What's the X Factor that produces business winners? - Milford Asset

What’s the X Factor that produces business winners?

Felix Fok

Portfolio Manager

Felix is the Portfolio Manager of the Milford Global Equity Fund. He has a wide range of investment experience across global financial markets. Prior to joining Milford in October 2012, Felix was a partner at equity research firm Ji Asia in Hong Kong, an associate of French bank Societe Generale, covering China focused medium sized companies across multiple sectors. Felix began his career in London in 2004 with The Black Ant Group as an analyst, and later Junior Portfolio Manager, and helped manage a long/short global mandate that invested across the capital spectrum. He holds a Master of Arts from the University of Cambridge, where he studied chemical engineering. Felix is also a CFA Charterholder.

In this short video, Portfolio Manager Felix Fok discusses the reasons why two seemingly similar companies can deliver substantially different investment returns over time.

Milford is a signatory to the UNPRI – United Nations Principles for Responsible Investments, and RIAA – Responsible Investment Association Australasia, and we integrate ESG considerations into our research process.

Disclaimer: This is intended to provide general information only. It does not take into account your investment needs or personal circumstances. It is not intended to be viewed as investment or financial advice. Should you require financial advice you should always speak to an Authorised Financial Adviser. Past performance is not a guarantee of future performance.

Disclosure of interest: Milford Funds Ltd. holds shares in Amazon.com, Ryman Healthcare and Metlifecare on behalf of clients.

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