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Going East
02/29/2016Sean Huang, Victor Liang and Adam Schwartz of the FM First Hong Kong Fund explain how they’ve translated a traditional U.S. value-investing strategy to China, their guilty-until-proven innocent approach to research, how they prepare for volatility, and why they see mispriced value in Chongqing Rural Commercial Bank, Momo, BAIC Motor and Baoye.
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