Our
capabilities
Based in Hong Kong
Actively managed UCITS with
an ESG focus (EU SFDR Article 8)
Investment strategies from Ofi Invest
and DPAM accessible to investors
in Asia through Syncicap
Active and
Sustainable
Fund Management
A team of seasoned Portfolio Managers with a proven track record actively manages a range of Emerging Markets UCITS funds with an ESG focus (EU SFDR Article 8).
3 investment strategies with an ESG focus (SFDR Article 8):
Global Emerging Sovereign Debt
(in local and hard currency)
Chinese Equities (Hong Kong and Mainland China)
Asia Emerging Markets Equities ex China
Our investment
philosophy
At Syncicap, our investment philosophy is built upon a disciplined and long-term approach to investing in Emerging Markets. We believe in the potential of Emerging Markets and our goal is to generate consistent, risk-adjusted returns over the long run. Our investment philosophy can be summarized as follows:
Long-term Focus
We take a long-term perspective when investing in Emerging Markets. We believe that long-term fundamentals drive market performance, and we aim to identify companies with strong growth prospects, solid financials, and sustainable competitive advantages. We also focus on countries with strong economic prospects, political stability, and favorable demographic trends.
Fundamental Analysis
We employ rigorous fundamental analysis to evaluate potential investments. Our team conducts in-depth research to understand the drivers of a company’s success and the fiscal health of sovereign issuers. We assess financial statements, industry dynamics, competitive positioning, interest rate trends, currency risks, and geopolitical factors to identify investments that meet our stringent criteria.
Quality and Growth
We seek to invest in high-quality companies with strong growth potential. We look for companies that demonstrate robust earnings growth, prudent financial management, and a track record of generating shareholder value. Our focus is on companies with sustainable competitive advantages, innovative business models, and the ability to adapt to changing market dynamics. In the debt realm, we focus on issuers with favorable credit ratings and the ability to service their debt. Our goal is to find opportunities that offer superior returns while managing risk.
Risk Management
We are committed to managing risk effectively. We employ a disciplined approach to portfolio construction; diversifying across sectors, market caps, regions, and maturities to mitigate concentration risk and the unique risks associated with currency fluctuations, interest rate volatility, and political uncertainty. We carefully assess the risk-reward profile of each investment, considering factors such as valuation, liquidity, and regulatory risks. We also continuously monitor our portfolio holdings and adjust our positions as market conditions and company fundamentals evolve.
Active Management
We believe in the value of active portfolio management. Our team of experienced portfolio managers utilizes their expertise and market insights to make informed investment decisions. We actively engage with company management to gain a deeper understanding of their strategies, governance practices, and risk management. Through active management, we aim to identify mispriced securities and take advantage of market inefficiencies.
ESG Integration
We recognize the importance of environmental, social, and governance (ESG) factors in investment decision-making. We integrate ESG considerations into our investment process, assessing both companies and sovereign issuers on their environmental stewardship, social responsibility, and governance standards. We believe that investments aligned with strong ESG principles, whether in corporate entities or government policies, are more sustainable and likely to succeed in the long term.
Investor Alignment
We prioritize our investors’ interests and aim to build long-term relationships based on trust and transparency. We provide regular communication and reporting to keep our investors informed about the fund’s performance, holdings, and any material developments. We align our investment decisions with our investors’ objectives and strive to deliver consistent, competitive returns over the long term.
By adhering to this investment philosophy, we aim to generate attractive risk-adjusted returns for our investors while managing downside risk and preserving capital. We believe that a disciplined, long-term approach focused on quality, growth, and risk management is the key to success in the Emerging Markets.
Distribution
of sustainable
investment solutions
Through Syncicap Asset Management, professional investors can also access a full range of mutual funds or discretionary mandates managed by Ofi Invest and DPAM.
Both Ofi Invest and DPAM are at the forefront of the asset management industry by incorporating environmental, social and governance (ESG) factors. Developing expertise in sustainable investments for decades, with dedicated teams of experienced research analysts who provide fund managers with the knowledge and understanding of companies’ ESG engagement.
Global
Equities
A combination of bottom-up stock selection and top-down thematic views, enables the investment teams to pick the long-term winners. The in-house buy-side and sustainability research team, based in Europe and Hong Kong, adds to the generation of alpha in specific fields of expertise.
Thematic Equities Unlocking compelling growth opportunities with a multi-thematic sustainable approach
Fundamental Equities High conviction stock-picking with additional sustainability alpha
Listed Real Estate European REITs are more efficient and liquid than direct real estate
Active engagement in corporate and government debt issues and integration of ESG factors in the investment process lead to long term prosperity.
Government Bonds
Developed Markets: OECD countries committed to stimulate progress and world trade
Emerging Markets
Sustainable approach to EM government bonds in local currency
Corporate Bonds
Investment Grade: Implementing in-depth fundamental and ESG credit research
High Yield
A high current income while reducing credit spread volatility and avoid defaul
Global
Fixed
Income
Private
Markets
Offering investors the best financial and non-financial performance from unlisted assets, combined with a transparent and bespoke service with a sustainable approach.
Private Equity
Private Debt
Real Estate
Precious Metals
