Lowes Wealth Management, the China-based fund management firm, said it is positioned with a new global equities fund for a rebound in the US economy ahead of any recoveries in Europe and the UK, and is also favouring those companies likely to benefit from infrastructure spending by China.

LWM, with offices in Beijing and London, said it is marketing a new fund called the East-West Value fund, to be based on an existing investment model that it says has delivered strong, market-beating returns. The East-West Value Fund is being marketed to UK private investors and its underlying investment model has a relatively concentrated holding of just 25 to 35 stocks.

“Due to indiscriminate selling, we are starting to see some incredible opportunities that are likely to yield superb returns as rationality returns to markets,” fund manager Justin Lowes said.

Mr Lowes said LWM favours companies that are positioned to benefit from strong global themes, such as China’s infrastructure development.

LWM is considering investing in companies such as Aiphone, the Japanese telecom infrastructure manufacturer, Bukwang Pharmaceutical Industrial, a Korean pharmaceutical manufacturer, entertainment giant Disney, ConocoPhillips and Dow Chemical.

The East-West fund is suitable for investment into tax-advantaged wrap accounts such as self invested personal pensions. In the three years to the end of October 2008 an investment model on which the East-West portfolio is based showed it rose by 46.65 per cent, outperforming all the key global markets over the same period.