Hong Kong, 8 September 2025: RQI Investors, an Australian-based global quantitative manager within the First Sentier Group that manages US$17.5 billion1, today launches its first quantitative investment strategy – RQI Global Value Fund – to retail investors in Hong Kong.
RQI Global Value Fund is the latest vehicle of RQI Investors’ flagship Global Value Strategy. First launched in 2008, it collectively manages US$7 billion2. It invests in approximately 700 stocks globally to help investors diversify away from the expensive US / Growth positions, which mitigates their concentration risks in the US. Through its Core Value approach and Artificial Intelligence (AI)-enabled Alpha Signal Overlay, RQI Investors’ Global Value Strategy has delivered top quartile in the value universe and also outperformed broad global equity market index – MSCI All Country World Index.
The monthly distribution share classes are launched for Hong Kong retail market. The actual dividend yield3 for RQI Global Value Fund Class I USD (M Dist) stands at 5.07%, as of 1 August 2025, reflecting the target to delivering value and performance to its investors.
RQI Investors’ Chief Executive, Andrew Francis, said: “We are excited to launch RQI Investors’ first quantitative investment strategy in Hong Kong, marking a significant milestone as we expand our global footprint into one of Asia’s most dynamic financial markets. Following our successful launch of the RQI Investors’ Global Value Strategy in the UK, Europe, Canada and Singapore markets in May, we are pleased to offer a distinctive investment opportunity to investors in Hong Kong to help them capture the potential of regular income in three currencies – USD, HKD and RMB-hedged.”
The Global Value Strategy has a 16-year track record and has received positive evaluations from global asset consultants and Australian-based research houses.
“The Global Value Strategy is systematic, removing key person risk, is value-tilted and contrarian in its approach. It aims to provide a higher yield and lower valuations than the benchmark index, with effective diversification benefits from index investing. It captures the value cycle whilst avoiding the pitfalls of value investing – that is, avoiding value traps and stocks that are cheap for a reason. Its fees are highly competitive relatively and the outcomes have been top quartile over ten years in the value universe and consistently outperformed the market over the long term.” Francis added.
The RQI Investors Global Value Strategy is globally managed by Dr Joanna Nash, Dr Ron Guido, and Dr Wang Chun Wei and Head of Investments, Dr David Walsh, each of whom have been with RQI Investors for approximately five years, and with over 15 years of financial service experience.
Head of Investments at RQI Investors, Dr David Walsh, said: “We are very pleased to introduce RQI to investors in Hong Kong. By combining advanced data analysis with expert human oversight, it supports diversified equity portfolio through a disciplined, highly active, and repeatable value investing process. Leveraging on quantitative investing with AI and Machine Learning tools, our proprietary approach and experienced team aim to uncover alpha-generating insights for investors.”
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Footnotes
1 As at 30 June 2025.
2 Including both segregated mandates and funds, as at 30 June 2025
3 Dividends are not guaranteed. Payment of dividends out of capital amounts to a return or withdrawal of your original investment or from any capital gains attributable to that, and may result in immediate decrease of NAV per share.
About RQI Investors
RQI Investors is part of the First Sentier Group and manages US$17.5 billion (as at 30th June 2025) in Australian, global and emerging market shares across its Value strategies. Established in 2008, RQI Investors is an Australian-based active quantitative equities investor that delivers investment performance by combining investment ideas with its unique blend of people, insights, research, portfolio construction and risk management.
For more information, visit rqiinvestors.com. The SFC has not reviewed the contents of this website.
Important information
This press release is intended for information only, aimed solely at the media and should not be further distributed to individual and/or corporate investors, and financial advisers and/or distributors. The information included within this press release and any supplemental documentation provided should not be copied, reproduced or redistributed without the prior written consent of First Sentier Group.
In Hong Kong, this press release is issued by First Sentier Investors (Hong Kong) Limited and has not been reviewed by the Securities and Futures Commission in Hong Kong. In Singapore, this press release is issued by First Sentier Investors (Singapore) whose company registration number is 196900420D. This press release has not been reviewed by the Monetary Authority of Singapore.
First Sentier Group, First Sentier Investors, FSSA Investment Managers, Stewart Investors, RQI Investors and Igneo Infrastructure Partners are the business names of First Sentier Investors (Hong Kong) Limited. First Sentier Group (registration number 53507290B), First Sentier Investors (registration number 53236800B), FSSA Investment Managers (registration number 53314080C), Stewart Investors (registration number 53310114W), RQI Investors (registration number 53472532E) and Igneo Infrastructure Partners (registration number 53447928J) are the business names of First Sentier Investors (Singapore).
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