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Southlake Fund Management (Hong Kong) · SFC Type 4 / Type 9 Regulated Activities

Prudent · Professional · Long-Term

A Hong Kong-based asset manager focused on fixed-income investment — bridging global capital with China's structural growth opportunities.

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/ About Southlake

More global than the onshore,
closer to China than the offshore.

Southlake Fund Management (Hong Kong) Limited is a Hong Kong-based asset manager focused on fixed-income investment, holding Type 4 (advising on securities) and Type 9 (asset management) licenses from the Hong Kong SFC. Our founding team comes from leading Chinese securities firms, with over a decade of frontline experience in onshore and offshore bond investment management and credit research, with deep expertise in credit bonds.

10+
years of frontline onshore & offshore bond investment and credit research
4/9
SFC Type 4 & Type 9 regulated activity licenses
2
onshore + offshore markets, capturing cross-border opportunities

Investment Philosophy

Research-driven, value-oriented investing in fixed income

01

Institutional-grade credit strategies, built on research

With over a decade of frontline experience in domestic and international bond investment and credit research, we build strategies on rigorous, disciplined risk control — delivering credit portfolios with sustainable returns and limited drawdowns.

02

Long-term value through disciplined fixed-income investing

We adhere to an independent, rational framework with disciplined judgment and long-term conviction. Through research combining breadth and depth, we are value-oriented investors in fixed income, avoiding momentum-driven or consensus trades.

03

A global vision capturing China's opportunities

Rooted in China's bond market, we connect onshore and offshore capital through cross-border structures, screening both markets to identify Chinese assets of superior relative value and capture cross-border opportunities.