Button Growth Fund
The investment objective is to achieve long-term absolute returns by primarily investing in equities and index futures in the US, Hong Kong and mainland China markets.
In order to achieve the investment objective, the portfolio manager will take long or short positions which may be leveraged and that are within the boundaries of the stated investment restrictions. The Fund’s net exposure may be highly flexible, depending on the macro cycle and technical indicators of markets.
The Fund’s investment strategy incorporates macro, fundamental, and technical analysis, in order to adjust investment positions according to changes in different market conditions to achieve favorable investment results.
The portfolio manager has his research focus on both macro and fundamental elements considering their huge impact on company valuation. However, the portfolio manager believes that investment decisions purely based on internal macro or fundamental research is prone to mistakes. Hence, he combines technical analysis to act as a second layer of protection and security check. By checking technical momentum, the portfolio manager can review his own macro/fundamental analysis in an objective way.
Mr. Lu was previously a portfolio manager with HJY Capital Advisors (HK) Limited where he managed a long-short equity fund for around three years. Mr. Lu began his career at Daiwa Capital Hong Kong as an equity analyst.
Mr. Lu received his Master of Business Administration in Finance from UCLA Anderson School of Management and holds both Bachelor of Engineering and Master of Engineering from Shanghai Jiao Tong University. Mr. Lu worked as a senior software engineer before transitioning to finance.