Brilliance Asset Management Limited is an experienced equity investment manager that combines comprehensive top-down macro understanding of the industries with in-depth bottom up research of the companies to make investment decisions.
We focus on consumer, leisure and services, advanced manufacturing, cyclicals and internet.
We invest in China A, Hong Kong and US ADRs.
Our team is stationed across mainland China and Hong Kong.
We invest in the fundamental economics of industries
We invest in the long-term structural winners