About Julian Asset Management
Who we are?
Julian Asset Management, with its subsidiary Chinese Stock Investment Research ltd., has studied and invested in Chinese stock market for more than 20 years, and gained the overall and deep understanding of the stock market in China. We pride ourselves on having well-established, approved investment system, and a respectable performance history for last ten years in Chinese stock market.
  • Julian Asset Management is an independent investment adviser with funds, two model portfolios and many individual accounts under management. The three members of our Investment Policy Committee have over 50 years’ combined industry experience.
  • Our founder and CEO, Julian Wu, graduated from University of Houston in 1992, had been working as an investor for more than fifteen years in US, and accumulated a lot of investing experience. In 2007, he came back to China and established Julian Asset Management devoting to invest in Chinese financial market. Since he possesses the insights to the stock market, many Medias, such as Phoenix TV, First Financial Daily, Southern Weekly etc. have invited him as a market commentator, has been considered one of the most influential commentators and investors in China.（For more information, please click following link: Julian vedios）


What Chinese Stock Investment Research (CSIR) does?
As a subsidiary of Julian Asset Management Company, CSIR follows the 500 listed companies selected from Chinese stock market, provides reliable, unbiased information on these companies, and puts us and investors in the driver’s seat with accurate and insightful investment research on companies, industries, markets and economies. From the latest data, sophisticated tools and proven ranks to expert analysis and guidance, CSIR gives investors the power to evaluate investments and make investment decisions with confidence. (For more: chinesevalueline.com) The flagship of the investment tools CSIR has invented is its annual 88 Best Chinese Stocks. With two easy but sophisticated strategies, this powerful tool has helped us and many investors achieved very good results, and made money very year. The methods are simple in operation, but excellent in performance. （For detail, please read The performance of our annual 88 Best Chinese Stocks）
Warren Buffett once said “only a tiny number of outstanding companies, at right price, are worthy to invest, but most companies do not have the attraction of investment”. We truly believe this is the quintessence about the logic of investment to Buffett. And our approach to investment research and our investment management practice are the comprehension to Buffett’s investing logic.
What we achieved?
Currently, there are 7 funds and many individual accounts under our management. All of them have achieved a much better performance than the market index over the years. From the following graph you can see that every fund under our management has achieved very good result and also far outperformed the market.
Key Advantages
We believe the following are key reasons why our clients have chosen to stay with us.
1. A profound and sophistic research system and investment tools based on Value Investing.
We find that there are many people who love and believe in value investing theory, but there are few people who can find the right tools to achieve value investing. We believe that the research system and the analysis platform that we have developed over the years are much advanced than any tools used by other investing companies in China. This advantage equips us to fulfill the mission of value investing.
2. Established Performance History
Our Investment Policy Committee has over 50 year of combined industry experience, and our founder and CEO, Julian Wu, has a 25-year investing experiences in both China and US markets. The performances of our portfolios have been superior, and far outperformed the market year after year to, these are proven records.
3. Competitive, Transparent Fees
We simply charge a fee based on assets under management, which aligns our incentives with our clients’ best interests.
What we do?
  • We manage virtually every aspect of the investing in Chinese stock market process for you, including account setup and asset allocation, and trading individual securities.
  • We can provide you an established portfolio strategy, or create a personalized portfolio for you that may include stocks, bonds, and/or other securities.
  • We offer unparalleled service. As a client, you’ll work with a dedicated Investment Counselor who provides personalized attention to your specific investing needs.
  • We provide continuous education on investing in Chinese Stock market.