Maximizing Upside in Volatile Markets | Alpha Uncovered X Quarktek Global (Part 2 of 3)

Recorded on 27 Mar 2024 (Part 2 of 3)🎙Convo with David Chen, CIO, Quarktek Global hosted by Alvin Fan, CEO, OP Investment Management (OPIM) (0:00) Intro (0:07) Reading Between the Lines of Macro Trends (1:37) Adapting to Evolving Economic Conditions (2:12) Navigating Changing Monetary Conditions and China's Economic Transition (5:32) Doubling Down on Asia's Tech Powerhouses (9:35) Disclaimers Alvin continues the discussion as David shares his framework for constructing a concentrated portfolio to generate alpha while managing downside risk amid changing geopolitical and economic conditions impacting tech markets globally. He also analyzes regional trends and their implications. 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// WeChat (hedgefund_club) // ⁠⁠⁠⁠Website (www.opim.com.hk)⁠⁠⁠⁠ FOR INFORMATIONAL PURPOSES ONLY This video shall not be published, circulated, reproduced or distributed or commercially exploited in any manner otherwise, in whole or in part, without the prior written consent of OPIM.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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