INVESTMENT

Investment Philosophy

The manager aims to deliver competitive risk-adjusted compounded returns with superior portfolio liquidity by investing in the listed global large capitalization unicorns, and discretionarily adopting single stock long-short strategies to capture price abnormalities in the Hong Kong and A-share market via bottom up fundamental research cross all sectors. Our clients and prospective clients are professional investors which include high net worth individuals, family offices and institutional investors.

Target Portfolio Profile​

 
 
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High liquidity

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Low volatility

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Low draw-down

Absolute return

Investment Process​

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Fundamental research

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Idea generation

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Idea pitching

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Execution

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Portfolio management

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Risk management

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Exit strategy management

 

Business Management Strategies

  • Trust building

  • Power

  • Responsibility

  • Profitability

 

Governance Strategies

  • Fiduciary duty

  • Environmental, social and governance

  • Risk management

  • Compliance

 

Our Counterparties 

 

China International Capital Corporation Limited

Alter Domus 

HLB Hodgson Impey

Cheng Limited 

Ogier