Lloyd George Management (HK) Limited is a conservative, long-only funds manager. We invest in diversified equities in Greater China, India, North Asia and ASEAN markets. Building on Robert Lloyd George’s forty years as a successful emerging markets funds manager, we seek out long term opportunities to acquire valuable assets that contribute to the engines of economic growth in this dynamic region.
The investment strategy uses both top-down asset allocation and bottom up analysis to build a concentrated portfolio. The investment team identifies growth themes across the investment universe and will research and invest in companies in specific sectors which will benefit from these themes. Stock selection focuses on strong cash flow generation and sustainable dividend yield.
Our style is to make concentrated investments in pursuit of capital gains and, where possible, dividend yield. The Funds generally eschews companies with high levels of indebtedness, seeking quality and shareholder value for money on a low turnover basis.
The Fund’s rigorous research process includes regular company contacts and an assessment of reputation, track record and environmental impact. The Fund’s portfolio undergoes constant review, including continuous risk and exposure analysis, validation of investment theses, and ongoing appraisal of companies and management. While we aim to outperform regional indices, we are benchmark aware, not benchmark fixated.