Louvre Gestion Asian-Japan Equities Conference

Mijung Kang, CFA
Portfolio Manager
Halbis

Mijung Kang is a portfolio manager. She is part of the Asian Equity (Japan excluded) team at Halbis Hong Kong, the leader in Assets Management in Asia. As a South Korean national, she manages the HSBC Korean Equity fund, a 2 years old fund.

During her speech, delivered on September 25, 2007, she explained why Korean equities are an excellent investment opportunity.

The manager identified four catalysts, with a strong positive effect on the market growth:

better than expected benefits are confirming,
the domestic and foreign demand for Korean equities will grow, and will change from Growth to Value,
an attractive increase in value,
the incoming presidential election, its positive effects on the economic reforms and the following increase in investment by the Industry.

Mijung Kang proceeded with a description of the fund, her management style and the strategy in place since 2007. As at August 31, 2007, the SICAV performs 107% (since its creation, on September 23, 2005), compared to a performance of just +68,7% for the related benchmark.


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