Explore our Proprietary Investment Vehicles
China A & ADR Shares OpportunitiesWe offer our clientele access to the A Share: Shanghai – Hong Kong Stock Market connect. Our portfolio consists of Chinese companies that have a strong demand for their product, impressive growth, and the opportunity to outperform greater markets.
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Precious Metals and Mining PortfolioA portfolio investing primarily in a variety of gold and precious metals mining companies. Our companies operate in the following fields: gold, silver, copper, and streaming companies.
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Global Multi Asset PortfolioThis balanced portfolio provides exposure to a range of asset classes, with an emphasis on equities that are believed to be trading below their intrinsic value. Portfolios include US and International Equities, Fixed Income, and Precious Metals.
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Global Equity PortfolioThis portfolio invests the majority of its assets in equities, with an emphasis on finding value. Key metrics when evaluating these companies can include a low Price/Earnings, Price/Sales, and Price/Book, along with low debt, and strong balance sheets.
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Advanced Opportunities PortfolioThis portfolio employs a high-risk, high-return approach, through proprietary equity and derivative-based strategies.
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上海市静安区陕西北路835弄28号
No. 835 North Shan Xi Road , Suite 28, Jing'An District, Shanghai |