Company & Team
Pacat Capital Management Ltd.
The portfolio management team has worked together for over 25 years and currently manages a China long only fund and a long-short Asia Pacific & Japan equity fund. Our funds have unbroken track records dating back to the late 1990s.
Both strategies target superior returns at below average levels of volatility through the investment cycle in Chinese and Asian companies.
Our long only strategy in China is now a UCITS fund and has a track record of over 23 years.
All the principals of Pacat have extensive experience analysing & investing in Chinese and Asian markets, including Japan and Australia.
Investment team:
Giampaolo Guarnieri
Partner & Portfolio Manager
Moved to Asia in 1987 as a portfolio manager with Ivory & Sime
specialising in Asia Pacific markets. Head portfolio Manager of Salomon Brothers Asset Management in Asia where he established and managed the first offshore asset management JV in China, between Salomon Brothers Asset Management and a mainland entity, the investment arm
of Shanghai Industrial. Partner and portfolio manager of FrontPoint’s Japan and Asian operations.
James Soutar
Partner & Portfolio Manager
Moved to Asia in 1988 as a portfolio manager with Ivory & Sime specialising in Asia Pacific markets.
Established and managed Lombard Odier’s Asian asset management research and operations in Hong Kong managing pan-Asian equity funds. Partner and Asia/China portfolio manager of FrontPoint’s Asian operations.
Leonid Mironov
Research Lead & Assistant Portfolio Manager
Materials and energy specialist with extensive commercial and investment experience in Mainland China and Asia.
Worked with Giampaolo and James since 2010
Previous work experience with UBS.
Published commentator and regular contributor to investment and policy debates in China.
Business and Administration Team
Oliver Bolitho
President
Moved to Asia in 2007 to run Goldman Sachs Asset Management Asian business.
Partner and co-founder of Old Peak Asia fund, a HK based Asia Long Short fund.
Joey Chu
Compliance Officer
Passed the Hong Kong Securities and Investment Institute – Licensing Examination Paper 1
Kenneth Lee
Operations Manager
Over 30 years experience in fund operations in Asia.