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Investing in China growth without following consensus works well for this manager - Michelle Leung


Michelle Leung B. G., Opalesque Geneva:
Investing in the high growth generational theme in China can be rewarding especially if the investor seeks non-consensus stocks with attractive values, according to a manager whose fund returned 40% net last year, compared to the MSCI China index s 26%.
Michelle Leung is the founder and CEO of Xingtai Capital Management, which is based in Hong Kong and Shanghai. She describes the firm as a value-driven investor in Chinese growth.
She founded Xingtai Capital because she believed with strong conviction that the way to make maximum returns in public equities in China is to invest using more of a private equity approach. You have to be on the ground in China, close to company management, and do your own proprietary research and your own channel checks to be a successful investor, she tells Matthias Knab during Opalesque s latest Clubhouse podcast. ....

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