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Investment Strategies 2018-11-19T05:14:37+00:00

We follow the investment strategy that is broadly diversified and global in scope to seek for risk-adjusted return for our investors and partners.

Multiple-Strategies Strategy

OCIM Global Fund

OCIM Global Fund is founded on the vision of providing consistent, above-average, and market-uncorrelated returns through effective deployment of an outstanding mix of automated algorithms. The fund is designed to operate effectively and profitably in uncertain, irregular, and poorly understood markets.

OCIM Global Fund applies multi-asset models and is designed to operate optimally in both trending and directionless markets. Agnostic of all market views and driven primarily by advanced data analytics and well-tested objective rules, OCIM Global is a market-neutral and profitable vehicle for both diversification and capital growth purposes.

Fund Manager:

Dr. Justin Chan Sai Pang

Prior to his role as Chief Investment Officer and Co-founder at OCIM, Justin led his proprietary trading team for private clients and was a faculty at Singapore Management University. Having published in peer-reviewed academic and industry finance journals, Justin is an established system developer for multiple markets and asset classes. Justin now focused on global strategy developments and operation for US and Asian markets. He is also managing both quantitative strategies fund and financial technology fund at OCIM.

Alternative Investment Strategy

OCIM Fintech Fund

OC Horizon Fintech Fund SP seeks to offer investors focused but managed global exposure to innovation in Financial Technology (“Fintech”). It invests in a highly selective collection of fund(s), stock(s), and digital asset(s).

The fund invests primarily in liquid markets (Fintech-related securities and digital assets) and fund(s) that deploy similar strategies with a proven track record. Fintech investment themes are selected with in-depth research with a multi-year investment horizon. Views are expressed through a long/short strategy.

Fund Manager:

Dr. Justin Chan Sai Pang

Prior to his role as Chief Investment Officer and Co-founder at OCIM, Justin led his proprietary trading team for private clients and was a faculty at Singapore Management University. Having published in peer-reviewed academic and industry finance journals, Justin is an established system developer for multiple markets and asset classes. Justin now focused on global strategy developments and operation for US and Asian markets. He is also managing both quantitative strategies fund and financial technology fund at OCIM.

John DeCleene, CFA Candidate

Before joining OCIM, John worked as an investment analyst for the U.S.-Taiwan Business Council, alongside U.S. Senator Robert P. Casey as a legislative intern, and as a business analyst for a boutique mutual fund in Singapore. A graduate of Tulane University with a degree in political science, John is now working towards becoming a CFA Certificate holder. John currently works alongside Justin Chan, assisting in managing the fintech fund.

Global Macro Strategy

Zhongwei OC Global Macro Investment Fund

Investment methodology of Zhongwei OC is Macro-fundamental based, combined with quantitative and technical analyses.

i. Macro-fundamental based foreign exchange trading strategies
Investment decision of this group is made based on research into main countries’ macro-fundamental statistics, monetary policies, and fiscal policies. Alternatively, the strategy may from time to time make forecasts of upcoming major economic events, based on which the strategy will make mid-term event-driven investment decisions.

ii. Quantitative ETFs and derivatives strategies
Investment decisions of this group are made based on modern portfolio theories putting into practice. The main strategy monitors the market regime switching and decides the best candidates from dozens of quantitative sub strategies that fits the current market regime.

Fund Manager:

Ding Zhongxin

M.Phil Economic Research, on track for Ph.D. in Economics (University of Cambridge)
M.Sc Operations Research, Financial Engineering (Columbia University)
B.Sc Mathematics with Statistics for Finance (First Class Honors) (Imperial College London)

Zhongxin Ding has established a hedge fund, Zhongwei Global Macro, in Dec 2017 where he served as Chief Macro Investment Officer and Founding Partner.
Zhongxin has been running a portfolio focusing on Foreign Exchange and Commodity trading since 2014. He has developed an ingenious strategy which combines long-term business cycle based investment with short-term dynamic hedging in order to achieve a more balanced risk-reward path. Previously, He has also worked at CITIC Securities where he was involved in developing quantitative arbitrage strategies and CDH Investment where he was involved in the founding process of several investment funds.

Kong Jiaming

M.Sc Operations Research, Financial Engineering (Columbia University)
B.Sc Economics (Honorary Graduate of Zhu Kezhen College) (Zhejiang University)

Jiaming joined Zhongwei Global Macro in Dec 2017 where he served as a strategist and trader. He is responsible for constructing the quantitative trading and risk system in the fund.
Jiaming had worked in a boutique hedge fund on Wall Street since 2014 as a quantitative trader. He has experience in building fully automated computer systems for fund operations and trading. He helped set up and managed a US-based mutual fund as well as a European UCITS (Undertakings for Collective Investment in Transferable Securities).

Alexandra Capital Fund

The Fund Managers invest in global markets that include equities, fixed income, commodities, real estate, currencies and other liquid investments. By taking short or short positions using instruments like ETFs and derivatives, the fund managers aim to deliver high Sharpe ratio through the use of the combination of strategic and tactical positioning, coupled with rigorous risk management process. Investment methodology is mainly fundamental based, coupled with quantitative and technical analyses. Macro and political factors are key inputs to the investment process, as well as applying well-tested advanced financial theories that are hallmarks of the Chicago Booth.

Fund Manager:

Steven Koh, CFA, MBA (Chicago)

Prior to setting up the hedge fund, Alexandra Capital in late 2015, Steven was with the private equity giant, Softbank China Venture Capital, in early 2013, and served as an Investment Director for about three years. Before that, Steven was in the asset management business with UOB Asset Management and DBS Asset Management, managing global and Asian funds as Senior Portfolio Manager from 2005. From 2000 to 2005, Steven was with Standard & Poor’s as the Director of Reseach for as well as the Chief Strategist for the Asia Pacific. Steven pioneered the Real Estate Investment Trust (REIT) research for Singapore and Hongkong with his research team in S&P. Steven spent fifteen years on the sell side covering the Asian equities since 1991.

Kanji Udagawa, MBA (Chicago)

Kanji has been in the finance industry in Asia for over twenty years, with his career spanning across hedge funds, venture capital ,and capital markets. Kanji spent considerable time with Swiss currency broker, Compagnie Finance Tradition Group. Kanji was with Tradition Asia, an international financial commodity brokerage as well as Ong First Tradition, in commodity future trading firm. In 2003, Kanji was awarded the Dow Jones and Reuters Artificial Intelligence for Innovation Contributor.

Fund of Fund Strategy

OC Silk Road Fund

OC Silk Road currently mainly invests into Renaissance Institutional Equity Fund (RIEF) L.P.

RIEF L.P. invests solely in US-listed equities using a quantitative long-biased methodology, with the aim to produce a higher Sharpe ratio than the S&P 500 with a beta of 0.4 or less. The fund employs an automated proprietary set of statistical models for price forecasting, risk estimation and cost calculation which get fed through their internal trade generation algorithm to produce a portfolio designed to be net long 100% with modest leverage. Renaissance approach investing as a scientific problem which human acumen, advanced mathematical and statistical methods, and state-of-the-art technology are well-suited to address.

Underlying Fund Manager

Renaissance Technologies LLC 

Renaissance Technologies is a global top quantitative investment management company trading in global financial markets, dedicated to producing exceptional returns for its investors by strictly adhering to mathematical and statistical methods.