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
Buy-side
Research
The backbone of Syncicap:
Our Research Team's expertise
All funds managed by Syncicap Asset Management benefit from in-depth research at multiple levels. The research team consists of 6 dedicated analysts with sector focus, covering Asia Pacific markets. Their role is to provide portfolio managers with a clear investment framework and to support them in generating alpha.
The research team at Syncicap plays a crucial role in the investment process. With their sector-specific expertise, our analysts conduct in-depth research and analysis on companies within their respective sectors. They closely monitor industry trends, company financials, competitive landscapes, and other relevant factors to gain a comprehensive understanding of the investment opportunities within their coverage universe.
Collaboration at the core:
Portfolio Managers and Analysts in sync
The research team’s primary objective is to provide portfolio managers with a solid investment framework. They generate detailed reports, investment theses, and recommendations based on their analysis. These insights help portfolio managers make informed investment decisions and identify potential alpha-generating opportunities.
Investment decisions are based on the continuous interaction between the portfolio managers and the research team. The collaboration between portfolio managers and the research team is a critical element of the investment process. Regular meetings and discussions ensure a continuous flow of information and insights. Portfolio managers provide feedback on the research team’s analysis, challenge assumptions, and seek additional information or clarification when necessary.
The research team, in turn, benefits from the portfolio managers’ perspectives and insights gained from the field. This iterative process fosters a symbiotic relationship between the research team and portfolio managers, enabling them to refine their investment approach and identify the most attractive investment opportunities in the Asia Pacific markets.
Beyond individual expertise:
Cultivating collective insight
Through regular meetings, research presentations, and internal forums, portfolio managers and analysts from different strategies share their insights and discuss investment ideas. This cross-fertilization of ideas allows for a broader perspective and helps identify potential investment opportunities that may be overlooked by a single person. It also promotes a culture of continuous learning and improvement within the organization.
In summary, Syncicap’s investment approach benefits from in-depth research conducted by a dedicated research team. The collaboration between portfolio managers and the research team, as well as cross-fertilization with other strategies, enhances our investment process.
Active and
Sustainable
Fund Management
Leveraging on our strong Buy-side Research capabilities based In Hong Kong, 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 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 DPAM and Ofi Invest.
Both DPAM and Ofi Invest 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
