Monthly Archives: November 2015

Manager Spotlight November 2015

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Raymond JookRaymond Jook
Founder, Managing Director & CIO,
Avant Capital Management (HK) Limited

AuM: >USD 150m
Strategy: Greater China Long Short Equity and Small-Mid Caps

Sport: Golf, swimming and jogging
Drink: Red wine
Food: Chinese

If you could time travel back to day one of your fund and have 15min with your former self to communicate any lessons you’ve acquired with the intention of saving yourself headaches, what would you tell yourself?
Pay a little more attention to the global macro economies and be more relaxed during times of market volatility. Stressing out during bad times will cloud your investment decision making process. Our fund was badly hit by the European credit crisis in 2011.
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Opinion: Cognitive science exposes a serious mistake made by most asset allocators

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Stephen Duneier
Bija Advisors

Why is it that results “produced” through paper trading are discounted relative to those that are actually generated?

For anyone who has managed capital, the reason is obvious. What a paper trader’s experience lacks is the emotional impact of losses, gains, regret, and accountability. When real money is at stake, repercussions from a misstep can involve serious consequences, and that affects the decision maker, and her process. Read More