IvyRock Asset Management, a Hong Kong-based investment management firm, was founded by Charles Yong Huang. Global, institutional, and private investors are among the clients of IvyRock, which manages both long/short and long-only equities strategies. The firm invests in Chinese stocks listed as onshore A-shares in Greater China public equity investments. Huang is in charge of a portfolio worth more than $105.5 million and assets under management worth more than $1 billion. JD.com, Inc. is Huang’s largest stock holding in the second quarter, accounting for 23.17 percent of the firm’s stock portfolio.
Insider Monkey looks at IvyRock Asset Management’s top 10 stock picks. Compass, Inc. focuses on affluent markets, where it offers high-margin luxury houses. Wealth management is Hywin Holdings Ltd.’s major business segment, with the company serving consumers of all generations. Charles Huang owns 200,000 shares of the company through IvyRock Asset Management, making it one of his top investment picks. Vipshop Holdings Limited, China’s third largest ecommerce platform behind Tmall and JD.com, is one of the country’s leading B2C ecommerce retailers. The company runs the VIP.com website, which offers online discount sales. Charles Huang’s IvyRock Asset Management has identified Sea Limited as a top stock selection. As of June this year, the investment firm owned 17,050 shares in Sea Limited worth $5.43 million, accounting for 5.14 percent of the firm’s portfolio. Up Fintech Holding Limited is one of Charles Huang’s best stock picks as of June this year. The online brokerage firm caters to Chinese investors all over the world. It provides investors with a platform to trade assets on many exchanges across the world. For more details, click Top 10 Stock Picks Of Charles Huang’s IvyRock Asset Management.