Investment Strategy
-
South Ocean Management, Ltd. invests in concentrated portfolios of less followed stocks. Stock selection is made on careful analysis of each company’s financial data and their historic and projected business plans.
-
The management of the companies we buy must have a proven track record.
-
We invest in companies that focus their business in China and derive a significant proportion of their revenue from China.
-
We visit regularly with the management of most of the companies we own. Our on the ground presence and company, factory and management visits assist in monitoring the holdings in our portfolios.
Our Services
Fund investment in Hong Kong is predominantly with large financial institutions. Investors are unaware of changes in their investments or which individual fund managers are responsible. Unit investment trusts, like mutual funds, are managed by large financial concerns, with diverse objectives, and are predominately invested in index-related stocks.
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 ration (i.e. less than 20%).
We have been based in Hong Kong since 1992 and remain focused on the Greater China markets, primarily Hong Kong. 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 further information about our segregated client accounts and limited partnership fund see the links below.
For more specific information please contact us with any questions at: info@south-ocean.com