Quarktek Global SPC – SP1

Investment Objective

The investment objective of the Fund is to achieve long-term absolute returns by investing in growth stock in the technology hardware sector globally with a focus in the United States and the Asia Pacific region including Japan.

Investment Strategies

The portfolio manager will seek to achieve the investment objective by looking at opportunities in both long and short positions. The portfolio manager will adopt a balanced approach on both bottom-up and top-down strategies. In terms of bottom-up strategies, the portfolio manager will target more than 300 companies in the technology hardware sector globally on an annual basis, and select approximately 20 to 30 leading companies for investment. The portfolio manager will develop the Fund’s core holding position depending on Net Asset Value of the Fund.  Volatility risks will be managed through macro-hedging.

Portfolio Manager
Mr. CHEN Hsi An, David

Mr. Chen has over 20 years of experience in TMT strategy. Mr. Chen was the Head of Equity Investment Department of Invesco Taiwan Limited, senior Investment Manager at Pictet Asset Management (Hong Kong) Limited managing Pictet Greater China Fund. Prior to that, Mr. Chen was senior Investment Manager at Amundi Hong Kong Limited managing Amundi Hong Kong’s Korea and Taiwan portfolios.


Mr. Chen obtained his Master’s degree of commerce in applied finance and Bachelor's degree of economics from the University of Queensland.  He is also CFA charter holder.

Mr. LAI Yu Jang, Arthur

Mr. Lai has over 20 years of experience in technology hardware sector research.


Mr. Lai started his sell-side career in Citigroup Global Markets Taiwan Securities Company Limited and had been research director and head of greater technology research where he coordinates the company’s global research efforts and covers the Asia tech component sector.


Mr. Lai was ranked as No. 1 individual/team vote in the hardware technology sector of the Institutional Investor All-Asia research survey for three times from 2019 to 2021. He was also awarded No. 1 Stock Picker in Electronic Equipment in the 2014 Thomson Reuters Starmine analyst awards.


Mr. Lai obtained his bachelor’s degree in applied economics in National Chung Hsing University and a MBA from National Yang Ming Chiao Tung University (formerly known as Ciao Tung University in Hsingchu Taiwan). 

Fund Facts
Cayman Islands
Investment Manager
Quarktek Capital Limited
Sub-Investment Manager
OP Investment Management Limited
Last updated: January 2023
We use cookies to improve the website performance and user experience. If you continue to use this website, you are agreeing to their uses. Learn more about our policy disclosure.


Terms of Use and Disclaimers



OP Investment Management Limited (“OPIM”) is a regulated institution in Hong Kong by the Securities and Futures Commission (“SFC”).


This website contains information about OPIM and may reference services and products offered by OPIM.


By proceeding, you are representing that you have understood and accept the restrictions set out in this section.


The website is prepared by OPIM and has not been reviewed by the SFC.



Legal and sales restrictions


The contents of this site are intended for Professional Investors’ use only. “Professional Investor” has the meaning ascribed to it in the Securities and Futures Ordinance (Cap 571) (“SFO”) and its subsidiary legislation. If you are not a “Professional Investor”, you shall not accept these Terms of Use and Disclaimers.


The contents of this site are not intended for distribution to any person in any jurisdiction where (by reason of that person’s nationality, residence or otherwise) OPIM or its affiliates would be subject to license or registration requirements of that jurisdiction, or the publication or availability of the contents is prohibited.


You are responsible for observing all applicable laws and regulations of the relevant jurisdictions before proceeding to access the information contained herein. All information on this Website is solely prepared for communications with persons which are authorized to receive such information under applicable laws.

No Offer


This site is for informational purposes only. Neither the information nor any opinions contained in this site constitutes a solicitation or offer by OPIM or any of its affiliates to buy or sell, whether as principal or agent, any securities, futures, options or other financial instruments or provide any related service or investment advice in any jurisdiction or country where such distribution or use would be contrary to local laws or regulations. The information contained in these pages is not intended as any investment advice. Persons accessing these pages should obtain appropriate professional advice when necessary.



No Warranty


Although the information on this site is obtained or compiled from sources believed to be reliable, OPIM cannot and does not warrant the accuracy, validity, reliability, timeliness or completeness of any such information.


OPIM expressly disclaims any warranties of merchantability or fitness of a particular purpose or duties of care. All information on this site is provided "as is", and is subject to change without prior notice.



Limitation of Liability


In no event will OPIM or its affiliates be liable or have any responsibility for damages of any kind, whether direct, indirect, special, consequential or incidental, resulting from access or use of, or inability to access or use, this site or any sites or pages linked to this site, including (without limitation) damages resulting from the act or omission of any third party, even if OPIM or its affiliates has been advised of the possibility thereof. OPIM and its affiliates assume no responsibility for ensuring that the functioning of this site will be uninterrupted or error-free.



Use of Links


Should the viewer leave this site via a link contained herein, and view content that is not provided by OPIM, the viewer does so at its own risk. OPIM is not responsible for damages or losses caused by any delays, defects or omissions that may exist in the services, information or other content provided in such site, whether actual, alleged, consequential or punitive. OPIM makes no guarantees or representations as to, and shall have no liability for, any electronic content delivered by any third party or have any responsibility, including without limitation, the accuracy, subject matter, quality or timeliness of any electronic content.



Copyright and Trademarks


OPIM and other parties own the trademarks and logos displayed on this site. These may not be used without the written permission of OPIM or the party owning these. Also, the information on this site are protected by copyright and no part of it may be copied, transmitted, disseminated, sold, distributed, published, broadcasted, circulated, stored for subsequent use or commercially exploited in any manner without the prior written consent of OPIM.



Internet Security


OPIM does not represent or warrant that no viruses or other contaminating or destructive properties will be transmitted or that no damage will occur to your computer system. You hereby acknowledge and confirm that the internet is not a secure medium where privacy can be ensured, and that complete security and confidentiality over the internet is not possible at this time.


You have sole responsibility for adequate protection and back up of data and/or equipment and for undertaking reasonable and appropriate precautions to scan for computer viruses or other destructive properties.


OPIM shall not be responsible or liable for any harm that you may suffer in connection with any such breach of confidentiality or security.


OPIM also makes no representations or warranties regarding the accuracy, functionality or performance of any third party software that may be used in connection with this site.





The information contained on this site is subject to modification and update from time to time without notice.



Additional Terms


Certain sections or pages on this site may contain separate terms and conditions which are in addition to these terms and conditions. In the event of a conflict, the additional terms and conditions will govern for those sections or pages.



Governing Law


Use of this site shall be governed by the laws of Hong Kong Special Administrative Region.