Asset Management

am-img-1-p-1080

Our investment philosophy

Our philosophy is to invest in the architects of human progress, using the lens of ‘invest in what you know’ to identify visionary companies with tangible growth. We apply a ‘margin of safety’ by purchasing ‘wonderful businesses’ with durable competitive advantages at a rational price. Our process is disciplined by a rules-based system for risk management, where strict guard-rails and exit strategies are applied to protect our capital, ensuring we are patient and contrarian to capitalize on the market’s cycles of excess.

The worst thing you can do is invest in companies you know nothing about. Unfortunately, buying stocks on ignorance is still a popular American pastime.
Peter Lynch
Patience is a virtue in investing. Sometimes, the best decision is to do nothing and wait for the right opportunities.
John Neff
It's not whether you're right or wrong that's important, but how much money you make when you're right and how much you lose when you're wrong.
George Soros

The People

Trevor Cheung
Mr. Trevor Cheung
Managing Director
Stephen Sum
Mr. Stephen Sum
Investment Director
am-img-2

Alliance IPO Fund

This fund was launched in 2025 to participate in the initial public offerings (IPO’s) and newly listed stocks on the Hong Kong stock market. After suffering an extended economic lull due to property bubble, Covid epidemic, sluggish consumption and lacklustre investment, China has recaptured the investors’ attention in 2025 with its “Deepseek” moment, showcasing its advances in AI, semiconductor, advanced engineering, drug discovery and new consumption.

am-img-3

External Asset Management

We offer the external asset management (EAM) service to our VIP professional investors, where they can maintain their accounts with their private banks and appoint us as the manager of their assets. We have established strong relationships with various private banks and such a “triangular” relationship ensures clients command our exclusive attention while enjoying the product spectrum and safe custody of the private banks.

Connect with us

Beijing
Unit 08, 9/F Beijing International Financial Center, No. 11 Financial Street, Beijing
Fax
(852) 3106 0563
Sending