Bloomberg Anywhere Remote Login Bloomberg Terminal Demo Request


Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world.


Financial Products

Enterprise Products


Customer Support

  • Americas

    +1 212 318 2000

  • Europe, Middle East, & Africa

    +44 20 7330 7500

  • Asia Pacific

    +65 6212 1000


Industry Products

Media Services

Follow Us

Bloomberg Customers

February 14, 2016 8:39 AM ET

Capital Markets

Company Overview of Fortune SGAM Fund Management Co., Ltd.

Company Overview

Fortune SGAM Fund Management Co., Ltd. is a privately owned investment manager. The firm launches and manages equity, fixed income, and balanced mutual funds for its clients. It invests in the public equity and fixed income markets of China. The firm was founded in 2003 and is based in Shanghai, China. Fortune SGAM Fund Management Co., Ltd. operates as a subsidiary of Hwabao Trust Co., Ltd.

58/F,Shanghai World Financial Center

100, Century Avenue

Shanghai,  200120


Founded in 2003


86 21 3850 5888


86 21 3850 5777

Key Executives for Fortune SGAM Fund Management Co., Ltd.

Vice Director of Investment Department
General Manager of Overseas Investment Department
Age: 47
Portfolio Manager
Fund Manager
Fund Manager
Compensation as of Fiscal Year 2015.

Fortune SGAM Fund Management Co., Ltd. Key Developments

WaveFront Capital Management Enters into a Joint Venture with Fortune SGAM Fund Management Co., Ltd

WaveFront Capital Management has entered into a joint venture with Fortune SGAM Fund Management Co., Ltd. to sub-advise a China-focused equity strategy on behalf Chinese investors. Focused on the Chinese A-share market, WaveFront will employ a quantitative equity strategy designed to provide 'intelligent' exposure to the long-term economic growth potential in China, while seeking to consistently outperform the CSI 300 index.

Fortune SG Fund Management Company Appoints Alexandre Werno as New Executive Vice General Manager

Lyxor Asset Management has named Alexandre Werno as new executive vice general manager of the Fortune SG Fund Management Company. Based in Shanghai, Werno will be responsible for the supervision of mandate and institutional sales as well as of risk control in his new role. Previously, Werno has joined Fortune SG as a senior adviser to the general manager in May 2013. Previously, Werno worked at Societe Generale Corporate & Investment Banking's global markets division where he was responsible for institutional business development in China since 2007.

Recent Private Companies Transactions

Private Placement
June 1, 2015
Beijing Unistrong Science & Technology Co., Ltd.
Private Placement
May 29, 2015
Shandong Polymer Biochemicals Co., Ltd.

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
Lawyers Committee for Civil Rights Under Law United States
Bertelsmann AG Europe
NYC2012, Inc. United States
Rush University United States
Citizens Budget Commission United States

Sponsored Financial Commentaries

Sponsored Links

Request Profile Update

Only a company representative may request an update for the company profile. Documentation will be required.

To contact Fortune SGAM Fund Management Co., Ltd., please visit Company data is provided by Capital IQ. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at