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Jian Shi Cortesi

Jian Shi Cortesi - Directrice des investissements


Jian Shi Cortesi, directrice des investissements, est membre de l'équipe Global Growth Equity et gère les fonds actions chinoises et asiatiques.

Avant de rejoindre GAM Investments en mai 2010, Jian Shi Cortesi a travaillé dans la recherche et la gestion de portefeuille d'actions asiatiques pour une société régionale de gestion de patrimoine aux États-Unis. Elle a débuté sa carrière en tant qu'assistante de rédaction chez Dow Jones à Pékin. Jian Shi est titulaire d'une licence en commerce international de l'Université des études étrangères de Pékin, en Chine, et d'un MBA de l'Université du Tennessee, aux États-Unis. Elle est titulaire des certifications CFA et FRM (Financial Risk Manager). Elle est basée en Lugano.

Jian Shi Cortesi

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Active Thinking
Active Thinking: China’s economic evolution beyond stereotypes
20 February 2024

Jian Shi Cortesi, Investment Director, Asia/China Growth Equities, delves into the intricate dynamics of Chinese and Asian equities. She focuses on the impact of manufacturing shifts, India’s emergence and the potential parallels with Japan’s economic trajectory.

Active Thinking
Active Thinking: The Great Call of China
12 December 2023

China is not without its problems, but, given the sheer scale of opportunities, warrants far more than peripheral market status for equity investors, argues Jian Shi Cortesi. She believes investors should look through the lingering anti-China haze and instead focus on the powerful longer-term growth story.

Outlook 2024
Outlook 2024: Jian Shi Cortesi (Asia/China Growth Equities)
December 2023

Asia & China Growth Equities – An exciting market with mispriced opportunities

Opinions
Thematic Thoughts: Golden Week and the evolution of Chinese consumer spending
13 October 2023

Following China’s Golden Week holidays, GAM Investments’ Jian Shi Cortesi and Fanwei Zeng reflect on the country’s latest developments in tourism and consumption, and how the trend towards experiences is set to create investment opportunities.

My Videos

Active Thinking

08:06 min watch

Asia/China Growth Equities – Jian Shi Cortesi
19 October 2023

Jian Shi Cortesi notes that weak sentiment in China is keeping Chinese equities at very low valuations, due to the soft economic growth, real estate drag and the ongoing China-US rivalry. However, she is optimistic about long-term prospects, with the conviction that in the long term earnings growth will drive stock prices.

Active Thinking

7:03 min watch

Asia/China Growth Equities – Jian Shi Cortesi
28 July 2023

Jian Shi Cortesi considers the reasons investors have been hesitant to enter Chinese equities so far this year. She also highlights the two triggers that she thinks will attract flows back to the market: positive government policy and strong earnings.

My Awards

People
Jian Shi Cortesi once again selected for Citywire list of top 30 female managers
September 2022

Jian Shi Cortesi, who manages China and Asia equity strategies, has once again been selected for Citywire’s list of top 30 female managers.

The list is compiled from Citywire’s database of 2108 female fund managers based on managers’ ratings consistency over the last five years.

This is the fifth year that Jian has featured in the Citywire Alpha Female Top 30 list, having also been included in 2017, 2019, 2020 and 2021.

Click here to read more.

People
Dual win for Jian Shi Cortesi at Investment Week Awards
November 2021

Jian Shi Cortesi has won two awards at Investment Week’s Women in Investment Awards. Jian was chosen as the winner in both the ‘Fund Manager of the Year (large firms)’ and ‘International Investment Woman of the Year’ categories.

The Women in Investment Awards honour the inspiring achievements of women across all parts of the UK investment industry with a specific international category.

The ‘Fund Manager of the Year (large firms)’ award is designed to serve as an inspiration for other women to consider a career in fund management. In selecting the winner for the ‘International Investment Woman of the Year’ category, the judges considered Jian’s overall achievements that have positively influenced women and helped attract or retain them in the sector.

People
Jian Shi Cortesi and Mark Hawtin shortlisted for Investment Week’s Fund Manager of the Year Awards 2021
May 2021

GAM’s Asia Growth equities and Disruptive Growth and Technology teams have been shortlisted for Investment Week’s Fund Manager of the Year Awards 2021.

A flagship event for the investment industry, the Investment Week Fund Manager of the Year Awards honour fund managers and groups who have demonstrated consistently strong performance for investors and whom the judging panel believe have the potential to continue to deliver for clients.

People
Jian Shi Cortesi selected for Citywire list of top 30 female managers
September 2020

Jian Shi Cortesi, who manages China and Asia equity strategies, has been selected for Citywire’s list of top 30 female managers.

The list is compiled from Citywire’s database of 1762 female fund managers based on managers’ ratings consistency over the last 5 years.

This is the third year that Jian has featured in the Citywire Alpha Female Top 30 list, having also been included in 2017 and 2019.