Episodi
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Recorded on 7 June 2024 (Part 3 of 3)
(00:00) - Opener (00:06) - Signal Aggregation & Macro Risk Management (4:42) - Signal Latency & Alpha Identification (6:51) - Unveiling Alpha Through Independent Investment Ideas of Clear Rationale (11:53) - Risk Management Discipline (18:20) - The Reason for Keeping It at High Vol (22:57) - USD 5% Interest Rate Return and Hurdle Rate (25:24) - Strategy in a Dedollarization Context (30:41) - Global Macro Narratives
đConvo with Zan Huang, Founder, Kaiyuan Macro hosted by Alvin Fan, CEO, OP Investment Management (OPIM)Zan Huang shares how Kaiyuan Macro approaches risk through diversification across multiple signals and statistical drawdown controls. He discusses the importance of constantly monitoring historically profitable strategies for deviations using daily hypothesis testing. For allocators, this section provides valuable insights into the risk framework behind a quantitative macro fund, and how they source emerging opportunities arising from global macro narratives and geopolitical developments.
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FOR INFORMATIONAL PURPOSES ONLY
This video shall not be published, circulated, reproduced or distributed or commercially exploited in any manner otherwise, in whole or in part, without the prior written consent of OPIM. Any trademarks, logos and related intellectual property rights in this video are either owned by OPIM or other third parties.
This video or any of its contents have not been reviewed by the SFC or any other regulatory body. All information is provided solely for informational purposes only and is neither to be taken as advice or recommendation for any specific investment product, strategy, plan, feature or other purpose in any jurisdiction, nor intended as an offer or solicitation of offer for purchase or sale of units of any funds, shares of securities or any financial instruments. This video or any of its contents do not constitute an endorsement, offer or solicitation of offer for purchase or sale of any financial instruments or services by OPIM.
All information including facts, opinions, projections and estimates based on the judgement of the author is provided âas isâ and may be subject to change without notice. OPIM has no obligation to ensure such updates are brought to your attention. The information in this video has been prepared from sources OPIM believes to be reliable and without consideration of the objectives, financial situations or needs of any particular viewer. OPIM does not warrant the completeness, accuracy or reliability of any material or information and does not assume responsibility for any error of facts or opinions or for damages arising out of any personâs reliance upon such material or information. You should make independent assessment of any legal, regulatory, tax, credit and accounting implications and consult with professional advisor(s) as you consider necessary regarding any information provided in this video. -
Recorded on 7 June 2024 (Part 2 of 3)
(0:00) - Opener (0:06) - Stat Arb Signals for Investment Insights (4:54) - Balancing RV & Directional Signals (10:06) - Examples on How His Indicators Reflect the Marco Narratives
đConvo with Zan Huang, Founder, Kaiyuan Macro hosted by Alvin Fan, CEO, OP Investment Management (OPIM)Zan Huang dives into the core strategy behind Kaiyuan Macro - cross-country relative value investing. By focusing on identifying mispricings between currencies and interest rates across different nations, Zan's models aim to capture alpha independent of broader macro trends. In this session, he discusses the rationale for a relative value approach, highlighting the empirical evidence that shows these opportunities have historically offered higher risk-adjusted returns than directional bets.
OPIM - â â â â â â â â LinkedIn (OP Investment Management)â â â â â â â â // â â â â â â â â X (@opim_hk)â â â â â â â â // WeChat (hedgefund_club) // â â â â â â â â Website (www.opim.com.hk)â â â â â â â â
FOR INFORMATIONAL PURPOSES ONLY
This video shall not be published, circulated, reproduced or distributed or commercially exploited in any manner otherwise, in whole or in part, without the prior written consent of OPIM. Any trademarks, logos and related intellectual property rights in this video are either owned by OPIM or other third parties.
This video or any of its contents have not been reviewed by the SFC or any other regulatory body. All information is provided solely for informational purposes only and is neither to be taken as advice or recommendation for any specific investment product, strategy, plan, feature or other purpose in any jurisdiction, nor intended as an offer or solicitation of offer for purchase or sale of units of any funds, shares of securities or any financial instruments. This video or any of its contents do not constitute an endorsement, offer or solicitation of offer for purchase or sale of any financial instruments or services by OPIM.
All information including facts, opinions, projections and estimates based on the judgement of the author is provided âas isâ and may be subject to change without notice. OPIM has no obligation to ensure such updates are brought to your attention. The information in this video has been prepared from sources OPIM believes to be reliable and without consideration of the objectives, financial situations or needs of any particular viewer. OPIM does not warrant the completeness, accuracy or reliability of any material or information and does not assume responsibility for any error of facts or opinions or for damages arising out of any personâs reliance upon such material or information. You should make independent assessment of any legal, regulatory, tax, credit and accounting implications and consult with professional advisor(s) as you consider necessary regarding any information provided in this video. -
Episodi mancanti?
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Recorded on 7 Jun 2024 (Part 1 of 3)
(00:00) - Opener (00:06) - Intro (01:26) - The Road to Become a Quant Macro Fund Manager (05:19) - Capturing Alpha in Low Volatility FX (07:21) - Zan's Experience in PGIM to Build Quant FX Strategies (09:38) - Why Not Utilize This Risk-Taking Strategy for B2B? (11:48) - The Differences Between Past Experience and Current Strategy (13:33) - Cross-Country RVs Among G10 and EM in Currencies and Rates
đConvo with Zan Huang, Founder, Kaiyuan Macrohosted by Alvin Fan, CEO, of OP Investment Management (OPIM)From academia to the world of finance, Zan Huang shares his journey from data science professor to FX macro quant. After obtaining his PhD in Information Systems, Zan was eager to apply his machine-learning skills to real-world problems. He transitioned to AllianceBernstein, where he spent years developing innovative quant models for currency portfolios. In this session, Zan discusses his initial steep learning curve adapting to the industry, as well as the insights he gained working with colleagues. For those interested in quantitative finance careers, this episode provides a unique perspective on navigating the shift from academia to working with institutional investment strategies
OPIM - â â â â â â â â â â LinkedIn (OP Investment Management)â â â â â â â â â â // â â â â â â â â â â X (@opim_hk)â â â â â â â â â â // WeChat (hedgefund_club) // â â â â â â â â â â Website (www.opim.com.hk)â â â â â â â â â
FOR INFORMATIONAL PURPOSES ONLY
This video shall not be published, circulated, reproduced distributed, or commercially exploited in any manner otherwise, in whole or in part, without the prior written consent of OPIM. Any trademarks, logos, and related intellectual property rights in this video are either owned by OPIM or other third parties.
