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For purposes of this Website, the term "Institutional" includes but is not limited to sophisticated non-retail investors such as investment companies, banks, insurance companies, investment advisers, plan sponsors, endowments, government entities, high net worth individuals and those acting on behalf of institutional investors. The Website contains information, material and content about RBC Global Asset Management (collectively, the “Information”).

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The RBC China Equity strategy seeks to provide long-term capital appreciation by investing in equity securities that are domiciled in, or conduct a substantial portion of their business in, China. The strategy invests in high-quality companies that demonstrate sustainable, compounding growth, and are run by trustworthy management teams. The investment team relies on its in-house research to identify investment ideas, using quantitative screens and bottom-up fundamental analysis. This investment team believes in investing in the best Chinese companies of the future, irrespective of which stock exchanges they are listed on today.

Strategy overview

  • Actively managed, high conviction portfolio with disciplined and unconstrained view of the benchmark and risk;
  • Quality businesses across China generating high and/or improving returns on investment throughout business and market cycles;
  • Reliable management with track record of good risk management and capital allocation;
  • Investment process and in-house research built on fundamental due diligence (checklist approach), long-term industry perspectives, and in-house ESG views.

Our approach

Investment philosophy and style

  • Investing in businesses with high and/or improving return on capital
  • A disciplined and unconstrained view of the benchmark
  • We look to buy stocks we perceive to be at a significant discount to long-term fair value

Investment process

  • Systematic filtering to eliminate high-risk investment ideas and narrow research universe
  • Repeatable, disciplined idea generation using proprietary quantitative modelling
  • In-depth, fundamental, on-the-ground research
  • Substantive ESG analysis

Additional information

December 2018
Primary benchmark
Secondary benchmark
MSCI China All Shares Net Total Return Index
Separate Account, Canadian Mutual Fund, SICAV, US Mutual Fund

Related documents

Portfolio managers

Investment team

RBC Asian Equity team

Consistent empirical processes designed with a longer-term view to investing in quality companies

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