Monthly Archives: July 2018

OPIM to launch Long-Term Leader Fund I with L Squared Management

OP Investment Management (“OPIM”), Asia’s leading hedge fund platform is partnering with L Squared Management, to launch Long-Term Leader Fund I SP. The Fund is Cayman-domiciled for professional investors only.

 

Mr. Liyang Lu, the fund manager and founder of L Squared Management, will deploy a long-short strategy focusing on companies with China exposure. His investment approach will target companies with a sustainable and increasing economic moat.

 

“We believe in ‘Global vision, China perspective’. As China becomes more integrated into the world economy, the ability to analyze companies from both global and local angles gives us an edge in identifying long-term winners” Mr. Lu explained.

 

Mr. Lu was previously assistant vice president at Sanford C. Bernstein’s Hong Kong Office where he was responsible for research Asian insurance and Chinese consumer finance companies. Before, he worked for several hedge funds in the United States and Hong Kong as a research analyst and involved with numerous Chinese and international IPO’s in the investment banking department of Morgan Stanley Huaxin Securities. He began his career as a consultant with Capgemini consulting in Beijing. Mr. Lu holds a Bachelor of Arts in Finance and Banking from Peking University, and an MBA from Columbia Business School.

 

“Having successfully shifted its economy from a manufacturing, export driven market into an incubator for emerging innovators, we are now seeing a new generation of companies built on sustainable quality and strategic advantage. We are thrilled to be working with Liyang to launch his strategy which reflects this fascinating change in landscape.” Alvin Fan, Chief Executive Officer of OP Investment Management added.

 

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Oasis Management to acquire Petrel Capital after successful three-year run on OPIM Platform

  • Acquisition brings additional Greater China investment expertise to Oasis
  • Petrel Capital Greater China Fund will be renamed Oasis Petrel Greater China Fund

 

Oasis Management Company Ltd. (“Oasis”) today announced its agreement to acquire Petrel Capital Management Ltd.(“Petrel Capital”), a Greater China-focused investment firm founded in 2015 by Rawen Huang.

 

Mr. Huang, Founder and Chief Investment Officer at Petrel Capital, will join Oasis as Head of Greater China Strategies, a newly-created role, and will report directly to Seth Fischer, Chief Investment Officer at Oasis.

 

The Petrel Greater China Fund will be renamed the Oasis Petrel Greater China Fund(the“Oasis Petrel Fund”). Mr. Huang will continue to serve as the Portfolio Manager for the Oasis Petrel Fund.

 

“Rawen and I worked closely together from 2012 to 2014 during his time at Oasis, and weare very impressed by what he has built in Petrel Capital. We are excited to welcome him back,’’ said Mr. Fischer. “We look forward to working with Rawen and his team to further expand our Greater China portfolio.”

 

“I’m very excited for the opportunity to re-join Oasis,’’ said Mr. Huang. “Seth has been the biggest supporter of me and Petrel Capital since our inception, and I look forward to leading Oasis’s Greater China team and contributing to Oasis’s continued success. I would also like to express our gratitude to Alvin Fan and OP Investment Management for their invaluable partnership during the last three years.”

 

“Having worked with Rawen over the last three years, I can attest to Petrel’s track record – the cumulative result of gritty determination, smart investing, and mature business management,” said Mr. Fan, Chief Executive Officer at OP Investment Management. “We have always been committed to helping funds grow, and that is what Rawen and Petrel have done.”

 

For media and all other inquiries, please contact thall@hk.oasiscm.com

 

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OPIM to Launch JNR Asia Strategic Opportunities Fund SP with JNR Capital

OP Investment Management (“OPIM”) is partnering with JNR Capital to launch JNR Asia Strategic Opportunities Fund SP, a segregated portfolio of the JNR SPC. The Fund is Cayman-domiciled for professional investors only.

 

Managed by Mr. Chi-Chiang Lo, Fund will deploy a long-short strategy across global markets primarily investing in Greater China. A fundamental, value-based approach will identify opportunities across a wide range of asset classes such as equities, fixed income, currencies, and derivative products.

 

“Taking a multi-asset approach to the China story provides diversification laterally without sacrificing regional exposure and provides a flexibility to profit from different market cycles.” Mr. Lo explained.

 

Mr. Lo is the founder of JNR Capital and is the portfolio manager of the Fund. Previously, he was the director at Ruien Investment Management Advisors, specializing in the TMT and Semiconductor Industry. Mr. Lo started his career as an investment advisor with Polaris Securities in Taiwan, and holds a double degree in business management and industrial engineering from Ming Chi University of Technology in Taipei.

 

“With the signature of volatility changing globally and not just in Asia, it’s driving a greater demand for more nimble, local managers who can comfortably traverse between asset classes.  JNR’s approach is a great response for both regional and global investors looking to access China exposure through diversification – not just in positions but also asset classes.” Alvin Fan, Chief Executive Officer of OP Investment Management added.

 

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OPIM to Launch Hedge and PE Strategies via Ansen SPC with Ansen Investment Management

OP Investment Management is partnering with Ansen Investment Management Limited to launch Ansen Fund SPC. The Fund is Cayman-domiciled for professional investors only.

 

The first strategy, Ansen Global Investment Fund SP uses a discretionary, long-short approach towards multi- asset investments. While the Fund plans to invest within multiple exchanges, the mandate will maintain a focus primarily on Asia markets. To achieve long-term capital growth and returns, a flexible asset allocation method will be driven by value investing principles and a top-down approach. IPO opportunities will be a primary focus for investment, specifically within Hong Kong, China, Taiwan, EU and US markets.

 

Mr. Bill Chun, senior portfolio manager of the hedge strategy, explains, “A flexible approach towards different sectors and multiple investment classes will help us manage risks associated with market volatility and geopolitical tensions in the future. In addition, our Fund will give investors the opportunity to participate in early stage companies valued on solid fundamentals.”

 

Mr. Bill Chun is the portfolio manager of the Investment Manager. Before managing Ansen Fund SP, he was the Head of Principal Trading Strategy Formulation at Poseidon IAM Co., Ltd, responsible for analyzing financial trends and bank securities. Prior to this, he was an Executive in the Finance Division of Royal Trust Universe Asset Management from 2010-2013, and he was Managing Director from 2007-2012 at Importers Salvage Centre MIDAS Trading. Mr. Chun began his career as a Finance Commissioner at JP Morgan. He received his Bachelor of Management Studies from the University of Waikato in Hamilton, New Zealand.

 

“Given the attractive opportunities in both direct investment and in liquid markets in Asia, it’s becoming increasingly important for new managers to think ahead and provide choices for their investors. Launching with both hedge and private equity clearly positions Ansen strategy towards this appetite. We couldn’t be more thrilled to host their new SPC on our platform.” Alvin Fan, Chief Executive Officer of OP Investment Management added.

 

The second strategy, Ansen Global Aggregate Fund SP will focus on direct investments through debt financing in private companies in a broad range of sectors such as art, entertainment and recreation, finance, real estate, healthcare, artificial intelligence and energy.

 

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OPFS

OPFS