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Alpha Uncovered
Alpha Uncovered episodes
- Adaptive Strategies to Capture Tech Trends in Asia | Alpha Uncovered X Alteca Fund
Recorded on 13 Mar 2024
🎙Convo with Ryan Lee, Portfolio Manager, Alteca Fund hosted by Alvin Fan, CEO, OP Investment Management (OPIM)- (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
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 - 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This video shall not be published, circulated, reproduced or distributed or commercially exploited in any manner otherwise, in whole or in part, without the prior written consent of OPIM.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.14 min - Scouting Emerging AI Themes | Alpha Uncovered X Quarktek Global (Part 3 of 3)
Recorded on 27 Mar 2024 (Part 3 of 3)
🎙Convo with David Chen, CIO, Quarktek Global hosted by Alvin Fan, CEO, OP Investment Management (OPIM)- (0:00) Intro
- (0:07) Uncovering Emerging Themes Outside Key Markets
- (4:12) The Future of AI: Optimism and Open Questions
- (9:42) Disclaimers
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 - 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.10 min - Maximizing Upside in Volatile Markets | Alpha Uncovered X Quarktek Global (Part 2 of 3)
Recorded on 27 Mar 2024 (Part 2 of 3)
🎙Convo with David Chen, CIO, Quarktek Global hosted by Alvin Fan, CEO, OP Investment Management (OPIM)- (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
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 - 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.10 min - Winning Strategy for Caputiring AI Growth | Alpha Uncovered X Quarktek Global (Part 1 of 3)
Recorded on 27 Mar 2024 (Part 1 of 3)
🎙Convo with David Chen, CIO, Quarktek Global hosted by Alvin Fan, CEO, OP Investment Management (OPIM)- (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
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 - 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.15 min - Bottom Fishing in China: Where to Find Value After the Downturn | Alpha Uncovered X GROW Investment
Recorded on 28 Nov 2023
🎙Convo with William Ma, Global CIO, GROW Investment Group, hosted by Alvin Fan, CEO, OP Investment Management (OPIM)- (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
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 - 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.15 min - Debunking 4 ways to access onshore opportunities | Alpha Uncovered X RCM China
Recorded on 20 Dec 2023
🎙Convo with Matthew Bradbard, Managing Director, RCM China @TheDerivativebyRCMAlternatives, hosted by Alvin Fan, CEO, OP Investment Management (OPIM)- (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
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 - 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.18 min - Emerging Chinese Elite Managers | Alpha Uncovered X RCM China
Recorded on 20 Dec 2023
🎙Convo with Matthew Bradbard, Managing Director, RCM China @TheDerivativebyRCMAlternatives, hosted by Alvin Fan, CEO, OP Investment Management (OPIM)- 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
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 - 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 - Uncovering China's commodity Cornucopia | Alpha Uncovered X RCM China
Recorded on 20 Dec 2023
🎙Convo with Matthew Bradbard, Managing Director, RCM China @TheDerivativebyRCMAlternatives, hosted by Alvin Fan, CEO, OP Investment Management (OPIM)- (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
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 - 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.18 min - 3 Strategies for Global Investors Looking for Alpha in China | Alpha Uncovered X GROW Investment
Recorded on 28 Nov 2023
🎙Convo with William Ma, Global CIO, GROW Investment Group, hosted by Alvin Fan, CEO, OP Investment Management (OPIM)- (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
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 - 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 - Inside China's $2.5 Trillion Hedge Fund Industry | Alpha Uncovered X GROW Investment
Recorded on 28 Nov 2023
🎙Convo with William Ma, Global CIO, GROW Investment Group, hosted by Alvin Fan, CEO, OP Investment Management (OPIM)- (0:07) With QFI, what types of alpha strategies are now available to offshore investors in Chinese market?
- (7:13) Appetite for China among global investors
- (11:52) What challenges do quant strategies face moving offshore and how can they be overcome to build market neutral portfolio?
- (15:16) Disclaimers
As China's alternative investment industry undergoes consolidation, new opportunities are emerging for global investors. This episode takes you inside the $2.5 trillion Chinese hedge fund space with a fund manager who has over 20 years of experience investing in Asia. Learn about the key trends driving change in China's asset management landscape, including tighter regulations squeezing out mid and small players. Discover how consolidation is creating opportunities to tap premier alpha-generating strategies from some of China's top talent. Find out why now may be the perfect time to access hidden gems in China's $2.5 trillion hedge fund industry and hear examples of strategies producing outsized returns.
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.15 min
About Alpha Uncovered
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