This video or any of its contents have not been reviewed by the SFC or any other regulatory body. All information is provided solely for informational purposes only and is neither to be taken as advice or recommendation for any specific investment product, strategy, plan, feature or other purpose in any jurisdiction nor intended as an offer or solicitation of an offer for purchase or sale of units of any funds, shares of securities or any financial instruments. This video or any of its contents do not constitute an endorsement, offer, or solicitation of an offer for the purchase or sale of any financial instruments or services by OPIM.
All information including facts, opinions, projections, and estimates based on the judgement of the author is provided âas isâ and may be subject to change without notice. OPIM has no obligation to ensure such updates are brought to your attention. The information in this video has been prepared from sources OPIM believes to be reliable and without consideration of the objectives, financial situations, or needs of any particular viewer. OPIM does not warrant the completeness, accuracy, or reliability of any material or information and does not assume responsibility for any error of facts or opinions or for damages arising out of any personâs reliance upon such material or information. You should make an independent assessment of any legal, regulatory, tax, credit, and accounting implications and consult with a professional advisor(s) as you consider necessary regarding any information provided in this video. Investment involves risks. Past performance, yields, and any predictions, projections, or forecasts on the economy, securities markets, or the economic trends of the markets are not reliable indicators of current or future results. Any figures, opinions or investment techniques and strategies referred to herein may be based on certain assumptions, evaluations, and current market conditions and are subject to change. -
Recorded on 14 Jun 2024 (Part 3 of 3)
đConvo with Steven Luk, CEO, FountainCaphosted by Alvin Fan, CEO, of OP Investment Management (OPIM)This 3-part interview features a discussion between OPIM CEO Alvin Fan and Steven Luk, CEO of Fountain Cap, a China-focused fund. They examine issues like navigating China's economic slowdown, the real estate market outlook, and opportunities in technology and other sectors.
Fan and Luk also analyze Hong Kong's role providing access to the China market. The conversation provides insights on current themes for investors seeking exposure to China and Asia.
OPIM - â â â â â â â â â â LinkedIn (OP Investment Management)â â â â â â â â â â // â â â â â â â â â â X (@opim_hk)â â â â â â â â â â // WeChat (hedgefund_club) // â â â â â â â â â â Website (www.opim.com.hk)â â â â â â â â âFOR INFORMATIONAL PURPOSES ONLY
This video shall not be published, circulated, reproduced distributed, or commercially exploited in any manner otherwise, in whole or in part, without the prior written consent of OPIM. Any trademarks, logos, and related intellectual property rights in this video are either owned by OPIM or other third parties.
This video or any of its contents have not been reviewed by the SFC or any other regulatory body. All information is provided solely for informational purposes only and is neither to be taken as advice or recommendation for any specific investment product, strategy, plan, feature or other purpose in any jurisdiction nor intended as an offer or solicitation of an offer for purchase or sale of units of any funds, shares of securities or any financial instruments. This video or any of its contents do not constitute an endorsement, offer, or solicitation of an offer for the purchase or sale of any financial instruments or services by OPIM.
All information including facts, opinions, projections, and estimates based on the judgement of the author is provided âas isâ and may be subject to change without notice. OPIM has no obligation to ensure such updates are brought to your attention. The information in this video has been prepared from sources OPIM believes to be reliable and without consideration of the objectives, financial situations, or needs of any particular viewer. OPIM does not warrant the completeness, accuracy, or reliability of any material or information and does not assume responsibility for any error of facts or opinions or for damages arising out of any personâs reliance upon such material or information. You should make an independent assessment of any legal, regulatory, tax, credit, and accounting implications and consult with a professional advisor(s) as you consider necessary regarding any information provided in this video. Investment involves risks. Past performance, yields, and any predictions, projections, or forecasts on the economy, securities markets, or the economic trends of the markets are not reliable indicators of current or future results. Any figures, opinions or investment techniques and strategies referred to herein may be based on certain assumptions, evaluations, and current market conditions and are subject to change. -
Recorded on 14 Jun 2024 (Part 2 of 3)
đConvo with Steven Luk, CEO, FountainCaphosted by Alvin Fan, CEO, of OP Investment Management (OPIM)Steven Luk, CEO of FountainCap, one of the longest standing Asia focused funds in Hong Kong, and Alvin Fan, CEO of investment firm OPIM, discuss China's economic growth strategy amid shifting geopolitical dynamics. As relationships between major powers change, they explore how China is navigating global political crosscurrents through initiatives like Belt and Road and key partnerships. The experts also debate views on India as an alternative to China for investors and how fund managers are balancing investment opportunities in China with geopolitical risks. For institutional investors seeking insights into strategic considerations around China from experienced industry leaders, this discussion provides valuable perspectives. #geopolitics #China #emergingmarkets #globalmacro
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FOR INFORMATIONAL PURPOSES ONLY
This video shall not be published, circulated, reproduced distributed, or commercially exploited in any manner otherwise, in whole or in part, without the prior written consent of OPIM. Any trademarks, logos, and related intellectual property rights in this video are either owned by OPIM or other third parties.
This video or any of its contents have not been reviewed by the SFC or any other regulatory body. All information is provided solely for informational purposes only and is neither to be taken as advice or recommendation for any specific investment product, strategy, plan, feature or other purpose in any jurisdiction nor intended as an offer or solicitation of an offer for purchase or sale of units of any funds, shares of securities or any financial instruments. This video or any of its contents do not constitute an endorsement, offer, or solicitation of an offer for the purchase or sale of any financial instruments or services by OPIM.
