Hantec Wealth Management

Hantec Wealth Management

Hantec Wealth Management

We treat our clients and colleagues with integrity, honesty, and compassion, which stems from thoughtful communication and results in a truly meaningful and rewarding experience for both the client and the firm.

System Engineering Thinking Approach To Asset Management

System Engineering Thinking Approach To Asset Management

We adopt a rigorous system engineering approach to the asset management process to identify causal relationships between investment performance and influencing factors and optimize investment return within budgeted risk tolerance and other constraints.

Who We Are

OUR MISSION

The mission of Hantec Wealth Management is to offer our clients the best asset management and financial planning services available. Our area of expertise is helping clients by:

  • Approaching financial complexity with systematic thinking

  • Aligning critical resources to achieve meaningful goals

  • Providing creative solutions to outperform

  • Inspiring trust and confidence to build a long-term relationship

  • Assuring our customers' financial security so they can concentrate on other aspects of their lives

OUR VALUE

We treat our clients and colleagues with integrity, honesty, and compassion which stems from thoughtful communication and results in a truly meaningful and rewarding experience for both the client and the firm.

OUR BACKGROUND

Hantec Securities (“Hantec”) was founded in 1986, establishing the first licensed company under this brand, offering securities brokerage services in Hong Kong, and Hantec Wealth Management Co. Ltd is a licensed company with SFC Type 4 and 9 licenses, providing asset management services under the Hantec Brand. We are a boutique investment firm specializing in offering customized and innovative investment solutions to clients. We actively seek value across a wide range of asset classes and skillfully employ innovative approaches to achieve superior risk-adjusted returns. We focus on the invested companies' competitive advantages, business structures, and culture in order to capture long-term excess returns while limiting volatility and negative price risks through the use of effective options hedging strategies. Our portfolio management team consists of investment professionals with strong economic, engineering, and mathematical backgrounds, and we believe that consistency and stability are the keys to long-term investment success. We realize this belief through a team-oriented approach to collaborating efforts, ideas, and decades of industry experience in managing assets and low-volatility investing.

How We Invest

INVESTMENT PHILOSOPHY

“There is an art to science, and there is a science to art: the two are not enemies, but different aspects of the whole.”
Isaac Asimov, American Writer

We believe that investing is not just a science or an art. It is both. Using one's good judgment, intuition, common sense, and experience to assimilate information and make wise decisions is the art. The science is to use quantitative analysis, financial models, and risk management tools as frameworks for putting investment decisions into practice and producing expected results.


Astute portfolio strategists acting as architects develop investment ideas with the potential to outperform the markets, and meticulous investment engineers implement them with robust risk control to deliver superior risk-adjusted returns, similar to how architects and engineers collaborate in the building industry.


We believe that the key to delivering consistent returns for clients lies in having a robust investment process, which eliminates human emotions or behavioural biases that are prone to create investing errors. As a result, in strong markets, a carefully crafted portfolio will outperform, while in poor markets, it will protect our client’s capital.

INVESTMENT STRATEGY

looking up city
1

Bespoke for specific investment themes and time horizon

2

Fundamental-oriented approach in investment selection

3

Taking advantage of crowds’ bias for timing investment

4

Incorporating non-linearity characteristics (options) for optimizing the risk-and-return tradeoff

INVESTMENT PROCESS

1

Macro and industry analysis to identify investment themes and narratives

2

Sector analysis and asset class selection to manifest those themes

3

Fundamental screening to dig out underlying assets based on business model, financial and valuation analysis

4

Structure investment strategy to give best realization

5

Formulate portfolio construction strategy & risk management overlay

6

Lay down sell discipline

(for examples extended valuation, portfolio rebalance and negative company or industry changes)


RISK MANAGEMENT

We believe that the objective of investing is to achieve a balance between maximizing the expected return on investment and avoiding risk in order to profit consistently over the long run, as opposed to making money quickly by luck. Our risk management system comprises four risk-mapping quadrants that identify, classify, forecast, and control risk events and their possible consequence proactively rather than reactively. Our goal is to secure our clients' investment capital while providing the best risk-adjusted return possible.

SPECIFIC RISK CONTROL
SYSTEMATIC RISK CONTROL
Selectivity in competitiveness and long-term profitability of companies’ business models
Business
Risk
Human
Risk
High standards of professionalism and morality, team-based and rule-based decision-making, robust internal control
Bespoke options strategies for hedging & discipline in valuation and liquidation
Price
Risk
Overall
Risk
Overall portfolio risk control through appropriate position sizing and sufficient diversification
QUALITATIVE RISK
CONTROL
QUANTITATIVE RISK
CONTROL

OUR TEAM

PATRICK YIU
Managing Director

  • B.S.Sc in Economics (CUHK)

  • 20+ years of experience in investment and asset management

  • Previously served as senior management positions in research and asset management departments of various listed companies in Hong Kong

  • Frequent guest speaker and columnist for major media and online platforms, prominent newspapers and magazines in Hong Kong , e.g. TVB, Economic Journal and Economic Digest etc

ERIC LAU CFA FRM CFP
Chief Operating Officer

  • B.Sc. in Mechanical Engineering (HKU)，M.Sc. in Financial Engineering (CityU HK)

  • 23+ years of experience in financial industry engaging in asset and wealth management, investment banking and securities and futures broking services

  • Specializing in options strategies, quantitative investment and risk management

ANTHONY TSANG
Quantitative Portfolio Manager

  • B.Sc. in Electrical and Electronics Engineering (HKU)

  • 25+ years of experience in semiconductors and financial industries

  • Specializing in investment involved advanced technology, sophisticated engineering and system integration

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