London Value Investor Conference: Ronald Chan 3 Cheap Chinese Stocks

At this year’s London Value Investor Conference, Ronald Chan, one of the principles of the China-based hedge fund Chartwell Capital, outlined his fund’s investment strategy and three top ideas to capitalize on the rise of China’s Greater Bay Area (GBA).

The GBA is a critical economic region for China. It includes some of the country’s biggest cities, including Hong Kong, Macau, and Shenzhen, with a total combined GDP of $1.9 trillion. The area's GDP is expected to double in the next ten years.

Q1 2023 hedge fund letters, conferences and more

Chan noted Chartwell likes to focus on companies with exposure to the GBA, listed on the Hong Kong exchange. There are about 600 of these companies, and he went...