Lombard Odier adds to global equity offering with China strategy

To capture 'unparalleled' domestic growth opportunity

Lombard Odier Investment Managers (LOIM) has unveiled a new China strategy that will invest in companies linked to growing Chinese domestic demand, as part of an expansion of its global high conviction equity offering.

The China High Conviction strategy will invest in a diversified portfolio of 30 to 50 stocks across three "buckets" - quality value, high growth and corporate events - with the aim to deliver attractive economic returns over the long term. Didier Rabattu, head of equities at LOIM, said: "The opportunity in China is unparalleled in our view. Traditional equity indices have consistently under-represented Chinese companies and we believe it is still an untapped and high-potential market. "China's prolonged growth and extensive diversification into domestically-driven sectors will continu...