China Universal Asset Management Co., Ltd.

Overview

Established in 2005, China Universal Asset Management Co., Ltd. (CUAM) is a leading Chinese investment management firm headquartered in Shanghai. The company offers a comprehensive range of investment solutions, including mutual funds, cross-border funds, pension management, segregated accounts, advisory services, and e-commerce. CUAM manages assets for retail, institutional, and high-net-worth clients, with subsidiaries in Hong Kong, the United States, and Singapore. CUAM's investment strategy focuses on China-related assets, aiming to deliver superior and sustainable returns through disciplined research-driven processes. The firm has developed a unique research methodology to identify high-quality securities and has built a team of over 120 professionals in mainland China and Hong Kong. The company's business segments encompass mutual funds, separately managed accounts, private equity, pension management, e-commerce, international business, and investment advisory services. Over the years, CUAM has received numerous industry awards, including the China Securities Journal - Fund Industry Golden Bull Award, STCN-China Star Fund Award, and Shanghai Securities News - China Golden Fund Award. The company is recognized for its strengths in Hong Kong and Greater China equity investments and has consistently delivered superior performance in its Hong Kong authorized funds, southbound Stock Connect funds, and QDII global funds. CUAM adheres to the value of 'Client first' and the philosophy of 'starting from the long term,' committed to being China's most recognized asset management brand.

Investment Focus

• Investments primarily in China-related assets
• Preference for long-term investment horizon
• Open to both domestic and international investors

Portfolio Companies