All information including facts, opinions, projections, and estimates based on the judgement of the author is provided âas isâ and may be subject to change without notice. OPIM has no obligation to ensure such updates are brought to your attention. The information in this video has been prepared from sources OPIM believes to be reliable and without consideration of the objectives, financial situations, or needs of any particular viewer. OPIM does not warrant the completeness, accuracy, or reliability of any material or information and does not assume responsibility for any error of facts or opinions or for damages arising out of any personâs reliance upon such material or information. You should make an independent assessment of any legal, regulatory, tax, credit, and accounting implications and consult with a professional advisor(s) as you consider necessary regarding any information provided in this video. Investment involves risks. Past performance, yields, and any predictions, projections, or forecasts on the economy, securities markets, or the economic trends of the markets are not reliable indicators of current or future results. Any figures, opinions or investment techniques and strategies referred to herein may be based on certain assumptions, evaluations, and current market conditions and are subject to change. -
Recorded on 14 Jun 2024 (Part 1 of 3)
đConvo with Steven Luk, CEO, FountainCaphosted by Alvin Fan, CEO, of OP Investment Management (OPIM)In this insightful discussion, FountainCap CEO Steven Luk and OPIM CEO Alvin Fan explore how China is overcoming sanctions and skepticism through rapid technological innovation. They discuss China's advancements in areas like robotics, 5G, space exploration, and semiconductor chiplet technology that are positioning the country for future dominance.Luk draws parallels to late 19th century Britain and Germany, explaining how sanctions could backfire by forcing China to quickly pivot into new strategic industries. Fan and Luk highlight China's current leadership in transforming critical infrastructure like power grids to support growing sectors such as AI and electric vehicles.
For forward-thinking institutional and professional investors, this conversation provides a thought-provoking analysis of China's rising global competitiveness despite geopolitical headwinds. #ChinaInvesting #ChinaTech #Geopolitics #Semiconductors #Robotics #5G #SpaceExploration #PowerGrids #AI #SustainabilityOPIM - â â â â â â â â â â LinkedIn (OP Investment Management)â â â â â â â â â â // â â â â â â â â â â X (@opim_hk)â â â â â â â â â â // WeChat (hedgefund_club) // â â â â â â â â â â Website (www.opim.com.hk)â â â â â â â â â
FOR INFORMATIONAL PURPOSES ONLY
This video shall not be published, circulated, reproduced distributed, or commercially exploited in any manner otherwise, in whole or in part, without the prior written consent of OPIM. Any trademarks, logos, and related intellectual property rights in this video are either owned by OPIM or other third parties.
This video or any of its contents have not been reviewed by the SFC or any other regulatory body. All information is provided solely for informational purposes only and is neither to be taken as advice or recommendation for any specific investment product, strategy, plan, feature or other purpose in any jurisdiction nor intended as an offer or solicitation of an offer for purchase or sale of units of any funds, shares of securities or any financial instruments. This video or any of its contents do not constitute an endorsement, offer, or solicitation of an offer for the purchase or sale of any financial instruments or services by OPIM.
All information including facts, opinions, projections, and estimates based on the judgement of the author is provided âas isâ and may be subject to change without notice. OPIM has no obligation to ensure such updates are brought to your attention. The information in this video has been prepared from sources OPIM believes to be reliable and without consideration of the objectives, financial situations, or needs of any particular viewer. OPIM does not warrant the completeness, accuracy, or reliability of any material or information and does not assume responsibility for any error of facts or opinions or for damages arising out of any personâs reliance upon such material or information. You should make an independent assessment of any legal, regulatory, tax, credit, and accounting implications and consult with a professional advisor(s) as you consider necessary regarding any information provided in this video. Investment involves risks. Past performance, yields, and any predictions, projections, or forecasts on the economy, securities markets, or the economic trends of the markets are not reliable indicators of current or future results. Any figures, opinions or investment techniques and strategies referred to herein may be based on certain assumptions, evaluations, and current market conditions and are subject to change. -
Recorded on 16 May 2024 (Part 3 of 3)
(0:00) Intro (0:30) Can Confidence and Consumption Fuel the Bull Run? (5:10) Policy Changes to Stimulate Private Growth (8:02) China's Recovery: Unique Dynamics in Asia (14:32) Optimism in China's Economic Policies & Companies (16:23) Disclaimers
đConvo with Xin Wu, Founder and Managing Partner, Banyan Partners hosted by Alvin Fan, CEO, OP Investment Management (OPIM)Consumption, competition, and China's growth drivers - what's really moving the needle? In this part 3 of the interview, Xin Wu assesses economic strengths and weaknesses versus regional rivals. Discover challenges and opportunities through his candid perspective from being on-the-ground in Shanghai. #chinaeconomy #consumption #investment #chinaashares
OPIM - â â â â â â â â â LinkedIn (OP Investment Management)â â â â â â â â â // â â â â â â â â â X (@opim_hk)â â â â â â â â â // WeChat (hedgefund_club) // â â â â â â â â â Website (www.opim.com.hk)â â â â â â â â â
FOR INFORMATIONAL PURPOSES ONLY
This video shall not be published, circulated, reproduced or distributed or commercially exploited in any manner otherwise, in whole or in part, without the prior written consent of OPIM. Any trademarks, logos and related intellectual property rights in this video are either owned by OPIM or other third parties.
This video or any of its contents have not been reviewed by the SFC or any other regulatory body. All information is provided solely for informational purposes only and is neither to be taken as advice or recommendation for any specific investment product, strategy, plan, feature or other purpose in any jurisdiction, nor intended as an offer or solicitation of offer for purchase or sale of units of any funds, shares of securities or any financial instruments. This video or any of its contents do not constitute an endorsement, offer or solicitation of offer for purchase or sale of any financial instruments or services by OPIM.
All information including facts, opinions, projections and estimates based on the judgement of the author is provided âas isâ and may be subject to change without notice. OPIM has no obligation to ensure such updates are brought to your attention. The information in this video has been prepared from sources OPIM believes to be reliable and without consideration of the objectives, financial situations or needs of any particular viewer. OPIM does not warrant the completeness, accuracy or reliability of any material or information and does not assume responsibility for any error of facts or opinions or for damages arising out of any personâs reliance upon such material or information. You should make independent assessment of any legal, regulatory, tax, credit and accounting implications and consult with professional advisor(s) as you consider necessary regarding any information provided in this video. -
Recorded on 16 May 2024 (Part 2 of 3)
(0:00) Intro (0:30) Leveraging Macro Tailwinds with Targeted Stocks (9:22) China's New Role in Portfolios (15:48) Disclaimers
đConvo with Xin Wu, Founder and Managing Partner, Banyan Partners hosted by Alvin Fan, CEO, OP Investment Management (OPIM)China's property sector slump has left many wondering about risks. Get an insider's view as Xin Wu breaks down real estate's effect on banks and one reopening play. Uncover macro themes like liquidity and policy shifts through Xins on-the-ground lens. #China #realestate #propertymarket #liquidity
OPIM - â â â â â â â â â LinkedIn (OP Investment Management)â â â â â â â â â // â â â â â â â â â X (@opim_hk)â â â â â â â â â // WeChat (hedgefund_club) // â â â â â â â â â Website (www.opim.com.hk)â â â â â â â â â
FOR INFORMATIONAL PURPOSES ONLY
This video shall not be published, circulated, reproduced or distributed or commercially exploited in any manner otherwise, in whole or in part, without the prior written consent of OPIM. Any trademarks, logos and related intellectual property rights in this video are either owned by OPIM or other third parties.
