PRODUCTS & SERVICES
China Rise Securities Asset Management Co. Limited (SFC CE Number: ASZ577) – Rein Alliance (“Rein”) offers discretionary accounts management service for individuals, corporate or professional investors. The minimum investment amount for each discretionary account is HK$600,000 or equivalent.
Why do you choose REIN ALLIANCE ?
Strong defense and stood the test
We defy the impact of COVID-19 made to most others. We welcome investors to do a side by side comparison with the performance of all funds available.
Professional and diversified team
We are a group of licensed investment managers, Certified Public Accountants (“CPAs”), Certified Financial Analysts (“CFAs”), business managers, financial controllers and journalists. Our Circle of Experts creates synergy on balancing investment returns and risk management.
Global investment platform with safe custody
We use Interactive Brokers Hong Kong Limited (“IBKR”) as the trading platform which covers over 31 countries around the globe. Your capital is held in the IBKR account under your name. IBKR is a globally renowned investment broker listed in the United States. Your capital is perfectly safe.
Low transaction fees and high liquidity
We do not charge upfront fees and we do not lock up your investments for years. You can enjoy low transaction costs throughout your investment journey as well as the high liquidity we bring to you. You can turn your investments anytime into free cash in 1 month time.
Tailor-made investment solutions
We fully understand your needs for tailor-made investment solutions which match with your risk appetite. We keep close contact with you to keep you updated on the latest market development.
Global accounts at your immediate disposal
We provide additional services on registering your funds safely in Europe or the Americas, without jeopardizing trading flexibilities.
What is our philosophy ?
We serve you with ONE TEAM and ONE PHILOSOPHY
A common challenge in the field of investment is misalignment of risks and returns, leading to unfulfilled client goals. There are often gaps between what one wants and what one ends up with when it comes to investments. The return as a result could become sub-optimal subject to excessive risks. In order to address those gaps, we created the Circle of Experts.
We are a group of licensed investment managers, Certified Public Accountants (“CPAs”), Certified Financial Analysts (“CFAs”), business managers, financial controllers and journalists — assembled to align information with unified focus and achieve desired return with limited risk exposure for our clients.
Our investment managers will only invest in stocks that are collaborated with the Circle of Experts, ensuring the underlying companies are fundamentally, technically and quantitatively sound, thus limiting the risks of our clients.
We believe the synergy derived is even more powerful than the best investment manager working in isolation.
Our core investment principle is to achieve downside protection without sacrificing too much on upside participation. We care about winning big and winning at the right time. Within our rigid risk management framework, our approach would allow tiny scratches to happen and they happen as part of the game.
We do not settle for just picking stocks with sound fundamentals to invest in. In order to differentiate ourselves, we aim at investing in good stocks at the Perfect Timing – the point appears exactly when the uptrend begins. Time is not wasted for buying stocks in inappropriate time, shouldering the risks and having no clue when the stock price will rise.
We care about fundamentals as much as others do, but we excel our investment methodology through capturing the momentum of individual stocks. No criteria are being ignored in our investments, and every box has to be checked before a stock is bought.
Risk control is always our utmost priority. We understand riding the waves and preserving our clients’ capital in winter are key to success. We raise cash level, we hedge or we even take on short positions when the market tells us to do so. “Let the Profit Run and Cut Loss Early” is the motto of our investment strategy.
This is how we believe in achieving spectacular return.
Our Key Members
Angus Chan (CFA, CPA)
China Rise Securities Asset Management Co. Limited
Angus is our Chief Portfolio Manager for Asia Pacific Markets. He had years of investment management experience in a large commercial bank and managed investment portfolio of billions US dollars which enable him to develop deep understanding in the Greater China market. Angus is responsible for investment decisions of Rein and is currently the Type 1, 4 & Type 9 regulated activities licensed representative of China Rise Securities Asset Management Co. Limited.
China Rise Securities Asset Management Co. Limited
Thomas is Rein’s Chief Portfolio Manager for the United States Market. He has specialised himself in macroeconomics analysis and keen on capturing potential growth securities. Before joining Rein, he serves as an analysts in a reputable hedge fund, with years of portfolio managing experiences. He is also a welcomed columnist of the HKEJ. He is currently the Type 1, 4 and Type 9 regulated activities responsible officer of China Rise Securities Asset Management Co. Limited, overseeing the asset management business activities.
Harry Ho (CFA, CIA, CPA)
Harry is our External Consultant with extensive assurance experience in listed companies and asset management industry including different types of funds and Securities & Futures Commission (“SFC”) regulated investment managers/ advisors.
Sunny Chow (CPA)
Sunny is our External Consultant who is experienced in corporate finance, merger and acquisition, corporate strategy and audits. He is the Chief Financial Officer of a Vietnamese public company.
How do we invest ? Let’s have an illustration of our methodology!
This is a weekly chart of Geely Auto (0175.HK) from early 2015 to mid-2020. In hindsight, it would be a no brainer for everyone hoping to have bought in at its absolute low, HK$2.4 on 25 Aug 2015 (Point X) and sold at the absolute high, HK$29.8 on 22 Nov 2017 (Point Y). Unfortunately, no one has the crystal ball. No one knew Point X was the bottom and Point Y was the peak at that time.
Rein does not fancy in catching the absolute low. Our trading methodology is to buy when the uptrend begins.
Based on Rein’s methodology, there would be 3 trades on this stock during the period. The First trade (#1) would be entered on 7 July 2016, nearly one year after the absolute low appeared, and would be closed by end of Oct 2016 with more than 80% profit. Second trade (#2) would be entered on 31 May 2017 and closed in 4 months with more than 60% profit. The Third trade (#3) would be entered on 14 Nov 2017, which is close to the absolute high. Rein’s methodology would help identify that it was a wrong buy and then we would sell the position in 2 weeks with a roughly 6% loss. Geely Auto dropped more than 60% in the coming months after the position being sold.
This demonstrates how we “Let the Profit Run and Cut Loss Early”. Not perfect from God’s view, but it is good enough for human. We try to maximise the use of our fund, and make a formidable return out of it.
1.5% per annum on the value of the portfolio in respect of which the services have been rendered.
15% Performance fee will only be charged, if at the end of the calendar quarters the net asset value (“NAV”) (before deduction of performance fee and adjustment for deposits/withdrawals) exceeds the high watermark, which is the all-time quarter-end high of the NAV. If in any one quarter a loss is recorded, no performance fee can be charged in subsequent quarters until the loss is fully recovered (the high-on-high principle). Performance fee is payable at the end of each calendar quarter.
This materials and its contents have not been reviewed by the Securities and Futures Commission. Investment involves risk, past performance is not indicative of future performance. The prices of securities may move up or down, and may become valueless.
This materials and its contents does not itself constitute any investment advice, this materials and its contents shown is neither an investment recommendation, an offer, nor a solicitation for any investment product or service. The investors should seek independent legal, taxation financial and other professional advice before trading or investment. Should there be any discrepancy in meaning between English and Chinese version of the materials, the English Version shall prevail.