The concept of core and satellite investing remains fairly new to many investors. While most people understand the importance of diversification and passive allocation for core investing, what does a winning strategy for satellite investing look like? What kind of solutions and strategies should you use for satellite portfolios?The Endowus Investment Office have produced and curated a series of webinars to help you better understand how best to approach Core and Satellite investing.
Introducing our all-new Endowus Satellite Portfolios
On the 25th of November, join the Endowus Investment Office and expert fund managers as they share their views on the macroeconomic trends influencing each satellite portfolio, and their investment approach to navigating the markets.
Riding the next Megatrends
Megatrends — powerful, transformative forces that have the capacity to shift paradigms and redefine the world we live in. We’ve seen how companies at the innovation forefront of electricity, automobiles and the Internet have performed tremendously well in the past. How can we invest in the next big thing, and how do fund managers identify and select these companies?
Sign up for our session on the 1st of December, and hear from our expert speakers as they share insights on:
- What are the key megatrends you should have exposure to?
- How has interest in thematic investing and structural trends changed over the years?
- Would an active investment strategy do better than a passive investment strategy?
About the external speakers
David Wong, Senior Investment Strategist, AllianceBernstein
David joined AB in 2015, bringing two decades of experience in global equity markets to the firm. Prior to joining AB, Wong was a partner at Janchor Partners, a Hong Kong–based long/short equity hedge fund with US$2 billion in assets under management (AUM). Before that, he set up the Hong Kong office for GMT Capital, an Atlanta-based long/short equity hedge fund with $5 billion in AUM, where he served as portfolio manager and head of Asian investments. Over Wong’s eight years at the two hedge funds, he was responsible for global investments in technology stocks and served as a generalist portfolio manager for the Asia-Pacific region, including Japan. He was also the founder and managing director of Mobile Adventures, a pan-Asian wireless content company. Wong started his career as an equity research analyst at Bankers Trust and Deutsche Bank; at Deutsche, he managed a team of five associates as the firm’s regional semiconductor analyst. He holds a BA in political science from Yale University.
Karen Karmandarian, Founding Partner, Thematics Asset Management
Karen is a founding partner of Thematics Asset Management and is the Co-Manager of the AI & Robotics fund.Karen has 24 years of Finance industry experience: he began his investment career in 1994 with Société Générale as a bank analyst. In 1996 he joined the Aurel-Leven brokerage firm to set up and lead the Credit and Research department and in 1999 moved to the 'buy side' in a similar role with Ixis Asset Management in Paris, where he spent five years. He subsequently joined Pictet Asset Management in 2004 based in Geneva, where he spent 14 years, managing first the High Yield Credit Fund before becoming a Senior Equity Portfolio Manager in the Thematic Equities team in 2007. Karen then moved to the latest project within Pictet Thematics, the Global Thematic Opportunities Fund, a 'best ideas' portfolio which leverages the knowledge of each and every Thematic strategy.
Investing in China — balancing growth & risks
China benchmark indices have been underperforming other markets in the past year, with concerns around regulation and China’s real estate market debt looming in the minds of investors. What are investment professionals’ assessments of this volatility? Does the long-term growth story of China justify the regulatory risks involved when investing in the Chinese market?
In our session on the 8th of December, our expert speakers discuss the following questions:
- What are their views of the Chinese property market?
- China is facing the challenges of an ageing population and high property prices — are these growth concerns?
- How do policies around common prosperity affect the macroeconomic landscape?
- What are the growth opportunities that green financing can bring to infrastructure ?
- How will the leadership transition in 2022 affect the markets?
- What are their firms’ investment strategy for the China Fixed Income space in the near future?
About the external speakers
Peter Ru, Managing Director, Neuberger Berman
Peter is a Senior Portfolio Manager on the Emerging Markets Debt team and China Fixed Income Strategy Leader, based in Shanghai. He is responsible for overseeing the firm’s China onshore fixed income efforts and managing RMB strategies for domestic and international clients. Peter has extensive experience in China's capital markets, having previously worked as CIO for Galaxy Fund Management, Shanghai HFT Fortune A.M., Invesco Great Wall F.M. and Morgan Stanley Hua Xin FM. Prior to his time in China, Peter worked in the U.S. in various senior capacities managing strategies in asset classes such as U.S. Treasuries, core, core plus and U.S. Mortgages, most notably with Morgan Stanley Investment Management, servicing Central Banks amongst others. Peter received a BS in Physics from Fudan University, an MS in Business from Carnegie Mellon’s Tepper School of Business and a PhD in Physics at Drexel University.
Corwin Huang, Director, BlackRock
Corwin is the lead product strategist for BlackRock Asian Credit across the credit and liquidity spectrum, including investment grade credit, high yield credit and private credit. Corwin began his career as a data scientist at BlackRock Solutions, specialising in fixed income analytics and portfolio optimisation. Corwin graduated from the University of Michigan – Ann Arbor, Summa Cum Laude, with a Bachelors of Science in Engineering, concentrating in Operations Research and Financial Engineering.
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About the external speakers
Radhika Surie, Investment Director, Fidelity
Ms. Radhika is a senior product specialist, based in London, covering global equities. She has over 10 years of industry experience, working as an Investment Consultant in Deloitte and as a Research Analyst in India Infrastructure Publishing. She graduated from the Delhi School of Economics.
Ben Bei, Director and Product Strategist, BlackRock
Mr. Bei, Director and Product Strategist of BlackRock, has more than fifteen years of experience in the financial industry, mostly performing macroeconomic and equity strategy research on China. Prior to joining BlackRock in May 2018, Mr. Bei worked at CIMB as Chief China Strategist and Head of Hong Kong/China Research. Mr. Bei earned a BBA in Accounting with First Class Honours from Hong Kong Baptist University, and a Master of Finance from The University of Hong Kong.
Paul Zhuang, CFA, Vice President, Financial Institutions, Franklin Templeton
Mr. Zhuang is part of the wholesale distribution team at Franklin Templeton. Based in Singapore, his responsibilities include being the lead for retail bank channels and country lead for Indonesia. His previous work experience includes fund selection and due diligence at DBS Bank, portfolio performance reporting at Credit Suisse Private Bank and relationship management at UOB Bank.
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