Everbright Convertible Opportunities Fund

Basic Infomation Investment Team Contact

Introduction

Everbright Convertible Bond Opportunity Fund is a multi-strategy bond investment hedge fund, mainly investing in convertible bonds and credit bonds mainly in the Asian region. Its core goal is to pursue low volatility and long-term stable returns.

Investment Strategy

Returns are obtained through a variety of sub-strategies such as convertible bond option strategy, convertible bond arbitrage strategy, and credit strategy. It maintains the diversification of industries and issuers and carefully uses leverage to enhance returns. At the same time, various hedging tools are used to reduce systemic risks.

Award-winning Situation

For Professional Investors Only

  • Everbright Convertible Bond Opportunity Fund ranked second in the "Fixed Income - Convertible Bonds" category of the 2024 Barclayhedge (Barclay Hedge Fund Database).
  • Mr. Girish Kumarguru, the fund manager, won two awards, namely "Hong Kong Market Fixed Income Star Fund Manager" and "Regional Fixed Income Star Fund Manager" in the 2024 I&M (Investment Insights & Mandate) Asia Professional Investment Awards.
  • Everbright Convertible Bond Opportunity Fund won the following awards in the 2024 I&M Asia Investment Awards:
    ‘Best Fixed Income Hedge Fund in Asia (Excluding Japan) (10-year Term)’
    ‘Best Fixed Income Hedge Fund in Asia (Excluding Japan) (5-year Term)’
    ‘Best Fixed Income Hedge Fund in Asia (Excluding Japan) (3-year Term)’
    ‘Best Multi-Strategy Hedge Fund in Asia (Excluding Japan) (10-year Term)’
    ‘Best Multi-Strategy Hedge Fund in Asia (Excluding Japan) (5-year Term)’

 

This webpage does not intend to offer or solicit the purchase or sale of any securities, nor does it constitute an offer or solicitation to purchase or sell securities in any jurisdiction where such actions are restricted or prohibited by law or regulations. Investors must be professional investors as defined in the Hong Kong Securities and Futures Ordinance (Cap. 571).

The individual funds mentioned on this webpage have not been authorized by the Hong Kong Securities and Futures Commission ("SFC"), nor are they regulated by the SFC, and are not available for trading in the Hong Kong retail public market. The content of this webpage has not been reviewed by the SFC and will not be reviewed by it.

  • Girish Kumarguru

    Managing Director, Portfolio Manager

    Girish Kumarguru is the investment fund manager of Everbright Convertible Bond Opportunity Fund (ECOF). He has been in charge of managing this fund since its establishment in 2014. ECOF is a convertible arbitrage hedge fund focusing on Asian assets and has been providing attractive returns.

    ECOF ranked second in the "Fixed Income - Convertible Bonds" category of the 2024 Barclayhedge (Barclay Hedge Fund Database). Mr. Girish Kumarguru won two awards, namely "Hong Kong Market Fixed Income Star Fund Manager" and "Regional Fixed Income Star Fund Manager" in the 2024 I&M (Investment Insights & Mandate) Asia Professional Investment Awards. In 2024, the fund won the following awards in the I&M Investment Insights & Professional Investment Awards:

    ‘Best Fixed Income Hedge Fund in Asia (Excluding Japan) (10-year Term)’

    ‘Best Fixed Income Hedge Fund in Asia (Excluding Japan) (5-year Term)’

    ‘Best Fixed Income Hedge Fund in Asia (Excluding Japan) (3-year Term)’

    ‘Best Multi-Strategy Hedge Fund in Asia (Excluding Japan) (10-year Term)’

    ‘Best Multi-Strategy Hedge Fund in Asia (Excluding Japan) (5-year Term)’

     

    In addition, as the head of the fixed-income team, Girish is also responsible for leading and supervising the team of investment managers and analysts, and conducting management supervision on other fund mandates of the team.

    Girish joined China Everbright Asset Management Co., Ltd. (CEAM) in July 2012 and has more than 20 years of experience in investment, trading, credit rating, and risk management. Prior to this, Girish served as a director of the Principal Strategies Group of ABN AMRO/Royal Bank of Scotland and a portfolio manager of credit/convertible strategies. Before that, he worked as a hedge fund credit risk analyst at ABN AMRO and a senior credit analyst at CRISIL (now a subsidiary of Standard & Poor's) in Mumbai, India.

    He holds a Master's degree in Mechanical Engineering (with a research focus on Operations Research) from the Indian Institute of Technology Bombay (IIT Bombay) and a Postgraduate Diploma in Business Management (PGDBM) in Finance from XLRI Jamshedpur (located in Jamshedpur, India). Girish holds the Chartered Financial Analyst (CFA), Financial Risk Manager (FRM), and Chartered Alternative Investment Analyst (CAIA) certifications. In addition, Girish was selected by The Asset Magazine as a "Highly Recommended" manager in the 2020 Asia G3 Bond Benchmark Study Wise Investors.

Secondary Market Funds

Tel (852) 2860 1119
Fax (852) 2861 2803
Email InvestorServices@everbright.com