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Elaine Wong, CFA, CAIA
- Associate Business Development Manager
- APAC
Asia ex-Japan, Institutional
Change
Delivering a client-focused philosophy
As a private partnership whose only business is investment management, we believe the firm’s long-term values are aligned with your needs and goals. For this reason, we keep total return optimization — after fees and taxes — and downside risk mitigation top of mind because we know net returns are what matters.
Our global institutional experience, boutique approach, and collaborative proprietary research platform marries curiosity and investment IQ, allowing us to uncover opportunities and develop innovative investment strategies for our clients. We seek to foster a consultative relationship that exceeds your investment and service expectations and aims to grow your wealth and help preserve your legacy.
Creativity, agility, and innovation are the cornerstones of our goal to help optimize net returns.
5 Family Office Insights
- Absolute-return-oriented, core-compounder equity strategies focused on company fundamentals that may provide downside mitigation may help with capital preservation.
- Given higher interest rates, consider liquid fixed income approaches, including opportunistic strategies that may benefit from volatility in rates and spreads.
- Active extension strategies (130/30 or 140/40) may be a natural fit for investors who are comfortable with the use of shorting, seek a compelling alpha, and wish to reduce the impact of benchmark concentration.
- Hedge funds have tended to perform well in periods of higher security-level dispersion, macro volatility, and interest rates. We believe we have entered one such period today.
- Addresses how uncorrelated strategies may be well-positioned as a mainstay in investor portfolios in an uncertain environment.
- We’re in a new age for multi-strategy hedge funds, as our portfolio managers recently shared on the Capital Allocators podcast. In an increasingly competitive environment, manager selection is critical to investment success.
- Despite the uncertainty surrounding the IPO environment this year, we continue to find compelling portfolio companies seeking to go public.
- The more normalized valuation environment and focus on high-quality companies at the right price is encouraging.
- Late-stage growth may offer an attractive entry point in a higher interest-rate environment, while offering better liquidity than many other private equity approaches.
- The lines between public and private credit are blurring as borrowers seek to optimize their leverage structure.
- CLO equity can provide differentiated exposure and can serve as a strategic income-management tool.
- US-biased portfolios may benefit from regional diversification — both broad and country-specific.
- International allocations are potentially compelling given underappreciated fundamentals and attractive valuations.
- Investors are cautious on emerging markets, but differing views can create opportunities for investors, who will have to weigh the relative benefits versus the potential risks.
- India remains an area of focus given its growth trajectory and strong demographic trends, and Japan governance reforms and economic policy measures are impactful, in particular in SMID caps.
- Clients with multigenerational wealth continue to focus on investing for the future.
- Despite uncertainty in future policy, we continue to see areas of intersection with climate-focused investment opportunities across public and private equity (related to extreme weather resilience, permitting reform, new battery technology, etc.).
- Sustainable fixed income is gaining momentum, with solutions in regional muni bonds and global bond markets. BlueMark, the leading provider for independent impact verification and intelligence for the sustainable and impact investing market, recently verified our practice.
Investment solutions for family offices
Public equities
- Global/international
- US
- Regional/country
- EM
- Sustainable
- Real assets
- Inflation sensitive
Public fixed income
- Core fixed income
- Opportunistic fixed income
- Short duration
- Municipal bonds
- Credit
Private investing
- Late-stage growth
- Biotech
- Fintech
- Climate tech
- Early-stage venture
Hedge funds
- Macro
- Multi-strategy
- Thematic/sector
Contact our apac team and find out more
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Doreen Huang
- Associate Business Development Manager
- China
Our latest insights