This video or any of its contents have not been reviewed by the SFC or any other regulatory body. All information is provided solely for informational purposes only and is neither to be taken as advice or recommendation for any specific investment product, strategy, plan, feature or other purpose in any jurisdiction, nor intended as an offer or solicitation of offer for purchase or sale of units of any funds, shares of securities or any financial instruments. This video or any of its contents do not constitute an endorsement, offer or solicitation of offer for purchase or sale of any financial instruments or services by OPIM.
All information including facts, opinions, projections and estimates based on the judgement of the author is provided âas isâ and may be subject to change without notice. OPIM has no obligation to ensure such updates are brought to your attention. The information in this video has been prepared from sources OPIM believes to be reliable and without consideration of the objectives, financial situations or needs of any particular viewer. OPIM does not warrant the completeness, accuracy or reliability of any material or information and does not assume responsibility for any error of facts or opinions or for damages arising out of any personâs reliance upon such material or information. You should make independent assessment of any legal, regulatory, tax, credit and accounting implications and consult with professional advisor(s) as you consider necessary regarding any information provided in this video. -
Recorded on 16 May 2024 (Part 1 of 3)
(0:00) Intro (1:31) Private Equity Approach to Public Equities (5:19) Undervalued Stock Picking (10:46) Incorporating Macro Policies into Analysis (18:20) Disclaimers
đConvo with Xin Wu, Founder and Managing Partner, Banyan Partners hosted by Alvin Fan, CEO, OP Investment Management (OPIM)As China's economy evolves, bottom-up stock picking remains key. Tune in as Xin Wu, Founder and Managing Partner of Banyan Partners discusses his quantamental approach and shares a deep dive on an undervalued medical devices play. Learn how Xin finds hidden gems through rigorous private equity-style analysis in Asia's public markets. #chinastocks #chinaequities #qfii #quandamental #valueinvesting #alphauncovered #opim
OPIM - â â â â â â â â LinkedIn (OP Investment Management)â â â â â â â â // â â â â â â â â X (@opim_hk)â â â â â â â â // WeChat (hedgefund_club) // â â â â â â â â Website (www.opim.com.hk)â â â â â â â â
FOR INFORMATIONAL PURPOSES ONLY
This video shall not be published, circulated, reproduced or distributed or commercially exploited in any manner otherwise, in whole or in part, without the prior written consent of OPIM. Any trademarks, logos and related intellectual property rights in this video are either owned by OPIM or other third parties.
This video or any of its contents have not been reviewed by the SFC or any other regulatory body. All information is provided solely for informational purposes only and is neither to be taken as advice or recommendation for any specific investment product, strategy, plan, feature or other purpose in any jurisdiction, nor intended as an offer or solicitation of offer for purchase or sale of units of any funds, shares of securities or any financial instruments. This video or any of its contents do not constitute an endorsement, offer or solicitation of offer for purchase or sale of any financial instruments or services by OPIM.
All information including facts, opinions, projections and estimates based on the judgement of the author is provided âas isâ and may be subject to change without notice. OPIM has no obligation to ensure such updates are brought to your attention. The information in this video has been prepared from sources OPIM believes to be reliable and without consideration of the objectives, financial situations or needs of any particular viewer. OPIM does not warrant the completeness, accuracy or reliability of any material or information and does not assume responsibility for any error of facts or opinions or for damages arising out of any personâs reliance upon such material or information. You should make independent assessment of any legal, regulatory, tax, credit and accounting implications and consult with professional advisor(s) as you consider necessary regarding any information provided in this video. -
Recorded on 14 Mar 2024 (Part 2 of 2)
(0:00) Intro (0:07) Secular and Thematic Opportunities (6:12) Challenges for Foreign Investors & Organizational Updates (8:49) Disclaimers
đConvo with Jason Park, Portfolio Manager, Counterwave hosted by Alvin Fan, CEO, OP Investment Management (OPIM)In this interview with Counterwave Fund PM Jason Park, he discusses secular growth opportunities emerging in Korea. He identifies trends benefiting Korean companies from increasing geopolitical tensions driving decoupling from China in areas like green energy infrastructure and semiconductors. Park also highlights Korea's leadership in robotics and defense. He explains how focusing on catalyst-driven investments in secular growth themes has helped identify cheap companies poised for a narrative change. The interview touches on plans to grow the team as assets increase. This provides insights into Counterwave's investment approach and views on compelling long-term opportunities developing in Korea across industries like EVs, semiconductors, robotics, and defense.
OPIM - â â â â â â â â LinkedIn (OP Investment Management)â â â â â â â â // â â â â â â â â X (@opim_hk)â â â â â â â â // WeChat (hedgefund_club) // â â â â â â â â Website (www.opim.com.hk)â â â â â â â â
FOR INFORMATIONAL PURPOSES ONLY
This video shall not be published, circulated, reproduced or distributed or commercially exploited in any manner otherwise, in whole or in part, without the prior written consent of OPIM. Any trademarks, logos and related intellectual property rights in this video are either owned by OPIM or other third parties.
This video or any of its contents have not been reviewed by the SFC or any other regulatory body. All information is provided solely for informational purposes only and is neither to be taken as advice or recommendation for any specific investment product, strategy, plan, feature or other purpose in any jurisdiction, nor intended as an offer or solicitation of offer for purchase or sale of units of any funds, shares of securities or any financial instruments. This video or any of its contents do not constitute an endorsement, offer or solicitation of offer for purchase or sale of any financial instruments or services by OPIM.
