FEG Manager Spotlight Replay: A Look At China
FEG recently hosted our first Manager Spotlight Webinar. This was a panel discussion followed by breakout sessions. We are pleased to share a replay of the panel discussing the pros and cons of investing in China, emerging markets in general, and an investment outlook for Asia.
BO MEUNIER, CFA
Senior Managing Director, Partner, and Equity Portfolio Manager
Bo is an equity portfolio manager on the Emerging Markets Team at Wellington Management. She currently manages China-focused regional portfolios and provides research to her team on China and the real-estate industry. Bo works in Wellington's Hong Kong office. Bo received her MBA from Babson College (Olin, 1998), where she graduated with honors and was awarded a Babson Fellowship.
She earned her BS, with high honors, in scientific English at the Harbin Institute of Technology, China (1992). In addition, she holds the Chartered Financial Analyst designation.
Portfolio Manager of the Emerging Markets Strategy
John is the portfolio manager of the Emerging Markets strategy at RWC Partners. He also serves as a member of the investment committee for the RWC Emerging and Frontier Markets strategies. He has 28 years of experience in international investment management and commodity, and debt and equity research analysis. John previously held the position of Senior Managing Director, Director of Investments at Everest Capital where he worked since 1996.
He holds a BS in Management from Norwich University and an MBA from the Boston University Graduate School of Management.
Partner, Founding Member, and Co-CIO
Kenneth Lee is a Partner, Founding Member and Co-CIO at Pleiad Investment Advisors. Previously, Mr. Lee worked at SFM HK Management Limited, the Hong Kong-based subsidiary of Soros Fund Management LLC. Prior to joining Soros, Mr. Lee was a Partner and Founding Member at Sequoia Capital Global Equities managing the Asia investments for the fund. He joined Sequoia Capital from Tiger Asia Management where he was a participating partner and Director co-leading all investments in Greater China.
Mr. Lee holds a Bachelor of Arts degree in Jurisprudence (magna cum laude) from Amherst College and a Master of Business Administration from Harvard Business School.
This presentation was prepared by FEG (also known as Fund Evaluation Group, LLC), a federally registered investment adviser under the Investment Advisers Act of 1940, as amended, providing non-discretionary and discretionary investment advice to its clients on an individual basis. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. FEG Form ADV Part 2A & 2B can be obtained by written request directed to: FEG, 201 East Fifth Street, Suite 1600, Cincinnati, OH 45202 Attention: Compliance Department.
The information herein was obtained from various sources. FEG does not guarantee the accuracy or completeness of such information provided by third parties. The information in this presentation is given as of the date indicated and believed to be reliable. FEG assumes no obligation to update this information, or to advise on further developments relating to it.
Neither the information nor any opinion expressed in this presentation constitutes an offer, or an invitation to make an offer, to buy or sell any securities.
Past Performance is not indicative of future results.
Index performance results do not represent any portfolio returns. An investor cannot invest directly in a presented index, as an investment vehicle replicating an index would be required. An index does not charge management fees or brokerage expenses, and no such fees or expenses were deducted from the performance shown.
Diversification does not assure or guarantee better performance and cannot eliminate the risk of investment loss.
This presentation is prepared for informational purposes only. It does not address specific investment objectives, or the financial situation and the particular needs of any person who may receive this presentation.
Any return expectations provided are not intended as, and must not be regarded as, a representation, warranty or predication that the investment will achieve any particular rate of return over any particular time-period or those investors will not incur losses.
Standard deviation is a measure of the dispersion of a set of data from its mean.
The S&P 500 Index is capitalization-weighted index of 500 stocks. The S&P 500 Index is designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.
The FTSE NAREIT Composite Index (NAREIT) includes only those companies that meet minimum size, liquidity and free float criteria as set forth by FTSE and is meant as a broad representation of publicly traded REIT securities in the U.S. Relevant real estate activities are defined as the ownership, disposure, and development of income-producing real estate. See www.ftse.com/Indices for more information.
The MSCI ACWI (All Country World Index) Index is a free float-adjusted market capitalization weighted index that is designed to measure the equity market performance of developed and emerging markets. The MSCI ACWI consists of 45 country indices comprising 24 developed and 21 emerging market country indices. The developed market country indices included are: Australia, Austria, Belgium, Canada, Denmark, Finland, France, Germany, Greece, Hong Kong, Ireland, Israel, Italy, Japan, Netherlands, New Zealand, Norway, Portugal, Singapore, Spain, Sweden, Switzerland, the United Kingdom and the United States. The emerging market country indices included are: Brazil, Chile, China, Colombia, Czech Republic, Egypt, Hungary, India, Indonesia, Korea, Malaysia, Mexico, Morocco, Peru, Philippines, Poland, Russia, South Africa, Taiwan, Thailand, and Turkey. See www.msci.com for more information.
The Dow Jones Industrial Average (DJIA), Dow Jones Industrial Average (DJIA), or simply the Dow is a stock market index that measures the stock performance of 30 large companies listed on stock exchanges in the United States.