Ovata Capital believes a combination of discretionary and quantitative investment processes, together with a mix of different time horizons and geographies, creates a robust and well-diversified investment business. Multiple investment specialists work collaboratively to provide optimal diversification of risk and return streams.
The investment objective is to generate absolute return uncorrelated with general equity market performance. The four core equity strategies — Arbitrage, Relative Value, Event, and Long / Short — aim to be complementary and are underpinned by a consistent, low-net risk framework.
The investment process seeks to isolate and capture alpha while minimizing exposure to systematic risks, such as market, country, sector, and style factors. Risk capital is dynamically allocated between the four core strategies based on opportunities throughout the market cycle.
James Chen is the Founder and Chief Investment Officer of Ovata Capital.
He has 25 years of investment experience in global equity markets. Prior to launching the Fund, James established and led the Asia equities business for BlueCrest Capital Management.
There are several unique advantages at Ovata Capital that we feel provide our business and Fund with a competitive edge:
Risk management is ingrained in the investment and portfolio construction process. The Fund isolates alpha via low net exposure to market, country, sector, and style factors. Our risk management framework is comprised of objective limits, quantitative models, and discretionary oversight. The Chief Investment Officer manages a central risk book, both for best ideas and fund-level tail hedges, in conjunction with an investment committee that meets bimonthly and via oversight from an independent Chief Risk Officer. Our systems, processes, controls, and technology infrastructure are key pillars in our mission to produce consistent and repeatable investment results.
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