Our Funds

Our company runs several funds which target long-term investment growth in future markets which are undergoing significant economic transformation. We have a deep research approach to invest in good value securities with strong fundamentals. Quam funds seek future growth prospects and operate in volatile but growing environments so we may use judicious stock and market proxy hedging to deliver a more absolute return. Our mantra is to invest conservatively in choppy markets and to let the portfolio do the work.

Quam China Focus Fund

The Quam China Focus Fund is directed towards investing in the core of the Chinese economy and so has a very strong RMB focus. Our research based philosophy seeks high growth stocks, growing two or more years in the future, with lower-level valuations. We place reliance on our ability to analyse the market strategically with a view to investing throughout the value chain on a theme basis – the current items being inflation, RMB appreciation, affordable housing and the environment. Our high growth but fundamentally cheap portfolio is intended to resist market volatility and the frequent changes of government policy.

Quam Middle East Fund

The Quam Middle East Fund is sub-advised by ADIC - the Abu Dhabi Sovereign Wealth Fund. ADIC has a similar research based, high growth, low valuation philosophy to QAM but they are uniquely embedded in the Middle East. The fund can invest in all of the GCC countries, including Saudi Arabia, Qatar, Oman and the UAE, and for diversification has some exposure to Egypt, Iraq and Turkey. It thus provides excellent access to the core oil producing countries of the world, while using our local knowledge to avoid the extreme elements of the region. Strong economic growth, spurred by government spending, underpins a market region that is the cheapest in the world working together with ever improving management and corporate governance.

Quam Silkroad MONGOLIA Fund

The Quam Silkroad MONGOLIA Fund invests into the fastest growing economy in Asia for much of the next decade. The transformation of Mongolia has been driven by the imminent exploitation of huge, high-quality coal and copper deposits discovered near the demand centres of China, Korea and Japan.  Mongolia's growth may be represented by Norway or Qatar with a small population benefiting from global-sized resource deposits. The country has a democratic parliamentary government and a strong freely-traded currency.  It has a free press and an open internet.  The overwhelming majority of the stock market investments exposed to Mongolia are listed in foreign markets, which provides us with an investment base of companies with strong accounting and good visibility. Our Portfolio Manager had experience of the transformation of the former Soviet State of Eastern Europe 20 years ago which is helpful for our investment today.

Quam China Long-only Portfolios

Those portfolios are managed in-house as segregated portfolios, for individual investors using our researched-based philosophy combined with a very close analysis at the sector and stock levels.