Products- We Provide Separately Managed Account Services
With Client’s Choice Over Two Actively Managed Portfolios

We provide separately managed account (SMA) services with client’s choice over two actively managed portfolios – the U.S. and China Select Portfolio, and Great China Growth Portfolio. Under the SMA structure, Amerina Capital exercises trading authority on behalf of our clients while their brokers (e.g., Charles Schwab) keep custody of their accounts.

Amerina U.S. and China Select Portfolio

This portfolio comprises high-quality U.S. and Chinese equities, primarily U.S. blue chip companies, top Chinese companies with promising growth prospects, and innovative enterprises in both countries that have shown emerging business competitive advantages in their industries. By taking advantage of the complementarities between the high growth in the emerging market and the relative low risk in the developed market, we seek to build a balanced and diversified portfolio of top companies in the world’s two largest economies.

Amerina Great China Growth Portfolio

This portfolio focuses on enterprises registered and operating in the greater China region. It targets high-quality companies with substantial growth potentials. China’s unprecedented economic growth and enormous domestic demand has created favorable market environment for numerous businesses and companies to thrive. Some of these companies become top players by catering to rigid demand and quickly adapting to market changes, which makes them unparalleled investment choices with high intrinsic value, considerable growth prospects, and low long-term investment risk. Using rigorous market research and unique analysis techniques, Amerina Capital identifies these companies – the cream of the crop, and aims at building a strong portfolio with substantial growth potentials.

Performance- Both our actively managed investment portfolios
have generated significant returns for our clients over time

As detailed in the reports below, both portfolios have outperformed the benchmark indices by large margins since their inception. While short term investment returns tend to fluctuate, investment is all about the long game. Generally speaking, we consider a period of three to five years as an appropriate time window to evaluate our performance and our competitiveness as a capital management firm. Similarly, for those who have been investing with us for three to five years or more, we encourage you to look back on your account performance in the past three to five years, compare to the performance of your other investment vehicles, and adjust the assets allocation as you see fit.

2021 Investment Performance Report

2020 Investment Performance Report

2019 Investment Performance Report

2018 Investment Performance Report

2017 Investment Performance Report

2016 Investment Performance Report

2015 Investment Performance Report