Adaptive Strategies to Capture Tech Trends in Asia | Alpha Uncovered X Alteca Fund

Recorded on 13 Mar 2024🎙Convo with Ryan Lee, Portfolio Manager, Alteca Fund hosted by Alvin Fan, CEO, OP Investment Management (OPIM) (0:00) Intro (0:39) Turning it Around - The 2022 Comeback Story (3:32) Doubling Down on Disruption - Bets on AI and semis pay off (5:07) Korea's AI story (6:49) Leveraging Japan opportunities amid US-China tensions (9:54) Adjusting Asia Exposure (12:14) New product launches, partnering with Korean brokers (13:47) Disclaimers As geopolitical tensions rise, Ryan of Alteca Fund shares how shifting bets from China to the US, Korea, and Japan has fueled returns. He details profitable positions in AI and semiconductors in 2022. With a more value-focused approach, Ryan also explains reducing China exposure. As the US favors partners like Japan, Ryan sees arbitrage opportunities. Looking ahead, Ryan plans to leverage success by launching new Korean products and ramping up research on Japan to capture growth. This discussion offers insight into the fund's adaptive strategies delivering disruptive returns amid Asia's evolving landscape. OPIM - ⁠⁠⁠⁠⁠⁠LinkedIn (OP Investment Management)⁠⁠⁠⁠⁠⁠ // ⁠⁠⁠⁠⁠⁠X (@opim_hk)⁠⁠⁠⁠⁠⁠ // WeChat (hedgefund_club) // ⁠⁠⁠⁠⁠⁠Website (www.opim.com.hk)⁠⁠⁠⁠⁠⁠ FOR INFORMATIONAL PURPOSES ONLY This video shall not be published, circulated, reproduced or distributed or commercially exploited in any manner otherwise, in whole or in part, without the prior written consent of OPIM. Any trademarks, logos and related intellectual property rights in this video are either owned by OPIM or other third parties. This video or any of its contents have not been reviewed by the SFC or any other regulatory body. All information is provided solely for informational purposes only and is neither to be taken as advice or recommendation for any specific investment product, strategy, plan, feature or other purpose in any jurisdiction, nor intended as an offer or solicitation of offer for purchase or sale of units of any funds, shares of securities or any financial instruments. This video or any of its contents do not constitute an endorsement, offer or solicitation of offer for purchase or sale of any financial instruments or services by OPIM. All information including facts, opinions, projections and estimates based on the judgement of the author is provided “as is” and may be subject to change without notice. OPIM has no obligation to ensure such updates are brought to your attention. The information in this video has been prepared from sources OPIM believes to be reliable and without consideration of the objectives, financial situations or needs of any particular viewer. OPIM does not warrant the completeness, accuracy or reliability of any material or information and does not assume responsibility for any error of facts or opinions or for damages arising out of any person’s reliance upon such material or information. You should make independent assessment of any legal, regulatory, tax, credit and accounting implications and consult with professional advisor(s) as you consider necessary regarding any information provided in this video.

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