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Hong Kong Equity

Our Hong Kong Equity strategy operates under a diverse global equity platform with dynamic, bottom-up-style investment teams possessing local and specialist knowledge. We are committed to delivering high-conviction strategies focused on long-term performance and sustainable growth.

Our philosophy

Our investment process for the Hong Kong Equity strategy focuses on bottom-up fundamental research within a quality growth framework. We aim to invest in companies that trade at a reasonable price and provide high-quality growth, believing that if the growth is sustainable, their stocks should deliver returns in line with or beyond their earnings growth and potentially outperform the market throughout business cycles.

Our process

  • The strategy employs a disciplined and repeatable investment process. Bottom-up selected quality growth stocks are structurally classified into three growth categories depending on their stage of development, namely compounders, accelerators and turnarounds
  • We have a macro overlay with a flexible approach to sector, style, cash level, Hong Kong local stock weighting, and non-benchmark selections, which enables us to adapt to the unique nature of the Hong Kong equity market and navigate different market cycles
  • Our robust risk management process potentially optimises returns in volatile markets while maintaining diversification

HSBC strengths

  • The strategy has been actively investing in Hong Kong equities through various market cycles since 1987
  • We have a diversified and empowered investment team embracing a broad range of age, cultural and educational backgrounds
  • On top of our Hong Kong equity capabilities, our investment team also covers China A-shares. This could potentially provide more insight about the Hong Kong market, especially given the increasing number of companies dual listing in the A-share and Hong Kong markets, as well as the increasing role of mutual access programmes, such as the Stock Connect Schemes, play in the SAR
  • We benefit from the goodwill and strong relationships that come with being a part of the HSBC Group and our strong insight into client needs through on-the-ground presence
Risk Warning
The value of investments and any income from them can go down as well as up and investors may not get back the amount originally invested. Where overseas investments are held the rate of currency exchange may also cause the value of such investments to fluctuate. The views expressed above were held at the time of preparation and are subject to change without any notice.

Focus on

Investment expertise