All information including facts, opinions, projections and estimates based on the judgement of the author is provided âas isâ and may be subject to change without notice. OPIM has no obligation to ensure such updates are brought to your attention. The information in this video has been prepared from sources OPIM believes to be reliable and without consideration of the objectives, financial situations or needs of any particular viewer. OPIM does not warrant the completeness, accuracy or reliability of any material or information and does not assume responsibility for any error of facts or opinions or for damages arising out of any personâs reliance upon such material or information. You should make independent assessment of any legal, regulatory, tax, credit and accounting implications and consult with professional advisor(s) as you consider necessary regarding any information provided in this video. -
Recorded on 14 Mar 2024 (Part 1 of 2)
(0:00) Intro (0:34) Counterwave's Performance in 2023 (3:27) Are the Catalysts Planned or Unplanned? (5:53) How do Long-term Plans Improvise during Price Actions? (9:30) Korea's Corporate Value Up Program and Corporate Reform (18:40) Risk Control in Shifting Sand-Like Market Environment (20:21) Disclaimers
đConvo with Jason Park, Portfolio Manager, Counterwave hosted by Alvin Fan, CEO, OP Investment Management (OPIM)Counterwave Fund manager Jason Park discusses how he navigated the changing Korean market landscape in 2023 to deliver strong returns. With #demographiccrisis and #CorporateGovernance policy shifts transforming the country, hear how Jason identifies ""value plus catalyst"" opportunities arising from change.
Jason analyzes the cultural and economic factors driving Korea's #CorporateGovernance reform push. He also shares lessons on portfolio construction, catalyst timing and profit-taking discipline amid accelerating market moves.
For global investors looking beyond traditional developed markets, this discussion offers insights on unlocking alpha in periods of transition. Learn how Jason uncovers hidden values that others miss through a long-term, fundamentals-driven #ValueInvesting approach."OPIM - â â â â â â â LinkedIn (OP Investment Management)â â â â â â â // â â â â â â â X (@opim_hk)â â â â â â â // WeChat (hedgefund_club) // â â â â â â â Website (www.opim.com.hk)â â â â â â â
FOR INFORMATIONAL PURPOSES ONLY
This video shall not be published, circulated, reproduced or distributed or commercially exploited in any manner otherwise, in whole or in part, without the prior written consent of OPIM. Any trademarks, logos and related intellectual property rights in this video are either owned by OPIM or other third parties.
This video or any of its contents have not been reviewed by the SFC or any other regulatory body. All information is provided solely for informational purposes only and is neither to be taken as advice or recommendation for any specific investment product, strategy, plan, feature or other purpose in any jurisdiction, nor intended as an offer or solicitation of offer for purchase or sale of units of any funds, shares of securities or any financial instruments. This video or any of its contents do not constitute an endorsement, offer or solicitation of offer for purchase or sale of any financial instruments or services by OPIM.
All information including facts, opinions, projections and estimates based on the judgement of the author is provided âas isâ and may be subject to change without notice. OPIM has no obligation to ensure such updates are brought to your attention. The information in this video has been prepared from sources OPIM believes to be reliable and without consideration of the objectives, financial situations or needs of any particular viewer. OPIM does not warrant the completeness, accuracy or reliability of any material or information and does not assume responsibility for any error of facts or opinions or for damages arising out of any personâs reliance upon such material or information. You should make independent assessment of any legal, regulatory, tax, credit and accounting implications and consult with professional advisor(s) as you consider necessary regarding any information provided in this video. -
Recorded on 13 Mar 2024
(0:00) Intro (0:39) Turning it Around - The 2022 Comeback Story (3:32) Doubling Down on Disruption - Bets on AI and semis pay off (5:07) Korea's AI story (6:49) Leveraging Japan opportunities amid US-China tensions (9:54) Adjusting Asia Exposure (12:14) New product launches, partnering with Korean brokers (13:47) Disclaimers
đConvo with Ryan Lee, Portfolio Manager, Alteca Fund hosted by Alvin Fan, CEO, OP Investment Management (OPIM)As geopolitical tensions rise, Ryan of Alteca Fund shares how shifting bets from China to the US, Korea, and Japan has fueled returns. He details profitable positions in AI and semiconductors in 2022. With a more value-focused approach, Ryan also explains reducing China exposure. As the US favors partners like Japan, Ryan sees arbitrage opportunities. Looking ahead, Ryan plans to leverage success by launching new Korean products and ramping up research on Japan to capture growth. This discussion offers insight into the fund's adaptive strategies delivering disruptive returns amid Asia's evolving landscape.
OPIM - â â â â â â LinkedIn (OP Investment Management)â â â â â â // â â â â â â X (@opim_hk)â â â â â â // WeChat (hedgefund_club) // â â â â â â Website (www.opim.com.hk)â â â â â â
FOR INFORMATIONAL PURPOSES ONLY
This video shall not be published, circulated, reproduced or distributed or commercially exploited in any manner otherwise, in whole or in part, without the prior written consent of OPIM. Any trademarks, logos and related intellectual property rights in this video are either owned by OPIM or other third parties.
This video or any of its contents have not been reviewed by the SFC or any other regulatory body. All information is provided solely for informational purposes only and is neither to be taken as advice or recommendation for any specific investment product, strategy, plan, feature or other purpose in any jurisdiction, nor intended as an offer or solicitation of offer for purchase or sale of units of any funds, shares of securities or any financial instruments. This video or any of its contents do not constitute an endorsement, offer or solicitation of offer for purchase or sale of any financial instruments or services by OPIM.
All information including facts, opinions, projections and estimates based on the judgement of the author is provided âas isâ and may be subject to change without notice. OPIM has no obligation to ensure such updates are brought to your attention. The information in this video has been prepared from sources OPIM believes to be reliable and without consideration of the objectives, financial situations or needs of any particular viewer. OPIM does not warrant the completeness, accuracy or reliability of any material or information and does not assume responsibility for any error of facts or opinions or for damages arising out of any personâs reliance upon such material or information. You should make independent assessment of any legal, regulatory, tax, credit and accounting implications and consult with professional advisor(s) as you consider necessary regarding any information provided in this video. -
Recorded on 27 Mar 2024 (Part 3 of 3)
(0:00) Intro (0:07) Uncovering Emerging Themes Outside Key Markets (4:12) The Future of AI: Optimism and Open Questions (9:42) Disclaimers
đConvo with David Chen, CIO, Quarktek Global hosted by Alvin Fan, CEO, OP Investment Management (OPIM)In the concluding part of the interview, Alvin speaks to David about potential investment themes that may emerge as the AI landscape evolves. David also outlines his ambitions to scale his elite team of analysts and researchers, leveraging their expertise to continue delivering strong returns through identifying disruptive trends early.
