There is definite proof that sustainability-focused funds are outperforming their conventional counterparts. But some experts believe the traditional explanations for this are wrong.
Both join Andrew Pieter Mantel, founder and managing director of Hong Kong-based Pacific Sun and portfolio manager of its flagship China Mantou Fund.
Based in Shanghai, Brennan will spearhead Pacific SunÆs research efforts on the mainland that will include analysts in Shanghai and Nanjing. Brennan was previously general manager of Shanghai-based Pacific Epoch, a boutique telecom and technology research firm and was also at technology research firm BDA in Beijing where he advised on strategic approaches to investing in China.
Shi is a Beijing native and has a B.A. in Global Studies from the University of California-Santa Barbara. During his studies he had various investments-related internships in Beijing, Shenzhen and Hong Kong.
Pacific Sun is an independent fund management company that specializes in alternative investments in Asia, with a specific concentration in greater China û China, Hong Kong, and Taiwan. The firm was established in 1999 and is regulated by the Securities and Futures Commission in Hong Kong and Securities and Exchange Commission in the US.
The flagship China Mantou Fund invests in a diversified portfolio of China-related equities. Launched in March 2002 as a long only fund, the investment strategy was amended to a long/short strategy in July 2003. The fund uses a team approach and employs a disciplined investment strategy to generate positive returns. The fund is listed on the Irish Stock Exchange and is part of a master/feeder structure, whereby US investors invest directly in the fund.
Mantel, meanwhile, was the founding portfolio manager for ChinaÆs first ever fund management firm, Shanghai International Asset Management, a joint venture between the Shanghai government and one of TaiwanÆs largest business groups. He was with the firm from inception in 1992 until 1998 and was responsible for managing their listed securities portfolio.
Mantel also worked at Taipei-based Capital Securities where he helped open one of TaiwanÆs first foreign institutional accounts in 1991, and prior to that he worked with Lehman Brothers in San Francisco. Altogether he has more than 16 years experience in China, Hong Kong, and Taiwan.
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