COMPANY PROFILE
South Ocean Management Ltd. ("SOM") was established in Hong Kong in 1992 to invest in the economic growth of China through companies listed on the Hong Kong stock exchange. Founded by Richard E. “Brook” McConnell, Jr., presently President and Chief Investment Officer, the Group commenced offering its services as a fund manager in 1992.
Our disciplined approach to managing discretionary portfolios has been tested throughout many challenging Asian cycles.
The company's investment advisor is registered and regulated by the Securities and Futures Commission (SFC) in Hong Kong, and the company itself is also registered in the US with the Securities and Exchange Commission (SEC).
The two founding members of South Ocean Management, Ltd. wrote and published a book on investing in Hong Kong called, The Investment Opportunity of a Lifetime, Hong Kong, 1997 and Beyond. The book is based on the firm's philosophy of investing in the economic emergence and growth of China through the listed companies of Hong Kong entrepreneurs.
Our President, Richard E. “Brook” McConnell, Jr., has published his book, Insights of an American Investment Manager in Hong Kong, in late 2020. The book is part biographical, part analysis and description of how South Ocean manages investing in the Hong Kong stock market.
Our Services
South Ocean Management invests in concentrated portfolios of less followed stocks on the Hong Kong Stock Exchange. We stay in close contact with the company officers and managers of all our holdings. We are long-term oriented as demonstrated by a low portfolio turnover ratio.
We have been based in Hong Kong since 1992 and remain focused on the Greater China markets.
Clients receive regular information and analysis on the holdings in their portfolios. From our perspective in Hong Kong, we have first hand knowledge of current events, which often differs from Western media and analytical interpretation.
We manage segregated accounts for US clients and South Ocean is also the fund manager to a Delaware Limited Partnership fund.
For more specific information, please contact us with any questions at: info@south-ocean.com