You may have noted that the vast majority of popular global equity funds hold a few crowded China trades such as Tencent and Alibaba. We do not, and this is deliberate. Why is it useful for those tasked with portfolio construction to know this? Namely, for both risk management and fund blending aspects.
Alibaba
Insync Funds Management is a global equity specialist based in Sydney. Key team members own equity in the business and co-invest in the Fund alongside other investors.