
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

High liquidity

Low volatility

Low draw-down

Absolute return
Investment Process

Fundamental research

Idea generation

Idea pitching

Execution
.png)
Portfolio management

Risk management

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