Expert Investor: Qiao Ma And The Investment Thesis For Shenzhou International

In by EquityMatesLeave a Comment

Qiao is the Portfolio Manager of the Asian Equities Fund at Cooper Investors, an Australian-based, long-only investment manager with over $12 billion assets under management. 

Prior to starting at Cooper in 2017, Qiao spent several years investing in the technology and consumer sectors across Asia and the US. 

She worked at Lehman Brothers, Coatue Management and was Head of Asia for Jericho Capital, a multi-billion dollar global investment fund based in New York. 

Qiao was a presenter at the 2020 Sohn Hearts and Minds conference where she pitched Shenzhou International.

In this episode, we discuss:

  • The incredible story of Qiao’s first investment
  • What is was like working at Lehman Brothers during the GFC
  • The investing philosophy at Cooper’s Investment
  • Why Asia is a focus for opportunity for Qiao
  • The investment thesis for Shenzhou International
  • Plus so much more!

If you’d like more information on Cooper Investors, click here.

If you’d like access to all the Sohn Hearts and Minds conference stocks, you can through the HM1 LIC.

*****

Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation.

Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional.

For more information head to our Disclaimer Page, where you can find resources to search for a registered financial professional near you.

*****

Have you just started your investing journey? Head over to Get Started Investing – Equity Mates 12-part series with all the fundamentals you need to feel confident to start your investing journey.

Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.

Leave a Comment