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ABOUT US
Mountain Creek Investment Management Co., Ltd. is a private investment fund manager initiated by investment management veteran Mr. Jun Li. Headquartered in Shanghai, it aims to apply the portfolio management methodologies and techniques of global insurance companies, both in and outside of China, for more institutions and individuals, to help introduce global absolute return investment strategies into China, and to facilitate the better connection of domestic and overseas financial markets and resources. The founder, Mr. Jun Li, was the former Co-President of Fosun Insurance Group and served as Executive Director, Chief investment Officer, Chairman of Investment Committee of several insurance companies and CEO of Fosun Asset Management Company. He managed the assets of six insurance companies and one asset management company both in and outside China, and has achieved outstanding investment performance. In addition, team members have many years of experience in the investment management of hedge funds and mutual funds, well positioned to tailor made appropriate investment solutions according to customers’ needs.
Mountain Creek Investment Management focuses on providing portfolio management of Chinese equities and fixed income instruments utilizing portfolio management techniques similar to insurance companies, special situation opportunity fund products both in stocks and bonds, and the customized investment mandates for equities and fixed income instruments based on customers' needs.
Our vision is to become one of the best hedge funds in China which would enhance the professionalization and internationalization in asset management industry of China. And our mission is to provide quality products and services.
CORE COMPETENCY
Cross-asset investment strategy: At the heart of our differentiating skills, our cross asset expertise brings together equities, fixed income and derivatives structuring capabilities to provide you with a tailored multi-asset market solutions approach. The years of experience with asset management, especially portfolio management techniques similar to insurance companies have been providing us with decision-making capacity.
Multi-strategy Investment Management: Hedging can offer investor access to a variety of strategies, provide considerable capacity and enhance the risk-adjusted returns of a diversified or concentrated investment portfolio.
International Investment Capability: The members of our team have many years of work-life experience, both in and outside of China ,and thus are very familiar with the market, politics, economy, culture and the various types of investments of different countries.
Graduated in 2003 from the State University of New Jersey with a master’s degree and in 2001 from Tsinghua University with a bachelor’s degree, Mr.Jun Li is CFA Charter holder and has the qualification for directors, fund managers, and necessary licenses for fund administration.
Mr. Jun Li has 20 years of investment experience in professional financial institutions both in China and in the United States. From 2003 to 2010, he co-managed multi-strategy portfolios in a Wall St. hedge fund in New York. After returning to China in 2010, he served as senior analyst, equity and fixed income portfolio manager in ICBC Credit Suisse Asset Management Co., Ltd. and Fullgoal Fund Management Co., Ltd. Mr. Li joined Fosun Group in 2014, , where he served as General Manager of Secondary Market Investment (Overseas) Department, Fosun Group Senior Assistant President, and Co-President of Fosun Insurance Group. He also served as Non-Executive Director and Chairman of the Investment Committee of Pramerica Fosun Life Insurance Co., Ltd, Director of Hong Kong Peak Reinsurance Co.,Ltd, as well as Director of AmeriTrust Insurance Company in the United States. Meanwhile, Mr. Li founded Fosun Asset Management Company (Hong Kong) on behalf of Fosun Group and served as CEO. He led the acquisition of TENAX Capital Limited in London, and has built a global asset management platform.
During the period of 2017 and 2018, Mr. Li managed the assets of Fosun’s six global insurance companies in China, Hong Kong, the United States and Europe, as well as those assets of one asset management company, with a total AUM of more than 30 billion USD, and has achieved outstanding investment performance beyond the industry average. From the end of 2016 to the mid-2019, when Mr. Li was the Executive Director and Chief Investment Officer of Fidelidade, Portugal's largest insurance company, Fidelidade achieved investment returns of 3.6% and 3.3% in EUR, far exceeding the industry average of around 2%. During the period when Mr. Li took the charge the investment of Pramerica Fosun Life Insurance Co.,Ltd, the cumulative rate of returns of Pramerica Fosun Life in 2017 and 2018 was over 13%, ranked No. 3 among 71 life insurance companies in China.
As a multinational investment expert who has led a team of hundreds of investment personnels around the world, Mr. Li also actively participates in the area of investment education in China. He has been invited to give speeches and exchange ideas at professional investment conferences, summits, etc. both at home and abroad, as well as at famous universities such as Oxford, Tsinghua and Fudan University. He also has in-depth business communications with numerous domestic and overseas listed companies, and other institutions such as insurance companies, asset management companies, investment banks, various financial intermediaries, sovereign funds and pension funds.
JOIN US
Mountain creek is engaged in a tireless effort to become one of the best hedge funds in China which would enhance the professionalization and internationalization in asset management industry of China. We are committed to providing quality products and services.
Powering this engine requires a diverse community of investment professionals, analyst, managers and other specialists. We need the Like-minded who share a commitment to achieving excellence in their respective lines of work.
What kind of roles are you interested in?
Financing Partner
Investment Partner
Investment Manager
Analyst
CONTACE US:
Mountain creek Investment Management
Phone Number: (+86) 021-50788858
Email: product@mountaincreekinvest.com
Address: Room 701,T1, No.10, 257 Long, Binjiang Avenue, Pudong New Area, Shanghai, China
Available Time: 8:30 am – 5:30 pm on Weekday