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GaveKal Fund Information
In our research business, we aim to identify, and understand, the deep growth trends that are re-shaping our world. Through the funds which GaveKal advises,
we hope that investors will be able to capitalize on these trends.
Our funds are currently directed along three product lines:
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Asian Funds.
Managed by the MW GaveKal joint venture. For more details, please click here.
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A Global Long-Only Equity Strategy.
In the GaveKal Platform Company Fund, we aim to capture the outsized returns triggered by the transformation of companies away from the “vertically integrated” business model and towards the “platform company” business model, as described in our book, Our Brave New World. Please see below for this fund's newsletter.
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A European Divergence Fund.
Which aims to benefit from the fallout on Europe of the global credit crunch. This fund is co-advised with our friends from Corriente Capital.
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