Alpha Uncovered

Alpha Uncovered

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Alpha Uncovered episodes

  • RV Alpha Breakdown | Alpha Uncovered X Kaiyuan Macro (Part 2 of 3)

    Recorded on 7 June 2024 (Part 2 of 3)
    🎙Convo with Zan Huang, Founder, Kaiyuan Macro hosted by Alvin Fan, CEO, OP Investment Management (OPIM)

    • (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
    • 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 - ⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn (OP Investment Management)⁠⁠⁠⁠⁠⁠⁠⁠ // ⁠⁠⁠⁠⁠⁠⁠⁠X (@opim_hk)⁠⁠⁠⁠⁠⁠⁠⁠ // WeChat (hedgefund_club) // ⁠⁠⁠⁠⁠⁠⁠⁠Website (www.opim.com.hk)⁠⁠⁠⁠⁠⁠⁠⁠

      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      This video shall not be published, circulated, reproduced or distributed or commercially exploited in any manner otherwise, in whole or in part, without the prior written consent of OPIM.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 “as is” 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 person’s 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.

      16 min
    • From Data Scientist to Macro Wizard | Alpha Uncovered X Kaiyuan Macro (Part 1 of 3)

      Recorded on 7 Jun 2024 (Part 1 of 3)
      🎙Convo with Zan Huang, Founder, Kaiyuan Macro

      hosted by Alvin Fan, CEO, of OP Investment Management (OPIM)

      • (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
      • 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 - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn (OP Investment Management)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ // ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (@opim_hk)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ // WeChat (hedgefund_club) // ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Website (www.opim.com.hk)⁠⁠⁠⁠⁠⁠⁠⁠⁠

        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 “as is” 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 person’s 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.

        15 min
      • Defying China FUD | Alpha Uncovered X FountainCap (Part 3 of 3)

        Recorded on 14 Jun 2024 (Part 3 of 3)
        🎙Convo with Steven Luk, CEO, FountainCap

        hosted 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 - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn (OP Investment Management)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ // ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (@opim_hk)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ // WeChat (hedgefund_club) // ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Website (www.opim.com.hk)⁠⁠⁠⁠⁠⁠⁠⁠⁠

        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 “as is” 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 person’s 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.

        24 min
      • Charting China: Geopolitics and Tactical Allocation | Alpha Uncovered X FountainCap (Part 2 of 3)

        Recorded on 14 Jun 2024 (Part 2 of 3)
        🎙Convo with Steven Luk, CEO, FountainCap

        hosted 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

        OPIM - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn (OP Investment Management)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ // ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (@opim_hk)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ // WeChat (hedgefund_club) // ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Website (www.opim.com.hk)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

        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 “as is” 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 person’s 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.

        15 min
      • China Sanction Accelerating Innovation | Alpha Uncovered X FountainCap (Part 1 of 3)

        Recorded on 14 Jun 2024 (Part 1 of 3)
        🎙Convo with Steven Luk, CEO, FountainCap

        hosted 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 #Sustainability

        OPIM - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn (OP Investment Management)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ // ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (@opim_hk)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ // WeChat (hedgefund_club) // ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Website (www.opim.com.hk)⁠⁠⁠⁠⁠⁠⁠⁠⁠

        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 “as is” 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 person’s 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.

        21 min
      • China Economic Drivers and Challengers | Alpha Uncovered X Banyan Partners (Part 3 of 3)

        Recorded on 16 May 2024 (Part 3 of 3)
        🎙Convo with Xin Wu, Founder and Managing Partner, Banyan Partners hosted by Alvin Fan, CEO, OP Investment Management (OPIM)

        • (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
        • 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 - ⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn (OP Investment Management)⁠⁠⁠⁠⁠⁠⁠⁠⁠ // ⁠⁠⁠⁠⁠⁠⁠⁠⁠X (@opim_hk)⁠⁠⁠⁠⁠⁠⁠⁠⁠ // WeChat (hedgefund_club) // ⁠⁠⁠⁠⁠⁠⁠⁠⁠Website (www.opim.com.hk)⁠⁠⁠⁠⁠⁠⁠⁠⁠

          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 “as is” 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 person’s 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.

