Based in Hong Kong. Fang Zheng, the founder of Keywise Capital Management, uses a basic, bottom-up approach to generate strong returns through long/short and long-only strategies. Zheng is the co-founder of Neo Liberty Management and a portfolio manager at JP Morgan Emerging Market Equity Group. Li Auto Inc., JinkoSolar Holding Co., Ltd., Baidu, Inc., and Vipshop Holdings Limited are Fang Zheng’s most significant stock holdings in his Keywise Capital portfolio.
Insider Monkey discusses the top 10 stock picks of Fang Zheng’s Keywise Capital. Because of its strong operational development potential, Li Auto Inc. is one of the best stocks to purchase and own. Over the previous few months, the maker of smart electric sport utility vehicles (SUVs) has been a member of Fang Zheng’s Keywise Capital. ACM Research, Inc.’s stock has risen 37 percent in the previous six months. The company’s signature cleaning tools and increased contributions from electrochemical planting and sophisticated packaging goods contributed to the company’s record revenue. JinkoSolar Holding Co. Ltd. stock has increased by over 250 percent in the last two years. Fang Zheng’s hedge fund owned a $1.3 million investment in the photovoltaic equipment vendor at the end of June. Tightening rules have negatively influenced Baidu, Inc., a Chinese internet search services provider. Since 2020, the business has purchased $2.5 billion of its outstanding stock, indicating strong cash generating potential and favorable prices. Vipshop Holdings Limited is China’s largest online brand discount retailer. The company increased revenue by 22% year over year in the June quarter. Its significant free cash flow production potential is likely to aid in the company’s ability to maintain double-digit sales growth. For more details, click Top 10 Stock Picks Of Fang Zheng’s Keywise Capital.
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