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Guotai Asset Management Company Limited
Li Sheng · Asset Manager · Multi-Strategy
Guotai Asset Management Company Limited (Guotai AMC), established in March 1998, is one of the first fund management companies founded in mainland China. Headquartered in Shanghai, the firm manages a diverse portfolio including mutual funds, pension funds, and segregated accounts, with total assets under management exceeding one trillion yuan. Recognized as a pioneer in the industry, Guotai AMC launched China's first ETF and has developed a comprehensive product line across equities, fixed income, money markets, and quantitative strategies. The institution serves a wide spectrum of clients, from individual retail investors to large institutional entities, focusing on financial innovation and stable long-term growth within the Chinese capital markets.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +27.7% |
| YTD return | +20.5% |
| Sharpe ratio | 3.94 |
| Win rate | 56% |
| AUM | $1.6B |
| Inception | Oct 1, 2025 |
| Updated | Sep 4, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.6B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | http://www.gtfund.com/ |
Current Holdings
Updated on Sep 4, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 14.8% | +20.7% |
| AAPL | Apple Inc | 13.7% | +20.6% |
| GOOGL | Alphabet Inc Class A | 12.2% | +26.3% |
| MSFT | Microsoft Corporation | 10.3% | +4.9% |
| AMZN | Amazon.com Inc | 8.6% | +13.5% |
| MU | Micron Technology Inc | 7.2% | +144.1% |
| AMD | Advanced Micro Devices Inc | 6.8% | +75.7% |
| AVGO | Broadcom Inc | 5.7% | +3.5% |
| META | Meta Platforms Inc. | 4.8% | -9.4% |
| BABA | Alibaba Group Holding Ltd | 4.1% | -0.0% |
| TSLA | Tesla Inc | 4.1% | -18.2% |
| CSCO | Cisco Systems Inc | 3.8% | +36.5% |
| INTC | Intel Corporation | 3.7% | +6.3% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 3, 2026 | BUY | META | 5.3% → 4.8% |
| Aug 3, 2026 | BUY | AMD | 6.6% → 6.8% |
| Aug 3, 2026 | BUY | AAPL | 14.3% → 13.7% |
| Aug 3, 2026 | BUY | MSFT | 8.3% → 10.3% |
| Aug 3, 2026 | BUY | AMZN | 7.5% → 8.6% |
Investment Style Analysis
Guotai Asset Management Company Limited is widely recognized for employing a Multi-Strategy strategy. As of Sep 4, 2026, the firm oversees approximately $1.6B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 3, Guotai Asset Management Company Limited made a significant move by increasing exposure to META. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Guotai AMC adheres to a research-driven investment philosophy that prioritizes long-term value creation and rigorous risk control. The firm employs a combination of bottom-up fundamental analysis and top-down macroeconomic research to identify high-quality investment opportunities in evolving markets. As a leader in product innovation, particularly in the exchange-traded fund (ETF) space, the institution emphasizes transparency, efficiency, and diversification. Its strategy focuses on delivering consistent, risk-adjusted returns by maintaining a disciplined investment process and leveraging deep expertise across multiple asset classes to navigate the complexities of the Chinese and global financial systems.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Guotai Asset Management Company Limited.
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Frequently asked questions
How is the simulated portfolio for Guotai Asset Management Company Limited constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Guotai Asset Management Company Limited's largest holding?
As of the latest filing, Guotai Asset Management Company Limited's top position is NVIDIA Corporation (NVDA), representing 14.8% of the portfolio. This reflects a high-conviction bet by the institution.
What is Guotai Asset Management Company Limited's historical performance and risk profile?
Our simulation indicates a total return of +27.7% with a win rate of 56%. Notably, the portfolio maintains a Sharpe Ratio of 3.94, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Guotai Asset Management Company Limited primarily invest in?
Guotai Asset Management Company Limited has a strong preference for the Semiconductors sector, which makes up 38.2% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Guotai Asset Management Company Limited's portfolio concentrated or diversified?
Guotai Asset Management Company Limited runs a highly concentrated portfolio with 13 disclosed positions. The top 3 holdings alone account for 40.7% of the total portfolio weight, suggesting a strategy that favors deep research into a few key names.
How has Guotai Asset Management Company Limited performed in 2026?
Our AI-simulated model portfolio for Guotai Asset Management Company Limited tracks a Year-to-Date (YTD) return of +20.5%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Li Sheng manage Guotai Asset Management Company Limited directly?
Yes, Li Sheng serves as the key portfolio manager for Guotai Asset Management Company Limited, overseeing the investment strategy and final capital allocation decisions.