Michael Zheng Wu

FCM Investments employs a typical bottom-up fundamental approach to individual security selection, with a modest overlay of a top-down technical approach to the overall market. In the growth segment, the firm focuses on growth, profitability and free cash flow. They seek to invest in great companies when they are trading at great prices. FCM tries buy great companies at prices that are well below what they believe is true value. The firm analyzes the overall market, using various technical approaches, together with macroeconomic forecasts, to try to determine when the potential downside market risk might warrant adding a hedge to the portfolio. They utilize various inverse ETFs to reduce the overall market risk in a portfolio.

Functions as a College/University

Functions as a College/University

Trailhead follows a typical bottom-up fundamental approach to individual security selection. In the growth segment, their motto for company selection is “growth, profitability, and free cash flow”. The firm tries to buy great companies at prices that are below what they believe is true long-term value. Trailhead’s Fund focuses on equity investments in the various economies of Asia Pacific. Countries considered for investment are Japan, South Korea, Taiwan, Hong Kong, Singapore, Thailand, Philippines, Malaysia, Indonesia, India, China, New Zealand and Australia. Separate Accounts either focuses on equity investments in US companies or in a selected section of Asia Pacific, as mandated by the client.