OPIM - â â â â â LinkedIn (OP Investment Management)â â â â â // â â â â â X (@opim_hk)â â â â â // WeChat (hedgefund_club) // â â â â â Website (www.opim.com.hk)â â â â â
FOR INFORMATIONAL PURPOSES ONLY
This video shall not be published, circulated, reproduced or distributed or commercially exploited in any manner otherwise, in whole or in part, without the prior written consent of OPIM. Any trademarks, logos and related intellectual property rights in this video are either owned by OPIM or other third parties.
This video or any of its contents have not been reviewed by the SFC or any other regulatory body. All information is provided solely for informational purposes only and is neither to be taken as advice or recommendation for any specific investment product, strategy, plan, feature or other purpose in any jurisdiction, nor intended as an offer or solicitation of offer for purchase or sale of units of any funds, shares of securities or any financial instruments. This video or any of its contents do not constitute an endorsement, offer or solicitation of offer for purchase or sale of any financial instruments or services by OPIM.
All information including facts, opinions, projections and estimates based on the judgement of the author is provided âas isâ and may be subject to change without notice. OPIM has no obligation to ensure such updates are brought to your attention. The information in this video has been prepared from sources OPIM believes to be reliable and without consideration of the objectives, financial situations or needs of any particular viewer. OPIM does not warrant the completeness, accuracy or reliability of any material or information and does not assume responsibility for any error of facts or opinions or for damages arising out of any personâs reliance upon such material or information. You should make independent assessment of any legal, regulatory, tax, credit and accounting implications and consult with professional advisor(s) as you consider necessary regarding any information provided in this video. -
Recorded on 27 Mar 2024 (Part 2 of 3)
(0:00) Intro (0:07) Reading Between the Lines of Macro Trends (1:37) Adapting to Evolving Economic Conditions (2:12) Navigating Changing Monetary Conditions and China's Economic Transition (5:32) Doubling Down on Asia's Tech Powerhouses (9:35) Disclaimers
đConvo with David Chen, CIO, Quarktek Global hosted by Alvin Fan, CEO, OP Investment Management (OPIM)Alvin continues the discussion as David shares his framework for constructing a concentrated portfolio to generate alpha while managing downside risk amid changing geopolitical and economic conditions impacting tech markets globally. He also analyzes regional trends and their implications.
OPIM - â â â â LinkedIn (OP Investment Management)â â â â // â â â â X (@opim_hk)â â â â // WeChat (hedgefund_club) // â â â â Website (www.opim.com.hk)â â â â
FOR INFORMATIONAL PURPOSES ONLY
This video shall not be published, circulated, reproduced or distributed or commercially exploited in any manner otherwise, in whole or in part, without the prior written consent of OPIM. Any trademarks, logos and related intellectual property rights in this video are either owned by OPIM or other third parties.
This video or any of its contents have not been reviewed by the SFC or any other regulatory body. All information is provided solely for informational purposes only and is neither to be taken as advice or recommendation for any specific investment product, strategy, plan, feature or other purpose in any jurisdiction, nor intended as an offer or solicitation of offer for purchase or sale of units of any funds, shares of securities or any financial instruments. This video or any of its contents do not constitute an endorsement, offer or solicitation of offer for purchase or sale of any financial instruments or services by OPIM.
All information including facts, opinions, projections and estimates based on the judgement of the author is provided âas isâ and may be subject to change without notice. OPIM has no obligation to ensure such updates are brought to your attention. The information in this video has been prepared from sources OPIM believes to be reliable and without consideration of the objectives, financial situations or needs of any particular viewer. OPIM does not warrant the completeness, accuracy or reliability of any material or information and does not assume responsibility for any error of facts or opinions or for damages arising out of any personâs reliance upon such material or information. You should make independent assessment of any legal, regulatory, tax, credit and accounting implications and consult with professional advisor(s) as you consider necessary regarding any information provided in this video. -
Recorded on 27 Mar 2024 (Part 1 of 3)
(0:00) About Quarktek and PM David Chen (0:47) Insights into Quarktek's Winning AI Strategy (4:06) Tracing AI's Pervasive Impact Across Industries (6:41) Targeting Opportunities in Semiconductors' Vast Supply Network (9:52) Constructing a Focused Portfolio with Risk in Mind (14:02) Disclaimers
đConvo with David Chen, CIO, Quarktek Global hosted by Alvin Fan, CEO, OP Investment Management (OPIM)Alvin Fan interviews Quarktek's CIO David Frum to discuss his firm's differentiated approach to capturing growth opportunities in the AI sector. David provides insights into how his team identifies promising companies throughout the complex semiconductor supply chain that are enabling advancements in AI technology.
OPIM - â â â LinkedIn (OP Investment Management)â â â // â â â X (@opim_hk)â â â // WeChat (hedgefund_club) // â â â Website (www.opim.com.hk)â â â
FOR INFORMATIONAL PURPOSES ONLY
This video shall not be published, circulated, reproduced or distributed or commercially exploited in any manner otherwise, in whole or in part, without the prior written consent of OPIM. Any trademarks, logos and related intellectual property rights in this video are either owned by OPIM or other third parties.
This video or any of its contents have not been reviewed by the SFC or any other regulatory body. All information is provided solely for informational purposes only and is neither to be taken as advice or recommendation for any specific investment product, strategy, plan, feature or other purpose in any jurisdiction, nor intended as an offer or solicitation of offer for purchase or sale of units of any funds, shares of securities or any financial instruments. This video or any of its contents do not constitute an endorsement, offer or solicitation of offer for purchase or sale of any financial instruments or services by OPIM.
