsibilities. He also assisted in managing the China A-share equity portfolio. Prior to that, he was with UBS (Asia), where he spent four years on the telecommunications team and one year as lead Internet sector analyst. He previously spent two years at Goldman Sachs (Asia) focusing on consumer and auto sectors.

Wenlin holds a Master of Finance from Peking University and a Bachelor of Accounting from the University of Technology and Science, China.

  • Joined the company: 2011
  • Began career: 2004
Wenlin Li

Kai-Kong Chay, CFA

Senior Portfolio Manager, Greater China Equities

Kai Kong is Managing Director and Senior Portfolio Manager for Greater China equities. Based in Hong Kong, he oversees the Greater China equity desk and works closely with investment specialists based across Hong Kong, China and Taiwan to lead management of the firm's Greater China portfolios and strategies.            

Kai Kong is a seasoned investment professional with more than 23 years of investment experience covering Greater China markets, including 18 years as a portfolio manager. His career spans lead manager roles at Reliance Asset Management in Singapore and Standard Life Investments (Asia) in Hong Kong. He has also managed Greater China funds for Pioneer Investments and CMG First State in Singapore. He has a strong performance track record which includes managing top-quartile-performing Greater China funds in his previous roles.

Kai Kong holds a Bachelor of Accountancy from Nanyang Technological University. He is a CFA charterholder and a member of the Association for Investment Management and Research (AIMR).

  • Joined the company: 2011
  • Began career: 1997
Kai-Kong Chay, CFA

Vehicles

At Manulife Investment Management, we offer investment strategies through a variety of vehicles to suit a broad range of client needs. Contact our institutional sales or consultant relations team to find out if this strategy/vehicle is offered in your region. 

  • Separate accounts

    Our separate accounts and separately managed accounts (SMAs) are designed for institutions and high-net-worth clients seeking tailored investment solutions and direct ownership of securities. 

  • CITs

    Our professionally managed collective investment trusts (CITs) are available in certain qualified retirement plans.

  • Mutual funds

    Mutual funds are liquid, professionally managed portfolios which are available to both institutional and retail investors.

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Related

January 14, 2022

Greater China equities: opportunities abound

Kai-Kong Chay, CFA

Kai-Kong Chay, CFA,  Senior Portfolio Manager, Greater China Equities Manulife Investment Management

The pandemic may have accelerated the pace of China’s transition and brought about unprecedented change in the greater China region, we believe ample opportunities can still be found in the onshore A-shares market, and stock markets in Hong Kong and Taiwan.
Read more

January 20, 2022

Why Asia is likely to escape the global inflation scare

Sue Trinh

Sue Trinh,  Former Co-Head, Global Macro Strategy, Multi-Asset Solutions Manulife Investment Management

The economic outlook for Asia in 2022 remains mixed as macro headwinds continue to weigh on growth; however, we believe that inflationary pressure in the region is much less acute than in other parts of the world.
Read more
Important information

The material contains information regarding the investment approach described herein and is not a complete description of the investment objectives, risks, policies, guidelines or portfolio management and research that supports this investment approach. Any decision to engage Manulife Investment Management should be based upon a review of the terms of the prospectus, offering documents or investment management agreement, as applicable, and the specific investment objectives, policies and guidelines that apply under the terms of such agreement. There is no guarantee investment objectives will be met. The investment process may change over time. The characteristics set forth above are intended as a general illustration of some of the criteria the strategy team considers in selecting securities for client portfolios. Client portfolios are managed according to mutually agreed upon investment guidelines.

This information has been provided by Manulife Investment Management. All material is compiled from sources believed to be reliable and correct but accuracy cannot be guaranteed. This is not to be construed as an offer to buy or sell any financial instrument nor does it constitute an offer or invitation to invest in any fund managed by Manulife Investment Management and has not been prepared in connection with any such offer. This information does not constitute, and should not be construed as, investment advice or recommendations with respect to the securities and sectors listed.

References to securities, transactions or holdings should not be considered a recommendation to purchase or sell a particular security and there is no assurance that, as of the date of publication, the securities remain in the portfolio. Additionally, it is noted that the securities or transactions referenced do not represent all of the securities purchased, sold or recommended during the period referenced and there is no guarantee as to the future profitability of the securities identified and discussed herein.

The indices cited are widely accepted benchmarks for investment performance within their relevant regions, sectors or asset classes, and represent non managed investment portfolio.