Citywire Selector Symposium, Hong Kong 2026

The China A-shares market represents one of the world’s largest and most inefficient equity markets - Driven by a high proportion of retail investors, limited analyst coverage, and unique structural dynamics, the onshore market offers a broad and underexplored opportunity set.
 
In this session, we highlight why China A-shares are distinct by design. We explore how increasing market breadth, improving diversification characteristics, and persistent behavioral inefficiencies create fertile ground for alpha generation. 

We also draw on Acadian’s track record in the space, including top decile performance* versus peers, demonstrating the effectiveness of a systematic, data-driven approach. 

Finally, we show how leveraging hundreds of proprietary signals and advanced analytics can help investors consistently identify mispricings and navigate this complex market.

*Source: Morningstar, as of end-March 2026; Category: Morningstar China Equity – A Shares, over last 3 years

Workshop Objectives: Provide investors with a systematic manager’s view of the China A-shares market, highlighting the market’s inefficiencies and how a systematic, data-driven approach can complement concentrated stock-picking strategies in long-term portfolios. 

Company Profile: Acadian Asset Management is a global systematic investment manager headquartered in Boston, with affiliates in Singapore, London and Sydney. Established in 1986, the firm is recognized as a pioneer in the field of systematic investing, and has over a decade of experience in using alternative data and applying machine learning in investing. Acadian’s Singapore office opened in 1999 – their first international presence outside the U.S. As of Dec 31, 2025, Acadian managed US$178 billion in assets globally, and is privileged to partner with 6 of the world’s 20 largest asset owners and 27 of the top 50 U.S. retirement plans.

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This high-conviction global equity income strategy has consistently delivered attractive long-term alpha, despite a long-standing underweight to the U.S. At the heart of the approach lies disciplined, bottom-up stock selection—grounded in fundamental research and unconstrained by benchmarks. Rather than relying on regional or sector tilts, the portfolio focuses on identifying resilient, cash-generative businesses with the capacity to sustain and grow dividends over time. This session explores how a selective, research-driven investment philosophy can uncover differentiated sources of income and return and also remain balanced without looking like the benchmark, offering investors a compelling defensive equity total return solution that is complemented by income in for today’s global landscape.

Workshop Objectives:

• Understand how bottom-up, unconstrained stock selection drives income and alpha.

• Learn how this high-conviction strategy offers defensive equity exposure beyond traditional geographic or sector tilts.
  
  

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Since the start of 2026, markets have operated in a more volatile and fragmented environment, shaped by slowing global growth, uneven inflation, diverging monetary policy, and heightened geopolitical risk. While challenging for traditional portfolios, this backdrop has driven wider dispersion across sectors and stocks, creating a more attractive opportunity set for active equity long/short investing.

Equity long/short strategies are well positioned to capture alpha through 
disciplined stock selection while dynamically managing market exposure. By relying less on market direction and more on active risk, they can complement traditional equity allocations at a time when diversification benefits are less predictable.

We believe a multi‑strategy equity long/short approach offers a compelling way to seek equity‑like returns with stronger downside resilience, supporting more robust portfolio construction in today’s evolving market regime.

Workshop Objectives: To build the case for global equity long/short in today's market environment and Wellington's approach to building a diversified and stable portfolio focused predominantly on bottom-up fundamental stock-picking

Company Profile: Wellington Management is one of the world’s largest independent investment management firms, serving as a trusted adviser to over 2,500 clients in more than 60 countries. The firm manages more than US$1.3 trillion, as of 31 December 2025, for pensions, endowments and foundations, insurers, family offices, fund sponsors, global wealth managers, and other clients. Wellington aspires to provide excellent service to clients through a unique combination of independence enabled by its distinctive private partnership model, diverse perspectives through its unified, multi-asset investment platform, and relentless curiosity and intellectual rigor fostered by its enduring collaborative culture.

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