All information including facts, opinions, projections and estimates based on the judgement of the author is provided âas isâ and may be subject to change without notice. OPIM has no obligation to ensure such updates are brought to your attention. The information in this video has been prepared from sources OPIM believes to be reliable and without consideration of the objectives, financial situations or needs of any particular viewer. OPIM does not warrant the completeness, accuracy or reliability of any material or information and does not assume responsibility for any error of facts or opinions or for damages arising out of any personâs reliance upon such material or information. You should make independent assessment of any legal, regulatory, tax, credit and accounting implications and consult with professional advisor(s) as you consider necessary regarding any information provided in this video. -
Recorded on 28 Nov 2023
(1:30) Where is China in its economic cycle and has it hit bottom yet? (5:31) Any signs the market is pricing in the remaining impacts and opportunities emerging? (9:20) Private equity investing in China, including secondary markets and corporate VC funds. (12:19) Corporate VS structures and investment opportunities in China (14:46) Disclaimers
đConvo with William Ma, Global CIO, GROW Investment Group, hosted by Alvin Fan, CEO, OP Investment Management (OPIM)William Ma, CIO of Grow Investment Group, shares his insights on navigating China's economic cycle and where he sees opportunities emerging. From distressed real estate plays to growth sectors primed for recovery, learn about alternative strategies getting attractive returns by bottom fishing during the market downturn. Ma also discusses opportunities in private secondary markets and corporate venture funds, giving international investors new ways to access China's rebound.
OPIM - â â LinkedIn (OP Investment Management)â â // â â X (@opim_hk)â â // WeChat (hedgefund_club) // â â Website (www.opim.com.hk)â â
FOR INFORMATIONAL PURPOSES ONLY
This video shall not be published, circulated, reproduced or distributed or commercially exploited in any manner otherwise, in whole or in part, without the prior written consent of OPIM. Any trademarks, logos and related intellectual property rights in this video are either owned by OPIM or other third parties.
This video or any of its contents have not been reviewed by the SFC or any other regulatory body. All information is provided solely for informational purposes only and is neither to be taken as advice or recommendation for any specific investment product, strategy, plan, feature or other purpose in any jurisdiction, nor intended as an offer or solicitation of offer for purchase or sale of units of any funds, shares of securities or any financial instruments. This video or any of its contents do not constitute an endorsement, offer or solicitation of offer for purchase or sale of any financial instruments or services by OPIM.
All information including facts, opinions, projections and estimates based on the judgement of the author is provided âas isâ and may be subject to change without notice. OPIM has no obligation to ensure such updates are brought to your attention. The information in this video has been prepared from sources OPIM believes to be reliable and without consideration of the objectives, financial situations or needs of any particular viewer. OPIM does not warrant the completeness, accuracy or reliability of any material or information and does not assume responsibility for any error of facts or opinions or for damages arising out of any personâs reliance upon such material or information. You should make independent assessment of any legal, regulatory, tax, credit and accounting implications and consult with professional advisor(s) as you consider necessary regarding any information provided in this video. -
Recorded on 20 Dec 2023
(0:07) Navigating the options - Total return swaps, QFII, WOFEs & more (4:25) QFII is the way to go - Why it's best for global investors (8:49) Due diligence challenges in vetting Chinese managers (14:57) Sourcing top Chinese managers with proven track records (17:43) Disclaimers
đConvo with Matthew Bradbard, Managing Director, RCM China â @TheDerivativebyRCMAlternativesâ , hosted by Alvin Fan, CEO, OP Investment Management (OPIM)Part 2 of the conversation covers ways for offshore investors to access Chinese markets, from total return swaps to QFII schemes. RCM argues QFII provides the cleanest access, allowing global macros to diversify. They also discuss challenges vetting Chinese funds, like strategies run under multiple names. The speaker emphasizes constructing diversified China portfolios through rigorous due diligence of top-performing onshore talent to generate non-correlated returns.
OPIM - â â â LinkedIn (OP Investment Management)â â â // â â â X (@opim_hk)â â â // WeChat (hedgefund_club) // â â â Website (www.opim.com.hk)â
FOR INFORMATIONAL PURPOSES ONLY
This video shall not be published, circulated, reproduced or distributed or commercially exploited in any manner otherwise, in whole or in part, without the prior written consent of OPIM. Any trademarks, logos and related intellectual property rights in this video are either owned by OPIM or other third parties. This video or any of its contents have not been reviewed by the SFC or any other regulatory body. All information is provided solely for informational purposes only and is neither to be taken as advice or recommendation for any specific investment product, strategy, plan, feature or other purpose in any jurisdiction, nor intended as an offer or solicitation of offer for purchase or sale of units of any funds, shares of securities or any financial instruments.
This video or any of its contents do not constitute an endorsement, offer or solicitation of offer for purchase or sale of any financial instruments or services by OPIM.
All information including facts, opinions, projections and estimates based on the judgement of the author is provided âas isâ and may be subject to change without notice. OPIM has no obligation to ensure such updates are brought to your attention. The information in this video has been prepared from sources OPIM believes to be reliable and without consideration of the objectives, financial situations or needs of any particular viewer. OPIM does not warrant the completeness, accuracy or reliability of any material or information and does not assume responsibility for any error of facts or opinions or for damages arising out of any personâs reliance upon such material or information. You should make independent assessment of any legal, regulatory, tax, credit and accounting implications and consult with professional advisor(s) as you consider necessary regarding any information provided in this video. -
Recorded on 20 Dec 2023
0:07 - Selection criteria: emerging vs established managers 2:36 - Example managers and capacity considerations 7:43 - Asian allocators on China opportunities 11:25 - Enhancing transparency for offshore investors with a data room 15:05 - Trading dynamics in Chinese commodities markets 17:57 - Disclaimers
đConvo with Matthew Bradbard, Managing Director, RCM China â @TheDerivativebyRCMAlternativesâ , hosted by Alvin Fan, CEO, OP Investment Management (OPIM)This video features Alvin and Matt discussing opportunities in China's asset management industry. They explore approaches for selecting emerging and established managers, highlighting examples like a $26B fixed income fund and $10B quant trader. Capacity constraints and Asian allocator interest in Chinese alpha are also examined. Insights focus on translating Chinese risk practices for global institutional investors.
