RafAello Investment Management records groundbreaking 300% performance

It aims to continue its focus on value stocks and expand to growth stocks this year.

RafAello Investment Management has been making its mark and setting itself up to become one of the most trusted fund management firms in Hong Kong, despite being a much younger player in the industry. Its consistent success, especially in the past year, comes from its good marketing network, a 300% stronger performance, as well as securing investment from reputable firms such as Henderson and Cheung Kong.

Being established only three years ago, the firm has also been especially mindful of ESG considerations and how it factors into its investments. According to Executive Director Lee Ha Young, this particular business framework has become more important in the firm’s processes amidst calls for more responsible investing.

Lee also added other insights that sets RafAello Investment Management from other firms. “We are focusing mostly on the small-cap [and mid-cap] stocks, that’s why we have very good performance this year,” he said. Besides producing remarkable results, this strategy has also positioned the company for further success.

Looking into 2024, the firm is expecting a potential downward trend in US interest rates, which could boost up the Hong Kong stock market. “We expect the Chinese economy to grow up or rebound again. So, I think the Hong Kong market will have some arbitrary bound-up next year,” Lee said.

RafAello Investment Management will also continue its focus on value stocks whilst expanding its portfolio to include growth stocks, as well as its diversification of investment strategies to maintain its exceptional results this year.

This strategic success has earned the firm the recognition of the Hong Kong Fund Managers Awards, a prestigious ceremony that aims to recognise and celebrate outstanding achievements in fund management, honouring professionals who have demonstrated exceptional performance, strategic acumen, and a commitment to delivering value to investors.