Money Management

With a world-renowned research expertise, a presence on 3 continents and more than USD 1 Billion under management, Gavekal Capital is ready to tackle the challenges of today’s investment world.

Money Management

Overview

In a world in which ‘beta’ can be accessed at highly competitive rates, Gavekal Capital aims to offer investors non-benchmark correlated, cost-effective, streams of returns. Our investment strategies can be accessed either through managed accounts, through our UCITS funds and through mutual funds.

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UCITS Funds

Gavekal advises on four strategies which together combine for more than US$1b in AUM. This includes

1) The Gavekal Asian Opportunities UCITS Fund 2) The Gavekal Global Equities UCITS Fund 3) The Gavekal China Fixed Income UCITS Fund 4) The Gavekal China Onshore RMB Bond Fund

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Managed Accounts

Gavekal directly manages managed accounts for large institutional investors and family offices wishing to reproduce some of the above UCITS strategies, but perhaps add constraints of their own (SRI, liquidity, security rating etc...).

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Evergreen Gavekal

Evergreen Gavekal, the private client arm of Gavekal, currently manages around US$3.8b for US private clients, out of the Bellevue, WA office.

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