OCTAGON CAPITAL
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OCTAGON TACTICAL SHORT FUND                                                                                                            

Octagon Tactical Short Fund is an aggressive short bias directional equity fund that seeks to achieve capital appreciation in down markets and capital preservation in up markets, by tactically exploiting short opportunities across Pan Asia.  The Fund will vary its net exposure between -20% to 200%, maintaining net short at all times.

The Fund provides actively managed short exposure for investors who are looking to express a negative tactical market view, or to have a structural hedge for their long-biased portfolios.

For more information, please logon or contact us.

 

BOARD OF DIRECTORS

In addition to Lam Poh Min and Nelson Chia, Mr. Ronnie Wu and Mr. Lawrence Ka  have been appointed as independent Directors of the Fund.

RONNIE WU

Mr. Ronnie Wu is the founder and Chief Investment Officer of Penjing Asset Management (HK) Ltd, a HK-based company with 9 professionals.  He focuses on hedge fund research and selection, overall portfolio construction and macro overlay.  Mr. Wu was the co-founder of Vision Investment Management Ltd (VIM) in June 2000.  As Head of Investment, he oversaw all investment related activities, such as due diligence, manager selection, asset allocation, portfolio construction, performance analysis, and risk management.  Mr. Wu joined VIM from UBS Global Asset Management in Hong Kong where he was hired as Associate Director in ’97, a key team member responsible for managing two market-neutral, multiple strategies fund of hedge funds.  Prior to UBS, Mr. Wu spent four years at Chase Asset Management in New York, where he was in portfolio management.  Mr. Wu holds a B.S. degree in Finance from University of Portland, USA and an MBA in Finance from San Diego State University, USA.  Mr. Wu is a Chartered Financial Analyst.

LAWRENCE  KA

Mr. Lawrence Ka is a co-founder and the Portfolio Manager of Penjing Asset Management (HK) Ltd. His primary responsibilities include leading the research on market independent strategies and operational due diligence on hedge fund managers. Prior to joining Penjing Asset Management (HK) Ltd, Lawrence Ka was Director of UBS Global Asset Management in Hong Kong, where he was portfolio manager of a number of market neutral global fund of funds since 1998. Lawrence Ka has also worked as an analyst with ING Barings and Standard Chartered Bank respectively. Prior to those positions, he was a foreign exchange and fixed income dealer with Bank of Tokyo, Kleinwort Benson and Bank of Bermuda in turn, over a 9-year period. Lawrence Ka holds Bachelor's Degree in Economics and Management from the University of Hong Kong. He is also a Chartered Financial Analyst and Certified Public Accountant.