About Us
Red Gate Asset Management is an independent investment manager focused exclusively on China’s equity markets. Our guiding principles have always remained the same – utilise our extensive understanding of the China markets to offer the best investment expertise and service to clients wanting to capture China’s economic growth by constructing portfolios of outstanding businesses that will provide long-term alpha for our clients through multiple market cycles.
Our on-the-ground team combines both international and domestic experience in managing offshore China long-only funds and separately managed accounts for global investors, including; banks, family offices, pension funds, and sovereign wealth funds.
China’s stock markets are vastly under-researched and exhibit a high degree of inefficiency relative to those in the west. As an active investment manager, we believe an inefficient market implies that there is scope to screen the universe of stocks and identify mispriced or undervalued companies. This premise forms the foundation of our conviction and commitment to fundamentals driven stock picking.