SFC CE NO. BQL814
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SFC CE NO. BQL814
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Welcome to BASIS
Guiding Your Wealth to Lasting Success with the BASIC principles of Integrity.
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. “Do 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, REIT, 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.
Management Team
Mr. Sam Lau
CEO, Managing Director
Mr. Sam Lau worked as an investment analyst, investment manager, investment director, head of equity investment and CIO in various firms such as Barings Asset Management, Invesco Asia Ltd, HSBC Investment Management Ltd, BOCI-Prudential Asset Management Ltd, Ping An Asset Management Ltd, CICC Asset Management (HK) Ltd and GF Asset Management Ltd before founding Basis Asset Management Limited in 2020. Mr. Lau has over 35 years of investment and research experience with thorough market knowledge in the Greater China region.
Mr. Lau is a CFA charter holder and graduated from CUHK with an MBA and University of Illinois (Urbana-Champaign) with a BSc in Computer Science and Mathematics.
Mr. Lau received Top House in HK Equity (5-year risk-adjusted performance) – AsianInvestor Magazine Investment Performance Awards in 2004.
Mr. Kyros Kelvin Chan
CIO, Managing Director
Mr. Kyros Kelvin Chan has over 20 years of investment analysis experience and found Basis Asset Management in 2020. He was a Senior Portfolio Manager at GF Asset Management and managed market-neutral hedge funds. Worked as Head of Research at CICC AMHK for 4 years before joining GF Asset Management. He served as a senior analyst and Project Manager at Apex Capital Management with USD1bn AUM from 2006 to 2009.
Prior to that, Mr. Chan was a TMT analyst at Lehman Brothers and the team ranked the best research team in II Survey in 2005 and 2006.
Mr. Chan graduated from the University of Exeter with a Master's in Financial Management and received a BA in Accounting and Financial Management from the University of Sheffield.
What We Offer
Equity Fund
1. Long Only Fund
Target Return: 10-15% p.a
2. Long Only Relative Fund (Benchmark Index)
Target Return: Outperform Index
Alternative Strategy
1. Directional Long Short Hedge Fund
Target Return: 10-15% p.a
2. Market Neutral Long Short Hedge Fund
Target Return: 8-12% p.a
PE / Fund of Fund
1. Entertainment Fund - Concert
Target Return: 15-40% p.a
2. Innovest HK US Equity Fund
Target Return: 20-30% in Global Tech PE
REIT
1. Hotel Property Fund
Target Return: 4-5% yield plus potential upside
Contact Us
Our Address
Suite 1901, Chinachem Leighton Plaza, 29 Leighton Road, Causeway Bay, Hong Kong
Our Email
ops@basisamhk.com
Our Phone No.
(852) 3701 0300
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