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Omega Investment Bank
Experience and Innovation
www.omega.at
https://app.omega.at
Our team
Experience and Innovation
- Young and dynamic
- ESG oriented
- International
Our
Team
Sebastian
Eckert
Michele
Di Francia
Frank
Stacenko
Kyung
Se Park
Samira
Mirzaei
Margherita
Gaddini
Diversified China
USD Fund
China Diversified Fund
- The Equity Fund invests only in companies that are based in or have their focus of activity in China
- Chinese stock market is currently undervalued and so we expect high growth opportunities
- Target: mid-long time investors with strong risk (and return) appetite
Diversification
Sustainability
The fund is screening ESG performance of the constituents to:
- exploit momentum opportunities
- avoid risks that come with bad ESG performance like future taxes and reputation loss.
Sustainability
Our Stocks
Our
Stocks
Taiwan Semiconductor Manufacturing Company
TSMC
Taiwan
- World’s largest semiconductor manufacturer
- High operating margins with sustainable finance/ organic growth
- High growth and expanding busines with high FDI expenditures
- Global demand for semiconductor products expected to increase
- ESG Rating : 68.3%
Apple is the biggest customer of TSMC (25% of TSMC total sales)
Nine Dragons Paper
- China's leading paper producer
- Well positioned to the immediate change in the packaging sector:
- Chinese ban on recovered paper importation
- Plastic ban
- Increasing development of e-commerce
NINE DRAGONS PAPER
Hong Kong
Great opportunity to buy the equity to a value close to its historical low!
Stock
Chart
TENCENT
- Leading provider of Internet Value-added services in china
- WeChat the largest communication platform in China
- The number one online game publisher in the word
TENCENT
Shenzhen
Tencent has a Large growth opportunity in e-commerce, e-game, e-health, cloud and other innovative technologies such as Metaverse.
ESG rating : 50
XINYI SOLAR
- World's largest solar glass manufacturer
- Fast growing capacity and sales
- Polysilicon production currently under development
- Worldwide Demand for PV technology expected to increase
- Green new deal
- "Made in China 2025" - Key Technology
XINYI SOLAR
Anhui
Trading 40% below all time high.
Li-Ning Comapany Limited
LI-NING
Beijing
- Chinese leader in sports equipment and footwear
- The "Nike Of China"
- Sportwear market is growing very fast in China, because of the Government policies encouraging Chinese citizens towards a healthy lifestyle
ESG Rating : 49.6%
Nio
- Luxury electring vehicle manufacturing (Tesla of China)
- Self-driving & battery-swap technology
- Well recognized and high profile CEO
- Second factory ready in Q3 2022 to relieve production bottleneck
NIO
Shanghai
Weighting Strategy
Weighting Strategy
- The stock weights in the portfolio has been decided with minimum variance portfolio (MVP) method.
- MVP method is an investing method that helps you maximize returns and minimize risk.
- Two constraints in the MVP calculation were: 10% minimum weight per equity and long only meaning no short selling or derivatives in our portfolio.
The Weights
Past performance
VS
Benchmark
Our Fund
VS
Benchmark
Where to find us
For more information about the fund's management please check our website, and look at the Key Investor Information Document (KIID) attached.
You can also find us on the AppStore or PlayStore with our free App Omega.
Where to
find us
www.omega.at
https://app.omega.at
+43 3495460662