我們的服務
另類投資
Isola Capital has a broad global network with access to proprietary direct investment deal flows. It is not unusual their direct investment team evaluate 80 deals per quarter. As Isola Capital's strategic partner in the Greater China region, these exclusive investment opportunities are offered to our clients and partners on a discrete basis.
We believe Isola Capital's global network and deal sourcing capability to pounce on unique proprietary investments that is not available through traditional avenues. Their investment philosophy hark back to its heritage and traditions that deals are bought to the Investor Round Table which gone through set of rigorous due diligence procedure. As deals usually co-invest with other members of the Investor Roundtable who are mostly Isola Capital's shareholders or long-term clients. The deals are typically structured in a way that will generate cash returns with appropriate downside protection.
對沖基金
匯通永利機遇基金—大中華
我們的旗艦基金—「匯通永利機遇基金—大中華」，旨在為客戶提供低波幅持續性資本增值機會。通過積極投資管理，在不同的經濟週期中賺取經風險調整後的超額收益。
「匯通永利機遇基金—大中華」主力投資於經濟蓬勃發展、極具投資潛力，及被視為21世紀全球經濟增長動力所在的大中華地區。基金持有股票長短倉，投資委託書不設最低總持倉限制，而淨持倉範圍為-50%至125%，從而實現靈活投資，在不同的市場環境可迅速應對，重新佈局定位，爭取最理想表現。
「匯通永利機遇基金—大中華」遵從四個步驟，以實施嚴格風險管理及賺取回報。
我們結合自上而下和自下而上的投資方法，因時應變。一方面，我們衡量宏觀經濟參數及市場情緒，以控制風險，及作為調整板塊配置的基礎。另一方面，透過我們專有的嚴謹研究，進行證券分析。
追求回報雖然重要，但我們深信有效管理風險才是投資成功的關鍵，因此「匯通永利機遇基金—大中華」的首要投資宗旨是先保值，再增值。