Combining Deep Market Insights and Innovative Approaches to Drive Consistent Alpha

Our strategy is grounded in a disciplined, research-driven approach to identifying market inefficiencies and capitalizing on opportunities across various sectors. We leverage a combination of fundamental and technical analysis along with macroeconomic insights to capture shorter-term movements in equities, designed to deliver superior risk-adjusted returns. Our focus is on sectors and markets where we see the greatest potential for growth, including technology, AI, and emerging markets, while maintaining the flexibility to adapt to changing market dynamics. Risk management is integral to our process, ensuring capital preservation even in volatile environments through various option hedging strategies. By remaining opportunistic and forward-thinking, we aim to consistently outperform benchmarks and deliver long-term value to our investors.

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About
our Founder

Kevin Zhang is a seasoned investment professional with a strong foundation in financial markets and wealth management. A graduate of the prestigious co-op management program at the University of Toronto, Kevin began his career at TD Waterhouse, a prominent wealth management firm in Toronto. However, early on, he realized that traditional approaches limited the potential to consistently outperform the markets. Driven by a passion for financial independence and a desire to maximize returns, Kevin embarked on a global journey, attending industry seminars and learning from top experts.

Under the mentorship of a seasoned professional from a prestigious Wall Street trading firm, he honed his skills in market analysis and trading strategies, ultimately becoming a consistently profitable, self-sufficient trader. Over time, Kevin successfully managed his own long-term portfolio and gained expertise navigating complex financial markets. Armed with proven results and deep market insight, he decided to channel his knowledge into launching a private fund. Today, he leads a dedicated team committed to helping clients manage and grow their financial future with the same rigor and commitment to excellence that defines his own success.

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Contact Us

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