Jun Ma

EFM is a research-driven, value-oriented manager which combines active and passive investment approaches to implement in their equity and fixed income strategies. The firm’s Active Equity Investment philosophy strives to discover value on the basis of in-depth research and pursuing long-term and stable excess returns. They currently have four key product strategies to cater for clients with varied risk tolerance and return expectation: Value, Balanced growth, High growth concentration, and Sector funds. EFM’s Passive Equity strategy utilize full replication and enhanced quantitative techniques with a flexible trading model which covers investment spectrum of large-, mid- and small-cap stocks. The firm currently manages over 50% of its fixed income assets for institutional investors. Their Fixed Income strategy uses in-depth research and a combination of top-down and bottom-up approaches to manage risks for clients and creates continuous and stable values.

E Fund HK provides services through comprehensive and in-depth understanding of investors' needs for liquidity and investment returns, as well as risk appetite. The firm’s investment team conducts fundamental research by assessing key quantifiable and qualitative drivers and risks. They combine bottom-up stock selection with top-down macro and sector overlay.