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BOUTIQUE
Funds
Management
Focusing on ASX Equity, Active and Short- to Mid-Term Trading.
ASX Equity
Long & Short Fund
SUPERIORITY
The Fund aims to outperform the absolute Benchmark by employing long/short investing’ techniques.
SUITABILITY
The Fund is for individuals seeking a regular income stream and wanting to diversify their fixed interest investment exposure.
FLEXIBILITY
The Fund is suggested for investors with an investment outlook of 5 years or longer while with Non-Transfer Period of 1 year.
ACTIVENESS
The Fund will provide long and short exposure to an actively managed, diversified portfolio.
CONCENTRATION
The Fund will take the long and short exposures by holding Australian listed shares and relative derivatives.
PROFESSION
We access to full-time research resources, a rigorous investment process, highly developed risk management expertise, and advanced trading systems and technology.
IDENTIFICATION
OF CLIENTS
Young
Generation
Are you a junior staff who just set a foot on the career path who are busy getting the job done first? Do you have some savings but only put them in the bank and get the minor interest? Are you full of ambition but have no idea where to start? Do you want to make a change?
Young
Parents
Are you a newly married couple who have saved some money from salary? Are you hoping to move to a bigger house and change a fancier car but don’t know where to start? Do you want to give your child a better living condition and better education resource but have no idea how to invest?
Early
Retirement
Are you retiring and have accumulated generous capital? Do you want to travel around enjoy your life without thinking how to make money? Do you want to get someone who can look after your life saving and leave your child a good fortune?
OLI CAPITAL
Oli Capital is a diversified financial services firm, responsible for managing the Fund and building its portfolio of Australian Investment Opportunities. We conduct extensive financial market and equity research across the globe, predominately on the ASX.
Who is Oli
The name of Oli Capital is also the name of the fund manager’s daughter. The initial purpose of this fund was to develop a long-term investment that can grow with the little girl. The fund manager wishes all the best to this fund and will treat it like treating his own daughter. Parents always want their children to grow up but not too fast, stay healthy and keep a sharp mind, so do Oli Capital. We also want to develop a fund that keep gaining profit, but we also want a healthy increasing rate that is sustainable. To accomplish that goal, we will be wholly devoted to the stock market and keep a sharp mind to maximise our ability of catching the market pulse.
How We Organised
As a specialist investment manager, we have an overriding focus on generating attractive
absolute returns whilst preserving capital. When managing portfolios, we apply an all-weather
investment process designed to adapt to any phase of the investment cycle. All investment
decisions are based on our proprietary, internally-developed investment approach. We believe that optimum investment insights derive from specialised investment teams with focused
perspectives, operating with strong risk oversight.
OUR CORE TEAM
Oli’ investment team believes there are opportunities in both value and growth stocks. Stock selection is Oli’s main area of expertise. Using fundamental analysis, Oli selects stocks to exploit market inefficiencies in forecasts and valuations. Investment decisions are supported by detailed analysis of the securities and key financial indicators with an eye on global perspectives.
Luo Qi
FOUNDER & CEO
Chris Li
SENIOR INVESTMENT MANAGER
Bowen Shi
SENIOR ANALYSTS
CONTACT
OLI FUND
MANAGEMENT
OUR ADDRESS
Suite 1103, Level 11, 66 Goulburn St, Sydney NSW 2000
Email:
Tel: (02) 8288 9086
For any general inquiries, please fill in the following contact form:
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