Portfolio Managers

Portfolio Managers

Renee HUNG

Deputy Chief Investment Officer

Portfolio Manager of Premium China Fund and Premium Asia Fund

Oversees the Group’s investment management team and leads investment process.

Has extensive experience in the financial industry, with a solid track record in research and portfolio management.

Joined Value Partners in April 1998 as an Analyst and was promoted to the roles of Fund Manager and Senior Fund Manager in 2004 and 2005, respectively. She was promoted to Deputy CIO in March 2009.

From 2012/2013 to 2016/2017, Ms. HUNG served as a member of the Board of Directors of Tung Wah Group of Hospitals in Hong Kong.

Holds an Executive MBA degree from the City University of Hong Kong and a Bachelor of Science degree in Applied Mathematics from the University of California in Los Angeles.

Portfolio Managers

Gordon IP

Chief Investment Officer - Fixed Income

CFA

Portfolio Manager of Premium Asia Income Fund

Mr. Gordon IP is Chief Investment Officer, Fixed Income of Value Partners, where he oversees the firm’s credit and fixed income investments and portfolio management. He has over 20 years of experience in the fixed income industry. Mr. IP joined Value Partners in August 2009 as a Fund Manager and was promoted to the roles of Senior Fund Manager and Investment Director in 2015 and 2016, respectively. In July 2017, he was promoted to his current role.

Mr. IP was crowned 2018 CIO of the Year (Fixed Income) by Insights and Mandates in their 2018 I&M Professional Investment Awards. He was named “Manager of the Year (High Yield Fixed Income)” by Benchmark’s Fund of the Year Awards 2018, having also won the prestigious accolade in 2017. In addition, he was one of the highly commended Astute Investors in Asian G3 bonds (Hong Kong), awarded by The Asset Benchmark Research Awards 2018, and voted as one of the Top 10 Astute Investors in the same category for four consecutive years (2014 to 2017).

Prior to joining the firm, he was a Director at HSBC Private Bank in Hong Kong, overseeing its fixed income advisory business. Before relocating to Hong Kong in 2008, Mr. IP served at Prudential Fixed Income Management in the United States for four years, specializing in relative value and credit analysis of securitized products. Besides performing security selection, he was also involved in the day-to-day management and performance attribution of fixed income portfolios. Prior to Prudential, he was a Vice President in Fixed Income Research at Salomon Smith Barney in New York, contributing to the analysis and structuring of active as well as passive fixed income portfolios for many Fortune 500 companies, sovereign wealth funds and Asian government agencies. Mr. IP started his career as an analyst at Goldman Sachs’ fixed income, currency and commodity division in Hong Kong in 1995.

Mr. IP holds a Master’s degree in Financial Mathematics from the University of Chicago and a Master’s degree in Engineering from Cornell University in the United States. He is a CFA charterholder.

Portfolio Managers

Michelle YU

Investment Director - Equities

CFA

Portfolio Manager of Premium Asia Property Fund

Ms. Michelle YU is an Investment Director of Value Partners. She is a key investment manager of the Group and is responsible for numerous aspects of the investment process and portfolio management.

Ms. YU joined Value Partners in September 2004 as an Analyst and was promoted to Assistant Fund Manager, Fund Manager and Senior Fund Manager in 2008, 2010 and 2012, respectively. She was promoted to Investment Director in January 2015.

Ms. YU graduated from The Hong Kong University of Science and Technology with a Master’s degree in Economics and Lingnan University in Hong Kong with a Bachelor’s degree in Business Administration. She is a CFA charterholder.

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