Sagard China

Inception: September 2005

Benchmark: MSCI China A Onshore Total Return Index

Lead Portfolio Manager: Jun Li, MBA

Investment Adviser: Sagard China

Portfolio Advantage

  • Shanghai-based, fully bilingual investment team with dedicated sector analysts supported by a team of generalists to support extensive fundamental research.
  • Research-focused, high-conviction portfolio with approximately 20 holdings.
  • Long-term investments in core sectors such as healthcare, technology, and consumer goods.

Investment Philosophy

Sagard China implements a long-term, fundamentals-based strategy focused on China’s public equity markets. Sagard China’s focus is on business sustainability over the long term. Sagard China believes its edge is its private-equity approach to public markets investing: long-term time horizon, concentrated portfolio, forensic due diligence, and emphasis on corporate citizenship and good governance.

Investment Approach

  • Portfolio management is driven by fundamental insights with few top-down constraints.
  • Bottom up idea generation from extensive industry knowledge, company visits and a strong network of local contacts.
  • Risk-focused, stock by stock conviction, which is based on intrinsic value and growth expectation.
Contact us to learn more about this strategy

© 2019 Mackenzie Financial Corporation. All rights reserved.

The material presented on this website is for informational purposes only and is intended for institutions, investment professionals, consultants and clients, and does not constitute an offer or solicitation of any kind to buy or sell any investment fund or any other product, investment, security, trading strategy or other service to anyone in any jurisdiction in which an offer or solicitation is not authorized or cannot legally be made or to any person to whom it is unlawful to make such an offer.  Prospective clients are responsible for determining whether any product or service may lawfully be sold in their jurisdiction.

Investing involves risk.

The contents of this document are provided for illustrative and marketing purposes and do not constitute specific advice regarding your personal investment situation or provide specific individual advice about investment, insurance, financial, legal, accounting, tax or similar matters. Certain information contained in this document is obtained from third parties. Mackenzie Investments believes such information to be accurate and reliable as at the date hereof, however, we cannot guarantee that it is accurate or complete or current at all times. The information provided is subject to change without notice and Mackenzie Investments cannot be held liable for any loss arising from any use of or reliance on the information contained in this document. No portion of this communication may be reproduced or distributed to anyone without the express permission of Mackenzie Investments.

GIPS Compliance Statement

Mackenzie Investments claims compliance with the Global Investment Performance Standards (GIPS®).

Benchmark Description

MSCI China A Onshore Index: The MSCI China A Onshore Index captures large and mid cap representation across China securities listed on the Shanghai and Shenzhen exchanges.

Sagard China is not carrying out any financial advisory services and not acting as any investor’s and potential investor’s financial adviser or in any fiduciary capacity. Sagard China accepts no liability and responsibility, whatsoever, for any direct or consequential loss arising from any use of or reliance on this publication. This material is provided on an “as is” and “as available” basis and subject to change, of whatsoever form and nature, at any time without notice.

SAGARD CHINA IS COMPRISED OF POWER PACIFIC INVESTMENT MANAGEMENT INC., A CANADIAN CORPORATION REGISTERED WITH SECURITIES REGULATORS IN ONTARIO AND QUEBEC AS A PORTFOLIO MANAGER AND INVESTMENT FUND MANAGER, AND POWER PACIFIC CORPORATION LIMITED, A GENERAL RESEARCH TEAM BASED IN HONG KONG AND SHANGHAI THAT IS NOT REGISTERED, LICENSED OR OTHERWISE QUALIFIED UNDER THE LAWS OF ANY JURISDICTION AS AN ASSET OR PORTFOLIO MANAGER.