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?

Image by Daniel Jensen

life

fund

cHILD

GROWTH

fund

Image by Matthew Bennett

pension fund

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.

Image by Charles Deluvio
 
 

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: info@olifund.com.au
Tel:  (02) 8288 9086

 

Click Here to Find Us

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For any general inquiries, please fill in the following contact form:

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RISK WARNING FOR OLI CAPITAL PTY LTD

Oli Capital Pty Ltd (ACN: 605 190 369) (“Oli Capital”, “we” or “us”) is a corporate authorised representative (Authorised Representative Number: 001281917) of Suanni Capital Pty Ltd, and provide financial services under the Australian Financial Services Licence (AFSL No. 508985) of Suanni Capital Pty Ltd. This website is owned and operated by Oli Capital. The information contained on this website is general in nature and does not constitute advice or a recommendation to act upon the information or an offer. The information on this website does not consider your personal objectives, circumstances, financial situations or needs. You are strongly recommended to seek independent professional advice before opening an account with us and/or acquiring our services/products. This website is intended for persons located within Australia only and is not directed at any person in countries or jurisdictions where the offer of such financial products is not permitted or is unlawful.

 

This Website may contain hypertext links to other websites that are owned or operated by parties other than Oli Capital and are included for your convenience only. We have no control over and are not responsible for the content or availability of any such third party websites, and inclusion of a hypertext link or other link does not imply any recommendation or endorsement of the material or content on such websites by us, nor any association with their operators. The information on this website is directed and available to residents of Australia only deemed to be wholesale clients under Section 761G and 761GA of the Corporations Act 2001 (Cth). Before you decide whether or not to invest any products referred to on this website, it is important for you to read and consider the relevant disclosure documents and ensure that you fully understand the risks involved.

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