Genetic Equities

At genetic equities, we deep dive to understand the genes of each company for high-conviction ideas.

ABOUT Genetic Equities

Genetic Equities is a deepdive fundamental based research firm with a focus on Asia-Pacific. We develop proprietary methodologies to screen high potential long term investment ideas. We also frequently conduct channel checks and on-the-ground research of stocks we cover. 

FOCUSED IDEA Research

Thematic for long term idea

We work on long term themes such as globalization, artificial intelligence, digital disruption, changing demographics, new energy, health care, urbanization that are expected to shape the world and impact various industries and businesses over decades. We zoom into each major trend and select best in class companies for long term holding.

Short portfolio to enhance return

Besides long term ideas, we provide our clients with high conviction short ideas that could see their value decline due to potential fraud and account manipulation. Such tactical trade will reduce the overall portfolio's systemic risk and enhance the overall performance.

Analytical framework

Genetic Equities has developed a research methodology that overlay both the top down screening and the bottom up deep dive research which also includes screening of potential accounting & governance fraud.

Bespoke research

Given the popularity of our standard research service, we started to provide more customized bespoke research  services to our clients. We speak with institutional customers with regards to the scope, the depth, the outcome of the report. We carefully tailor each of the pieces of bespoke research report for the needs of each investor.

How to Become a Client

If you are a professional investor* and are interested in becoming a client** of Genetic Equities, please email us at clientservice@geneticequities.com***.

* A professional investor includes classes of persons such as intermediaries, authorised financial institutions, insurance companies and recognised exchange companies defined under Part 1 of Schedule 1 to the Securities
and Futures Ordinance, as well as Corporate Professional Investors and Individual Professional Investors as defined in the Securities and Futures (Professional Investor) Rules.

** Acceptance to become our clients are subject to our KYC and AML assessment.

** By contacting us, you agree that the communication will be governed by our privacy policy.

WHO WE ARE

Genetic Equities has a team of like-minded analysts with diverse backgrounds and is committed to delivering insightful, interesting and informative reports.

Malcolm Chee

Malcolm covers the consumer discretionary sector. He brings on-the-ground experience of working as strategic business development in the FMGC and consulting companies across Asia, prior to obtaining his bachelor’s degree in finance from University of International Business and Economics and becoming an analyst with Genetic Equities.

Evlyn Kwan

Evlyn has been in management consulting and financial consultancy since 2010. She has worked various stints in consulting, research, corporate finance for Oliver Wyman, Hong Leong Investment Bank, and AmInvest prior to joining Genetic Equities. She has an sector focus on industrials.

jason Ang

Jason worked for four years in corporate finance at Northeast Securities in China, primarily advising corporates on transaction and listing matters. He subsequently spent four years as a buy-side equity research analyst at Chang An Asset Management, where he was responsible for conducting on the ground research, with a primary focus on the healthcare sector.

Lucas Li

Lucas is a research analyst by training. Prior to becoming a research analyst, he was a chartered accountant working with ShineWing. Throughout his work, he discovered strong passion in deep dive style equity research by looking closely into the company's financial reports. He graduated from Lingnan University with a bachelor's degre in accountancy. He covers TMT sector.

Model Portfolio