OPIM - â â â LinkedIn (OP Investment Management)â â â // â â â X (@opim_hk)â â â // WeChat (hedgefund_club) // â â â Website (www.opim.com.hk)â
FOR INFORMATIONAL PURPOSES ONLY
This video shall not be published, circulated, reproduced or distributed or commercially exploited in any manner otherwise, in whole or in part, without the prior written consent of OPIM. Any trademarks, logos and related intellectual property rights in this video are either owned by OPIM or other third parties. This video or any of its contents have not been reviewed by the SFC or any other regulatory body. All information is provided solely for informational purposes only and is neither to be taken as advice or recommendation for any specific investment product, strategy, plan, feature or other purpose in any jurisdiction, nor intended as an offer or solicitation of offer for purchase or sale of units of any funds, shares of securities or any financial instruments.
This video or any of its contents do not constitute an endorsement, offer or solicitation of offer for purchase or sale of any financial instruments or services by OPIM.
All information including facts, opinions, projections and estimates based on the judgement of the author is provided âas isâ and may be subject to change without notice. OPIM has no obligation to ensure such updates are brought to your attention. The information in this video has been prepared from sources OPIM believes to be reliable and without consideration of the objectives, financial situations or needs of any particular viewer. OPIM does not warrant the completeness, accuracy or reliability of any material or information and does not assume responsibility for any error of facts or opinions or for damages arising out of any personâs reliance upon such material or information. You should make independent assessment of any legal, regulatory, tax, credit and accounting implications and consult with professional advisor(s) as you consider necessary regarding any information provided in this video. -
Recorded on 20 Dec 2023
(0:48) Why China, why now? (2:32) SMA vs funds (6:52) Untapped Chinese commodities (8:58) Achieving Sharpe ratios twice as high in China (12:06) Onshore partners for access and insights (16:54) Disclaimers
đConvo with Matthew Bradbard, Managing Director, RCM China @TheDerivativebyRCMAlternatives, hosted by Alvin Fan, CEO, OP Investment Management (OPIM)RCM China's Matt opens up about their experience venturing into China's markets. They discuss backtesting systematic strategies on Chinese commodities, with some strategies achieving over double the Sharpe ratios of other regions. RCM also reflects on how collaborating locally with consultants and exchanges helped them gain valuable access and perspective. For any firm seeking to discover untapped alpha overseas, RCM's story of overcoming challenges to break into China's closed markets offers insightful lessons learned.
OPIM - â â LinkedIn (OP Investment Management)â â // â â X (@opim_hk)â â // WeChat (hedgefund_club) // â â Website (www.opim.com.hk)â
FOR INFORMATIONAL PURPOSES ONLY
This video shall not be published, circulated, reproduced or distributed or commercially exploited in any manner otherwise, in whole or in part, without the prior written consent of OPIM. Any trademarks, logos and related intellectual property rights in this video are either owned by OPIM or other third parties. This video or any of its contents have not been reviewed by the SFC or any other regulatory body. All information is provided solely for informational purposes only and is neither to be taken as advice or recommendation for any specific investment product, strategy, plan, feature or other purpose in any jurisdiction, nor intended as an offer or solicitation of offer for purchase or sale of units of any funds, shares of securities or any financial instruments.
This video or any of its contents do not constitute an endorsement, offer or solicitation of offer for purchase or sale of any financial instruments or services by OPIM.
All information including facts, opinions, projections and estimates based on the judgement of the author is provided âas isâ and may be subject to change without notice. OPIM has no obligation to ensure such updates are brought to your attention. The information in this video has been prepared from sources OPIM believes to be reliable and without consideration of the objectives, financial situations or needs of any particular viewer. OPIM does not warrant the completeness, accuracy or reliability of any material or information and does not assume responsibility for any error of facts or opinions or for damages arising out of any personâs reliance upon such material or information. You should make independent assessment of any legal, regulatory, tax, credit and accounting implications and consult with professional advisor(s) as you consider necessary regarding any information provided in this video. -
Recorded on 28 Nov 2023
(0:07) Investment opportunities for global investors in China (4:28) Capacity constraints for quant strategies and how managers are shifting between capacity constraints VS scalable products. (8:53) Opportunities for GROW and alpha generation in the domestic market. (10:54) Where GROW is marketing the multi-manager platform - US, Europe, Middle East? (15:57) Disclaimers
đConvo with William Ma, Global CIO, GROW Investment Group, hosted by Alvin Fan, CEO, OP Investment Management (OPIM)William Ma, Global CIO of GROW, outlines 3 approaches for alpha in China- investing in China asset managers through equity stakes for call option-like returns, distressed real estate plays for margin of safety, and nimble sector/ETF funds charging only management fees. The speakers also provide insights on capacity constraints, transparency preferences of different investor types, and their views on current sentiment and flows into China. This video offers valuable perspective for allocators weighing exposure to China's growing but volatile markets.
OPIM - â â LinkedIn (OP Investment Management)â â // â â X (@opim_hk)â â // WeChat (hedgefund_club) // â â Website (www.opim.com.hk)â
FOR INFORMATIONAL PURPOSES ONLY
This video shall not be published, circulated, reproduced or distributed or commercially exploited in any manner otherwise, in whole or in part, without the prior written consent of OPIM. Any trademarks, logos and related intellectual property rights in this video are either owned by OPIM or other third parties. This video or any of its contents have not been reviewed by the SFC or any other regulatory body. All information is provided solely for informational purposes only and is neither to be taken as advice or recommendation for any specific investment product, strategy, plan, feature or other purpose in any jurisdiction, nor intended as an offer or solicitation of offer for purchase or sale of units of any funds, shares of securities or any financial instruments.
This video or any of its contents do not constitute an endorsement, offer or solicitation of offer for purchase or sale of any financial instruments or services by OPIM.
All information including facts, opinions, projections and estimates based on the judgement of the author is provided âas isâ and may be subject to change without notice. OPIM has no obligation to ensure such updates are brought to your attention. The information in this video has been prepared from sources OPIM believes to be reliable and without consideration of the objectives, financial situations or needs of any particular viewer. OPIM does not warrant the completeness, accuracy or reliability of any material or information and does not assume responsibility for any error of facts or opinions or for damages arising out of any personâs reliance upon such material or information. You should make independent assessment of any legal, regulatory, tax, credit and accounting implications and consult with professional advisor(s) as you consider necessary regarding any information provided in this video.
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