Rosefinch Fund Management Co. Ltd is a Xi’an-based asset management company with main business in Shanghai, specializing in active long-only strategy in A-shares and H-shares. We define ourselves as a boutique asset manager with China equity expertise.
Rosefinch Fund was founded by Rosefinch Investment, and has been managing client assets since 2019. Rosefinch Fund was approved by CSRC as a Mutual Fund manager in 2018. It has grown into a respectable Chinese asset manager with nearly 40 billion RMB under management. Rosefinch Fund manages assets of institutional investors such as endowments, banks, trust companies and securities companies.
35% of Rosefinch Fund shareholdings are owned by 40+ employees, with the rest owned mainly by two-founders. All key members especially in research, investment, and departmental team are eligible to become partners. Rosefinch Fund currently has 108 staff, including almost 50 research and investment professionals. Research and Investment team is divided into 8 sub-teams, including three Advanced Manufacturing Teams, focusing on carbon-reduction related industries (e.g. PV, EV, Energy Storage, Hydrogen and so on), TMT team, Consumer Team, Healthcare Team, Quant Team and Fixed Income Team.
Rosefinch Fund has a unique research-led investment model where all PM also conduct research, thus ensuring high quality research discussions. By having teams of analysts and PMs on specific industries, especially on carbon-reduction related industries, we cross validate multiple perspectives across the upstream and downstream of the industry chain. The results are of high confidence and deep insights of companies in our final stock pool.