15, October 2015:
Carlson-Schmidt Securities today announced the addition of a new
partner to the advisory team of theCarlson-Schmidt Securities Explorer
Fund. This is the first Carlson-Schmidt Securities mandate for the new
partner, a Hong Kong-based investment advisory firm with nearly $1
billion under management. The name of the new partner will be made
available for public at a future date.
“The firm conducts in-depth, fundamental research to uncover companies that have the potential to control their own economic destiny,” said BenXingtian, Carlson-Schmidt Securities’ CEO and President. “The firm features a talented and experienced investment team that emphasizes minimizing downside risk, while taking a long-term view.”
The multi-manager structure
“Adding this experienced partner gives investors in the Explorer Fund access to eight complementary, institutional-quality investors at a low cost,” Mr. Xingtian said. “Carlson-Schmidt Securities believes this multi-manager approach can deliver top performance while reducing overall risk.”
A small portion of the Explorer Fund’s assets previously managed by other advisors has been allocated.
Multi-manager performance
Seventeen of Carlson-Schmidt Securities’ actively managed Hong Kong domiciled equity funds currently employ the multi-manager approach. Our multi-manager funds—including the Explorer Fund—have consistently outperformed both their industry peers and their benchmarks.
About Carlson-Schmidt Securities:
Carlson-Schmidt Securities (carlson-schmidt-securities.com) is an independent and diversified financial services adviser providing specialized investment management, wealth advice and corporate fiduciary services to individuals, families, financial advisers and institutions.Our origin as a trustee company, together with our outstanding performance track record in investment management, has built our reputation as one of the most respected brands in financial services in Hong Kong. We have strong investment capabilities across a range of asset classes including equities, fixed income, global and diversified strategies.With our strong team we can handle the most complex of financial needs, while small enough to deliver on our promise of providing exceptional service and care.
For Media Contact:
Company: Carlson-Schmidt-Securities.com
Address: C-BONS International Centre, 108 Wai Yip Street,
Kwun Tong, Kowloon, Hong Kong
Email: contact@carlson-schmidt-securities.com
Website: www.carlson-schmidt-securities.com
“The firm conducts in-depth, fundamental research to uncover companies that have the potential to control their own economic destiny,” said BenXingtian, Carlson-Schmidt Securities’ CEO and President. “The firm features a talented and experienced investment team that emphasizes minimizing downside risk, while taking a long-term view.”
The multi-manager structure
“Adding this experienced partner gives investors in the Explorer Fund access to eight complementary, institutional-quality investors at a low cost,” Mr. Xingtian said. “Carlson-Schmidt Securities believes this multi-manager approach can deliver top performance while reducing overall risk.”
A small portion of the Explorer Fund’s assets previously managed by other advisors has been allocated.
Multi-manager performance
Seventeen of Carlson-Schmidt Securities’ actively managed Hong Kong domiciled equity funds currently employ the multi-manager approach. Our multi-manager funds—including the Explorer Fund—have consistently outperformed both their industry peers and their benchmarks.
About Carlson-Schmidt Securities:
Carlson-Schmidt Securities (carlson-schmidt-securities.com) is an independent and diversified financial services adviser providing specialized investment management, wealth advice and corporate fiduciary services to individuals, families, financial advisers and institutions.Our origin as a trustee company, together with our outstanding performance track record in investment management, has built our reputation as one of the most respected brands in financial services in Hong Kong. We have strong investment capabilities across a range of asset classes including equities, fixed income, global and diversified strategies.With our strong team we can handle the most complex of financial needs, while small enough to deliver on our promise of providing exceptional service and care.
For Media Contact:
Company: Carlson-Schmidt-Securities.com
Address: C-BONS International Centre, 108 Wai Yip Street,
Kwun Tong, Kowloon, Hong Kong
Email: contact@carlson-schmidt-securities.com
Website: www.carlson-schmidt-securities.com
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