March 09, 2016

CHAM Presents at Alpha Hedge in Palm Beach

March 09, 2016/ Chinus Invest

Chinus Asset Management CIO Charles Mautz presented at the Alpha Edge East Conference in Palm Beach, Florida last week, on a panel focused on "China after 2015." Here are some key highlights:

The Chinese government recently released its 13th Five-Year Plan. Two key components are (i) reform of state-owned enterprises and (ii) enhancement of the role of the private sector.
China currently has 150,000 state-owned enterprises (“SOEs”) that control RMB 100 trillion in assets (US $15 trillion). SOEs earned an average return on assets of 2.4% in 2014. That return was negative if subsidies are excluded.
As the Chinese government opens up more of the economy to competition, we believe private companies will take market share very quickly and at much higher profitability.
In doing so, these private companies will create tremendous shareholder value, so it is an investment theme that we are following closely.

CHINUS ASSET MANAGEMENT (CHAM), a U.S. West Coast-based asset management firm, provides investors exposure to the alpha-generating growth in China, India, South Korea and Southeast Asia, by utilizing an active investment strategy and local managers in each region.

© 2016, Chinus Asset Management LLC.

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