HSBC Opportunity Fund - Keywords

 

FUND OVERVIEW

  • Investment Committee
  • Team Stability

INVESTMENT FOCUS

  • Smid Cap Strategy

INVESTMENT PHILOSOPHY

  • Seeking Consistent Returns

INVESTMENT PROCESS

  • GARP
  • Bottom-Up Selection
  • Underappreciated Earnings Growth
  • Improving Earnings Growth
  • Smid Growth
  • Strict Sell Discipline

RESEARCH PROCESS

  • Frequent Management Contacts
  • Sector-based Teams
  • Core Earnings Growth
  • Estimate Beaters
  • Expected Return Calculation

PORTFOLIO CONSTRUCTION

  • Concentrated
  • Benchmark Aware

RISK CONTROL

  • Fundamental Risk
  • Process Risk
  • Idiosyncratic Risk
  • Risk Manager