David Courtney

PP is a macro-oriented, multi-strategy manager which allocates risk across all major asset classes and constructs a very defensive portfolio, focusing on risk management.

Lansdowne utilizes a variety of methods and strategies to make investment decisions and recommendations. Their investment philosophy generally aims to deliver good annual returns through a rigorous process of fundamental research. The firm has three broad strategies namely: Developed Markets Equity, European Equity, and Greater China Equity. For each strategy, Lansdowne identifies investment opportunities through extensive meetings with company managements and their own independent research and analysis. The investment approach is expected to result in relatively concentrated portfolios of positions, but with a focus on maximizing returns relative to risk.

JCAM is an active manager which employs a multi-strategy approach.

BAM-Hong Kong is an active, opportunity-driven manager which utilizes an investment process based on fundamental research by sector as well as dynamic capital allocation. They organize their teams so that they can concentrate on any given idea. The firm prefers to focus on misunderstood situations and companies/sectors undergoing turbulent change from different perspectives and they conduct research seeking to identify unique ideas with attractive risk return. They use a number of investment strategies and also act as a platform for investment professionals from different sectors to share their experience. BAM-Hong Kong portfolio managers and the sector analysts assist Dmitry Balyasny to identify potential investment sectors. The entire team then seeks to understand and analyze the options. They then develop the best strategy regarding investment in specific assets. Capital allocation is done by the investment committee, which provides the portfolio managers with money to invest in the best available options.

Millennium HK is an active, value-oriented manager which seeks to achieve above-average risk-adjusted returns. The firm pursues a diverse array of investment strategies across industry sectors, asset classes, and geographies.

Ovata Capital aims to generate absolute return uncorrelated with general equity market performance. Their four core equity strategies — Arbitrage, Relative Value, Event, and Long / Short — aim to be complementary and are underpinned by a consistent, low-net risk framework. The firm’s investment process seeks to isolate and capture alpha while minimizing exposure to systematic risks, such as market, country, sector, and style factors. Risk capital is dynamically allocated between the four core strategies based on opportunities throughout the market cycle.