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.
Gavekal advises on four strategies which together combine for some US2.2b 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
Gavekal directly manages around US$579m in 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...).
Evergreen Gavekal, the private client arm of Gavekal, currently manages around US$2.3bn* for US private clients, out of the Bellevue, WA office.