Overview
General Description of Advisory Firm
Fosun Asset Management Limited (“FAM”, “we”, “our”, or “us”) was incorporated in Hong Kong
under the Companies Ordinance of Hong Kong as a limited liability company on July 8, 2013, and
is licensed with the Securities and Futures Commission of Hong Kong effective March 3, 2016.
FAM is a wholly-owned subsidiary of Fosun Asset Holdings Limited, which in turn is a wholly-
owned subsidiary of Fosun International Limited, which is listed on the Stock Exchange of Hong
Kong Limited. The holding company and the ultimate holding company of Fosun International
Limited are Fosun Holdings Limited and Fosun International Holdings Ltd., respectively. The
ultimate controlling shareholder is Mr. Guo Guangchang.
Description of Advisory Services
We provide discretionary and non-discretionary fixed income and equity investment management
services to institutional investors and our affiliated companies in key financial markets. Our
investment strategy includes fundamental research
and qualitative model driven management.
Our investment decision and advice with respect to each client will be subject to each client’s
investment objectives and guidelines, as set forth in its respective investment guidelines, trust
agreements, investment management agreements, or other governing documents.
FAM serves as discretionary investment adviser for several managed accounts and one private
fund which is a Hong Kong open-ended fund company with variable capital and limited liability
(“Fund”). The Fund’s principal investment objective is to achieve long term capital growth and/or
income through investing in a mixed portfolio of fixed income instruments.
We do not participate in wrap fee programs.
We manage approximately $783,500,000 of client assets on a discretionary basis as of December
31, 2023 (note this figure unaudited). We have no non-discretionary client assets under
management. We provide investment advisory services to one client for which we do not have
regulatory assets under management.