On 5 November 2024, we, Argyle Street Management, had the honor to be invited by Professor Gao Pingyang, to speak at his class at a master program at the University of Hong Kong (HKU) Business School.

The topic was shareholder activism and corporate governance. We used China Merchants China Direct Investments (CMCDI, 133 HK) as our case study.

We’d like to thank Professor Gao for his invitation. The 75 students were engaged and asked thoughtful questions. In fact, some of them are shareholders of CMCDI.

Professor Gao, an Associate Dean of HKU Business School, is a foremost expert of corporate governance, capital markets regulations and accounting standards.

Before joining HKU in 2020, he taught at Chicago Booth and Yale. He has been watching CMCDI for years, precisely because of its astounding discount to net asset value.

If you are new to CMCDI, read our primer.

Chat with us on WeChat or WhatsApp:

💬 WeChat ID: ASM_Argyle

💬 WhatsApp ID: +852 6317 6371

🖥️ UnlockValueChinaMerchants.com

📧 ChinaMerchants@asmhk.com


2024 年 11 月 5 日,我们Argyle Street Management很荣幸受到高平阳教授的邀请,在香港大学商学院 (HKU) 硕士课程的课堂上作客座讲座。

讲座主题是股东维权(shareholder activism)和企业管治。我们以招商局中国基金 (133 HK) 为案例研究。

我们感谢高教授的邀请。75 名学生积极参与并提出了深思熟虑的问题。

高教授是香港大学商学院副院长,也是企业管治、资本市场監管和会计准则方面的顶尖专家。

在 2020 年加入香港大学之前,他曾在芝加哥布斯商学院(Chicago Booth)和耶鲁大学任教。他多年来一直在关注招商局中国基金,正是因为它对资产净值的巨大折让。

如果您刚开始了解中国基金,请阅读我们的指南

欢迎随时与我们联系:

💬 微信: ASM_Argyle

💬 WhatsApp: +852 6317 6371

🖥️ UnlockValueChinaMerchants.com

📧 ChinaMerchants@asmhk.com

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