Quantamental Investing to beat Benchmarks

A. Stotz Investment Research

We pick stocks. We construct portfolios. All our effort is focused on how to better pick stocks and construct portfolios. We serve fund management companies, family offices, and high net worth individuals.

CEO, A. Stotz Investment Research

Dr. Andrew Stotz, CFA

Thematic (Sector/Industry)

China Consumer discretionary / Thematic (Sector/Industry)

Beijing Yanjing Brewery Co, Ltd. (000729 CH)

<ul>
<li>We highlight 10 stocks in China that look interesting to us based on our FVMR methodology</li>
<li>Portfolio changes: Three stocks remain, seven new join the fray</li>
<li>Since inception, it has gained 160% versus the CSI 300 Index’s return of 97%</li>
</ul>


We highlight 10 stocks in China that look interesting to us based on our FVMR methodology
Portfolio changes: Three stocks remain, seven new join the fray
Since inception, it has gained 160% versus the CSI 300 Index’s return of 97%


Gz Bailing Group Pharm Co., Ltd. (002424 CH)

Tonghua Golden Horse Pharmcl Indu (000766 CH)

Fujian Star Net Communication Co,Ltd. (002396 CH)

Henan Shuanghui Investment & Development (000895 CH)

Hisense Home Appliances Group (000921 CH)

The Stocks to Own in China – Vol. 38