Why the Clough China Fund?
Investment Philosophy
Our experience has been that the long-run investment performance can be achieved by developing key, proprietary insights into economic trends and investment opportunities. Our research focuses on identifying and investing in a handful of the most promising investment themes in the Chinese equity markets.
- Much of our top down views stem from our analysis of credit cycles as we believe that marginal consumption and investment is heavily influenced by credit creation
- Themes are often driven by our assessment of an industry’s pricing power
- Political or regulatory changes often create opportunities
- Our work is focused on identifying cycles which are multi-year in duration