Sophia Li: Buy high quality companies at a discount to their intrinsic value

Sophia Li: Buy high quality companies at a discount to their intrinsic value

Sophia Li is the FSSA Japan Focus Portfolio Manager and has been with FSSA since 2009. She is based in Hong Kong.

Prior to joining FSSA, Ms. Li worked as an analyst for CICC where she specialised in sales and trading. From here, she went on to become an associate for J.P. Morgan in Hong Kong, focusing on China strategy research. Ms. Li is a graduate of Harvard University and holds a BS in Statistics from Fudan University. She is also a member of the Chartered Financial Analyst.

Ms. Li has been rated by Morningstar as a 5-star manager for the 3-year period ended 12/31/17 and is rated as an Alpha Manager by FSSA for the same period. The FSSA Japan Focus Fund was ranked #1 out of 171 Japanese Equity Funds for the 3-year period ended 12/31/17 according to Morningstar, based on risk-adjusted returns. The fund has a 4-year annualized return of 11.18%, compared to the Morningstar Japan Equity Category average of 1.59% over the same period.

She is a highly rated manager with over 20 years of experience in managing Japanese investments. Her expertise and knowledge in the Japanese markets are well-known, and she has been consistently able to generate strong returns for her clients. Sophia is a native of China and speaks fluent Mandarin, which has helped her to build strong relationships with Japanese companies and investors. In addition, she is one of the few portfolio managers who is based in Tokyo, which gives her a unique insight into the Japanese markets. Sophia Li is a top-rated manager who should be considered for any Japanese investment portfolio.

Her investment philosophy is to buy high-quality companies at a discount to their intrinsic value. In addition, she believes in active and disciplined management of portfolios. As of June 30, 2017, the FSSA Japan Focus Portfolio had $1.1 billion in assets under management. The portfolio’s top holdings as of that date were Toyota Motor Corporation, Sony Corporation, Canon Inc., Suzuki Motor Corporation, and Honda Motor Co., Ltd.

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