          17 min
        • China Macro Themes: Property, Cash, Stocks | Alpha Uncovered X Banyan Partners (Part 2 of 3)

          Recorded on 16 May 2024 (Part 2 of 3)
          🎙Convo with Xin Wu, Founder and Managing Partner, Banyan Partners hosted by Alvin Fan, CEO, OP Investment Management (OPIM)

          • (0:00) Intro
          • (0:30) Leveraging Macro Tailwinds with Targeted Stocks
          • (9:22) China's New Role in Portfolios
          • (15:48) Disclaimers
          • 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 - ⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn (OP Investment Management)⁠⁠⁠⁠⁠⁠⁠⁠⁠ // ⁠⁠⁠⁠⁠⁠⁠⁠⁠X (@opim_hk)⁠⁠⁠⁠⁠⁠⁠⁠⁠ // WeChat (hedgefund_club) // ⁠⁠⁠⁠⁠⁠⁠⁠⁠Website (www.opim.com.hk)⁠⁠⁠⁠⁠⁠⁠⁠⁠

            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 “as is” 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 person’s 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.

            16 min
          • Stock Picking in Asia with a PE Lens | Alpha Uncovered X Banyan Partners (Part 1 of 3)

            Recorded on 16 May 2024 (Part 1 of 3)
            🎙Convo with Xin Wu, Founder and Managing Partner, Banyan Partners hosted by Alvin Fan, CEO, OP Investment Management (OPIM)

            • (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
            • 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 - ⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn (OP Investment Management)⁠⁠⁠⁠⁠⁠⁠⁠ // ⁠⁠⁠⁠⁠⁠⁠⁠X (@opim_hk)⁠⁠⁠⁠⁠⁠⁠⁠ // WeChat (hedgefund_club) // ⁠⁠⁠⁠⁠⁠⁠⁠Website (www.opim.com.hk)⁠⁠⁠⁠⁠⁠⁠⁠

              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 “as is” 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 person’s 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.


              19 min
            • Secular Growth Opportunities in Korea | Alpha Uncovered X Counterwave (Part 2 of 2)

              Recorded on 14 Mar 2024 (Part 2 of 2)
              🎙Convo with Jason Park, Portfolio Manager, Counterwave hosted by Alvin Fan, CEO, OP Investment Management (OPIM)

              • (0:00) Intro
              • (0:07) Secular and Thematic Opportunities
              • (6:12) Challenges for Foreign Investors & Organizational Updates
              • (8:49) Disclaimers
              • 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 - ⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn (OP Investment Management)⁠⁠⁠⁠⁠⁠⁠⁠ // ⁠⁠⁠⁠⁠⁠⁠⁠X (@opim_hk)⁠⁠⁠⁠⁠⁠⁠⁠ // WeChat (hedgefund_club) // ⁠⁠⁠⁠⁠⁠⁠⁠Website (www.opim.com.hk)⁠⁠⁠⁠⁠⁠⁠⁠

                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 “as is” 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 person’s 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.

                9 min
              • Value Investing in Korea amid Market Shifts | Alpha Uncovered X Counterwave (Part 1 of 2)

                Recorded on 14 Mar 2024 (Part 1 of 2)
                🎙Convo with Jason Park, Portfolio Manager, Counterwave hosted by Alvin Fan, CEO, OP Investment Management (OPIM)

                • (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
                • 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 - ⁠⁠⁠⁠⁠⁠⁠LinkedIn (OP Investment Management)⁠⁠⁠⁠⁠⁠⁠ // ⁠⁠⁠⁠⁠⁠⁠X (@opim_hk)⁠⁠⁠⁠⁠⁠⁠ // WeChat (hedgefund_club) // ⁠⁠⁠⁠⁠⁠⁠Website (www.opim.com.hk)⁠⁠⁠⁠⁠⁠⁠

                  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 “as is” 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 person’s 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.

                  21 min

                About Alpha Uncovered

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                Welcome aboard! Alpha Uncovered is on a mission to deep dive into the minds of breakout asset managers. Through candid, non-AI interviews, we'll uncover their secret sauce: the strategies,…