Combining multi-asset experience, quantitative finance and financial technology

Investment Approach

OUR STRATEGIES TARGET QUALITY ASSETS THAT HAVE A COMPELLING VALUATION AND INCOME POTENTIAL.

Our primary objective is capital preservation. Within the new market environment post 2008 of uncertain growth, our strategies generate sustainable returns primarily from asset income and secondly from capital appreciation.


Our strategies are systematic based on 3 fundamental return drivers: Value, Quality, Carry


Capital preservation

Value

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Sustainability of both asset valuation and income

Quality

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Income generation from assets

Carry

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Portfolio Implementation

WE USE TECHNOLOGY AND OUR DECADES OF MARKETS EXPERIENCE TO OPTIMIZE RISK ADJUSTED RETURNS AND DRASTICALLY COMPRESS COSTS. 

For example:

  • D-SIDE (Digital Systematic Investment Decision Engine) is our proprietary software application that runs our strategy following our methodology.
  • We seek cost optimization at all levels of the investment process 

In addition, the exposure in equity and bond indices is systematically enhanced using derivatives when available.  Futures are used to optimize dividend income, financing rates and generate extra income from asset repo rates. Futures provide a leveraged exposure to the invested assets. Options are used to generate income by monetizing asset volatility and allow precise and conservative purchase of assets at the price target with optimal sizing.

The Strategy targets liquid, listed exchange traded markets: securities, futures & options.

Contact us to learn more about our strategies' monthly performance and our risk hedging and bespoke solutions

All SFC regulated activity is conducted by Privium Fund Management Limited, Suite 2606, 26th Floor, Prosperity Tower 39 Queen’s Road, Central Hong Kong,  SFC License No. BGR29

Privium Fund Management

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