Investment Strategies


Harvest Global Investments offer a comprehensive range of investment strategies for institutional investors globally.

Clients have access to the expertise of our locally-based investment managers, drawing on our nearly 20 years’ experience of investing in China and the Asian region.

Equity › Fixed Income › Passive ›

Asset Class

Equity

Harvest’s extensive experience in investing in Chinese equities stretches back to 1999.

We offer a wide range of equity strategies to institutional investors globally, covering China and Asia.

Our expertise includes:

  • China A-Shares
    The objective of this strategy is to achieve long-term growth through investment in China A-Shares.
  • China H-Shares 
    The objective of this strategy is to achieve long-term growth through investment in China H-Shares.
  • China A/H/ADR 
    The objective of this strategy is to achieve long-term growth through investment in China A/H/ADR shares.
  • China Research Select 
    The strategy aims to achieve long-term capital growth by investing primarily in China A-Shares. The strategy employs a GARP (Growth at a Reasonable Price) approach and focuses on well-positioned companies with superior growth and quality biases. Harvest believes that company fundamentals are the best means of identifying successful companies; as the Chinese domestic equity market is large, under researched and inefficiently priced.
  • Asia Ex-Japan 
    The objective of this strategy is to achieve long-term growth through investment in shares listed throughout Asia, excluding Japan.
  • Asia Frontier 
    The strategy aims to provide long-term capital appreciation by investing primarily in equity and equity-related securities of corporations whose predominant business will benefit from or is related to the growth in Asia Frontier Markets. The term “Asia Frontier Markets” refers to emerging markets or economies in Asia which are considered to be smaller, less developed and less accessible than more developed emerging markets in Asia including but not limited to Bangladesh, Kazakhstan, Mongolia, Sri Lanka, Vietnam, Cambodia, Laos, Myanmar and Western Chinese provinces. The investment theme focuses on Infrastructure, Manufacturing, Consumption and Tourism of these countries.

 

We also offer a range of themed equity investment strategies, including:

  • China New Energy 
    The objective of this strategy is to achieve long-term growth through investment in shares in the growing energy sector in China.
  • China Environment Low-Carbon 
    The objective of this strategy is to achieve long-term growth through investment in shares in the growing Chinese low carbon emissions sector.
  • China Emerging Industry 
    The objective of this strategy is to achieve long-term growth through investment in shares in China’s emerging industries.
  • China Healthcare 
    The objective  of this strategy is to achieve long-term growth through investment in shares in China’s healthcare sector.

Fixed Income

Harvest believes that one must actively capture investment opportunities to be successful in managing a fixed income strategy while remaining vigilant in managing the risks embedded in the market.

Our experience in managing fixed income strategies for Chinese based clients is now available to investors globally.

Our expertise includes:

  • China Credit 
    The objective of this strategy is to achieve income and capital appreciation through investment in the Chinese credit market.
  • China Corporate Debt 
    The objective of this strategy is to achieve income and capital appreciation through investment in the growing Chinese Corporate Debt market.
  • China High Income 
    The objective of this strategy is to achieve income and capital appreciation through investment in Chinese Bonds offering higher yields.
  • China Short-term 
    The objective of this strategy is to deliver income to investors through investment in short-dated Chinese bonds.
  • China Cash
    The objective of this strategy is to deliver income to investors by investing in cash deposits.
  • China Income 
    The objective of this strategy is to deliver income to investors through investment in Chinese bonds and high-yielding Chinese shares.
  • Asian Bonds  
    The objective of this strategy is to seek long term returns through a combination of capital appreciation and income, from predominantly fixed income securities of companies and issuers based in China and Hong Kong.
  • RMB Fixed Income 
    The objective of this strategy is to deliver income and capital appreciation to investors by investing in RMB denominated assets listed in China.

Passive

Established in 2005, passive investments, which have long been one of Harvest’s core businesses, not only cover market indices, but also strategic investment themes and options.

Harvest believes that index funds are simple, low-cost and transparent investing tools that are suitable for investors’ top-down approach for asset allocation.

Our expertise includes:

  • ETFs
    The objective of this strategy is to invests directly in the PRC’s domestic securities markets through the Manager’s status as a renminbi qualified foreign institutional investor (“RQFII”) and provide investment results that closely correspond to the performance of the benchmark.