London Value Investor Conference: Ronald Chan 3 Cheap Chinese Stocks

At this year’s London Value Investor Conference, Ronald Chan, one of the principles of the China-based hedge fund Chartwell Capital, outlined his fund’s investment strategy and three top ideas to capitalize on the rise of China’s Greater Bay Area (GBA). The GBA is a critical economic region for China. It includes some of the country’s biggest cities, including Hong Kong, Macau, and Shenzhen, with a total combined GDP of $1.9 trillion. The area’s GDP is expected to double in the next ten years. Q1 2023 hedge fund letters, conferences and more Chan noted Chartwell likes to focus on companies with…