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Recorded on 20 Dec 2023
đConvo with Matthew Bradbard, Managing Director, RCM China â @TheDerivativebyRCMAlternativesâ , hosted by Alvin Fan, CEO, OP Investment Management (OPIM)
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 - â â â LinkedIn (OP Investment Management)â â â // â â â X (@opim_hk)â â â // WeChat (hedgefund_club) // â â â Website (www.opim.com.hk)â
By OP Investment ManagementRecorded on 20 Dec 2023
đConvo with Matthew Bradbard, Managing Director, RCM China â @TheDerivativebyRCMAlternativesâ , hosted by Alvin Fan, CEO, OP Investment Management (OPIM)
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 - â â â LinkedIn (OP Investment Management)â â â // â â â X (@opim_hk)â â â // WeChat (hedgefund_club) // â â â Website (www.opim.com.hk)â