Amerina International Capital Management

What Amerina International Capital Management does

Amerina International Capital Management, LLC (operating as Amerina Capital; Chinese name: 美鸿国际投资管理有限公司) is a privately held, value-oriented investment management firm co-founded in March 2012 by Dr. J. Gerald Kong and Fine Assets Investments Ltd. The firm is headquartered in Dallas, Texas and operates regional offices in Beijing, Hong Kong and New York, giving it on-the-ground research presence in both the U.S. and Greater China markets. It is organized as an LLC with 1–10 employees and is led by Dr. Kong as President and Managing Director. Its core service is Separately Managed Account (SMA) portfolio management delivered under a discretionary trading-authority model, with third-party custodians such as Charles Schwab holding client assets.

The firm offers two actively managed equity portfolios: the Amerina U.S. and China Select Portfolio, which blends U.S. blue-chip companies with top Chinese growth and innovation names, and the Amerina Great China Growth Portfolio, focused on enterprises registered and operating in the greater China region. The underlying investment process combines fundamental research with quantitative analysis aimed at identifying companies whose market prices diverge from intrinsic value, emphasizing competitive advantage and long-term growth potential. Local-market research is delivered through an in-house U.S. team and a strategic research partnership with Fine Assets Investments Ltd. (Beijing/Hong Kong), which provides deep coverage of China's capital markets, regulatory environment and culture.

The business model is fee-based recurring revenue on assets under management, with pricing negotiated individually rather than publicly disclosed. Distribution is direct, relationship-driven engagement targeting professional and institutional investors as well as high-net-worth individuals, supported by a bilingual (English/Chinese) corporate website and direct phone/email contact. No revenue, AUM, client count or growth metrics are disclosed in the source material, and there is no record of external funding, acquisitions, or third-party validation beyond self-reported benchmark outperformance.

Name

Amerina International Capital Management

Legal name

Amerina International Capital Management, LLC

Website

https://amerinacapital.com

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

1–10 employees

Short description

Amerina International Capital Management is a Dallas-based, privately held investment manager offering separately managed accounts in two equity portfolios — U.S. and China Select, and Great China Growth — to professional, institutional and high-net-worth investors seeking cross-border U.S.–China exposure via discretionary trading authority.

Ownership category

akta.pro rank

Product category

Investment Management

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Institutional Separate Accounts & SMAs (Mandates) (FSAAAGAL)

akta.pro secondary industry

Managed Accounts & Model Portfolios (SMA/UMA) (FSAAAAAG)

Keywords

• Investment management
• Separately managed accounts
• Cross-border equities
• China-u.s. investing
• Portfolio management

Headquarters

HQ city

Dallas

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Separately Managed Account (SMA) Management Fees: Amerina Capital provides SMA services where the firm exercises trading authority on behalf of clients. Revenue is generated through management fees on assets under management across two actively managed portfolios. Under the SMA structure, Amerina exercises trading authority while brokers like Charles Schwab maintain custody of client accounts.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels2 records

Core offering

Amerina provides Separately Managed Account (SMA) investment management services through two equity portfolios — the U.S. and China Select Portfolio and the Great China Growth Portfolio — that invest primarily in publicly traded Chinese companies with cross-border U.S. and China research capabilities. The firm runs a discretionary long-term investment approach using a proprietary intrinsic-value assessment methodology for professional, institutional, and high-net-worth investors.

Product overview

Amerina International Capital Management is a value-oriented, research-driven investment management firm that provides separately managed account (SMA) services. The firm offers two actively managed portfolios: the Amerina U.S. and China Select Portfolio (investing in U.S. blue chip companies, top Chinese companies, and innovative enterprises in both economies) and the Amerina Great China Growth Portfolio (focused on high-quality enterprises in the greater China region). Under the SMA structure, Amerina Capital exercises trading authority on behalf of clients while their brokers (e.g., Charles Schwab) keep custody of their accounts.

Differentiator

Problem solved

Functional benefit

Products and services

• U.S. and China Select Portfolio Discretionary Separately Managed Account portfolio managed using Amerina's cross-border China–U.S. research framework, focused on investing in publicly traded Chinese companies for professional, institutional, and high-net-worth investors.
• Great China Growth Portfolio Growth-oriented discretionary Separately Managed Account portfolio focused on Chinese equities, managed under Dr. Kong's leadership, designed for professional, institutional, and high-net-worth investors seeking long-term China equity exposure.

Quantifiable outcome

• Both portfolios have outperformed benchmark indices since inception

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

One partnership is on record.

• Fine Assets Investments Ltd.coreStrategic or Co-development Partner · 1 March 2012Fine Assets Investments Ltd. is a China-based investment management firm and co-founder of Amerina Capital. Through research collaboration and resource sharing, Amerina Capital and Fine Assets fully benefit from each other's expertise on their home markets. Fine Assets has offices in Beijing and Hong Kong with a strong local research team having deep understanding of China's capital market, socio-economic environment, politics, and culture. The partnership creates synergies that facilitate U.S.-China cross-border investment.

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• GaveKal Capital: U.S.- and Hong Kong-based investment research and asset management firm specializing in Greater China and Asia. Closely comparable to Amerina in its dual U.S.–China positioning, fundamental research emphasis, and bilingual distribution capability.
• Harding Loevner: Specialist international and global equity manager offering actively managed, research-driven portfolios. Closely comparable to Amerina in its research-intensive, value-oriented approach and SMA-style institutional offerings.
• Matthews Asia: Asia-focused equity asset manager offering multiple country- and theme-specific strategies to U.S. and global clients. Directly comparable to Amerina in its Asia/Greater China investment focus and institutional-quality SMA-style product delivery.
• Martin Currie: Active global equity manager with strong Asia/China research capabilities and a long-tenured fundamental approach. Comparable to Amerina in international value discipline and institutional separate-account delivery.
• Causeway Capital: Fundamental, research-driven international and global value equity manager serving institutional clients via separate accounts. Direct peer to Amerina in methodology style, SMA distribution model, and global value orientation.

Emerging players

• WisdomTree: ETF provider offering China, emerging-markets, and international equity products. Comparable to Amerina in providing China/EM exposure but via passive/indexed ETFs rather than active SMA management.
• KraneShares: ETF issuer specializing in China and Asia thematic strategies. Comparable to Amerina in its China investment focus, though distribution is ETF-based rather than SMA-based, and it focuses on thematic rather than fundamental value.

Broad incumbents

• First Eagle Investment Management: Established global value-oriented asset manager with international equity capabilities. Comparable to Amerina in value discipline but serves a much broader, multi-strategy institutional and wealth channel.
• Lazard Asset Management: Large global asset manager offering international, emerging-markets, and global equity strategies among many others. Comparable to Amerina in international equity offering but at vastly greater scale and product breadth.
• T. Rowe Price: Major global asset manager offering international, emerging-markets, and global growth equity strategies among many. Comparable to Amerina in offering cross-border equity exposure but at far greater scale and product breadth.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/amerina-international-capital-management-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Amerina International Capital Management