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BASIS Empowers Your Success
with Knowledge, Integrity and Professionalism
Financial District

About Us 

Our Objective ​

Our objective is to offer our clients quality investments and returns along with the appropriate risk metrics. To be one of the world-class asset allocators to cruise along different economic cycles with stable steady returns. We believe execution timing is the key value in investment, and “Doing the right thing at the right time”.

 

We firmly believe that successful management of investments requires experience and excellent knowledge of the economic cycle and future development trends. With over 30 years of tradition/alternative in asset management in Asia (Hong Kong, China, Korea, Taiwan, Japan, Thailand, Malaysia, US) we have built an effective product offering from Private Equity, Hedge Fund, DPM at private banks, Entertainment, Real Estate and Hospitality related strategy, Algo and Crypto to apply effective global allocation across asset classes. Our vision is to maximise these advantages, and to grow and consolidate our market position.

 

Our Mission ​

Our mission at BAM is to build and maintain long-term relationships with our investors and to provide quality returns, whilst at the same time taking care of our employees and giving them the possibility to work with integrity, creativity and in the best interest of our investors, the company and our constituents.

Financial District
Financial District

Management Team

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CEO, Managing Director 

Mr. Sam Lau 

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CIO, Managing Director 

Mr. Kyros Kelvin Chan 

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Partner, Business Development

Mr. Peter Lee

Financial District

What We Offer 

EQUITY

1. Long Only​

Target Return: 10-15% p.a.​

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2. Long Index Fund (Benchmark Index)​​

Target Return: Outperform the broader market index

ALTERNATIVE INVESTMENT STRATEGIES HEDGE

1. Directional Long Short Hedge Fund​

Target Return: 10-15% p.a.​

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2. Market Neutral Strategy Hedge Fund​​

Target Return: 8-12% p.a.

PRIVATE EQUITY /
FUND OF FUNDS

1. Entertainment Fund - Concert​

Target Return: 15-40% p.a.​

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REAL ESTATE & HOSPITALITY RELATED STRATEGY

1. Hotel Real Estate Fund​

Target Return: 4-5% per year plus potential upside​

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2. Student Accommodation Fund​​

Target Return: 12-15% per year 

MONEY MARKET AMC

Ultra Hybrid Balanced Investments (AMC)

Target Return: 6% per year with full principle redemption upon maturity​

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FAMILY TRUST

Target Return: Changes based on product chosen according to client’s investment preferences​​

BONDS

1. Basis Vision Fixed Income Fund

Target Return: 10-15% per year 

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2. Local Government Financing Vehicle (LGFV)​

COMMODITIES MARKET NEUTRAL STRATEGY

Zenith Capital VCC

Target Return: 20-40% per year 

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VIRTUAL DIGITAL INDUSTRY / CRYPTOCURRENCY (Indirect Investment)

1. Golden Elephant Technology Quantitative Strategy Asset Management

Target Return: 15% per year 

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2. NVT Convertible Shares

Fixed Coupon 8% p.a.

 

PRIVATE EQUITY FUND

1. Innovest Investment SPC (Innovest HK US equity Fund SP - Class C)

Target Return: 20-30% per year 

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2. HK Environmental Technology LPF

Target Return: 20-25% per year 

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3. Private Equity - Pre-IPO and Venture Capital

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CDS / CDO / Derivatives

1. RWA Issuance

Target Return: 10-15% p.a.​​

CONTACT US

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Our Address: 

Suite 1901, Chinachem Leighton Plaza, 29 Leighton Road, Causeway Bay, Hong Kong

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Our Phone No:

(852) 3701 0330

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Our Email:

ops@basisamhk.com

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