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David Choa

Head of Greater China Equities, Lead Portfolio Manager

Bio

David is the Head of Greater China Equities and Lead Portfolio Manager for the Greater China Equity capability. After joining BNPP AM since 2012, he has been serving the Greater China equity strategy for the entire time and rapidly became deputy fund manager in July 2015. In July 2020, he stepped up as Lead Portfolio Manager and Head of Greater China equities.

David has been a key architect of the team’s philosophy, proprietary “Growth Framework” portfolio allocation, and its team-based approach since his arrival in 2012. In his deputy role, David has been involved in all aspects of co-managing the team, from alpha identification, risk management, trade execution to recruitment.

David has a generalist coverage in fundamental equity research, with specialist knowledge of the technology / media / telecom sectors. With a solid tech-savvy experience background, David has long-standing investment experience and has been working within the financial services industry since 2005.

Prior to joining BNPP AM in 2012, David worked at Fidelity Management & Research (Hong Kong), as an International Equity Analyst specialising in Asia Pacific Telecommunications. David also brings valuable experience and insight from his prior roles as a Senior Associate in Mergers and Acquisitions Advisory at Deloitte & Touche (Hong Kong), and as a Senior Consultant in Economic Consulting Group at Deloitte Financial Advisory Services (Boston, USA).

David holds a Master of Business Administration degree from the Wharton School of Business at the University of Pennsylvania (USA). He also holds Bachelor of Science degrees in Economics and Management Science at the Massachusetts Institute of Technology, in Cambridge (USA). David is a CFA® charterholder and a member of the Hong Kong Chartered Financial Analyst society.

Location Hong Kong

Joined 2012