Our Unique Investment Approach

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Our unique approach centres around the needs of the client in managing real estate & other assets and then investing cashflow from these assets using our proprietary quantitative investment models in the major asset classes.

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Real Estate

For clients with real estate portfolios, CAI can turn a simple family office into a full-fledged real estate investment management firm. Our specialty involves helping the client re-structure their cashflow and yield profile for better performance. This involves careful planning of land and asset use, project management to unlock value, and careful negotiation with partners and counterparties towards a common goal.

Sometimes these cross-border deals require currency or interest rate hedging, which our investment team manages for clients as well, on top of portfolio performance.

Giving you an investment edge

Strategies taking advantage of human behaviour

For non real estate-related investment management, CAI carefully monitors as many as 70 liquid markets worldwide spanning equities, fixed income, commodities, energy, interest rates and foreign currencies.

Our investment philosophy centres around observing human behaviour in the markets, and to unlock investment returns off consistent market behaviour.

Quantitative Models

An example of our investment process using a quantitative screening process:

Our investment framework uses several screens to reach high conviction execution

  1. The 1st screen looks at who’s strongest in our chosen universe
  2. The 2nd screen looks at probability of prices finding stable-state zones
  3. The 3rd screen looks at consensus by other professionals (as price targets)
  4. The 4th screen is the entry screen: tactical models to go long or short

Other analysis tools we may also use to boost trade confidence levels:

  • Correlation analysis with the major asset classes (also to find out what can hedge this asset best)
  • Seasonal tendencies of the asset (or of strongly correlated assets)
  • Currency flow analysis (for short term entries)

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The 1st screen looks at who’s strongest in our chosen universe

The 1st screen looks at who’s strongest in our chosen universe

Screen #1: identify emerging trending assets in your investment universe

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The 2nd screen looks at probability of prices forming bell curves

The 2nd screen looks at probability of prices forming bell curves

Screen #2: Identify probability price zones of Ping An where the market tends to congregate (note the existence of many bell curves/ price area distributions)

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The 3rd screen looks consensus by other professionals (for targets)

The 3rd screen looks consensus by other professionals (for targets)

Screen #3: Consensus Screen (for target prices + management use)

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The 4th screen is the entry screen: tactical models to buy/short

The 4th screen is the entry screen: tactical models to buy/short

Screen #4: Tactical entry using market timing models: Ping An Insurance (HKSE)

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The 1st screen looks at who’s strongest in our chosen universe

The 1st screen looks at who’s strongest in our chosen universe

Screen #1: identify emerging trending assets in your investment universe

Screen #1 Equity Example (Only Ping An Insurance listed on the HKSE is a candidate)

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The 2nd screen looks at probability of prices forming bell curves

The 2nd screen looks at probability of prices forming bell curves

Screen #2: Identify probability price zones of Ping An where the market tends to congregate (note the existence of many bell curves/ price area distributions)

Price movement of Ping An Insurance in 4 Jan to 19 Jan 2016 (conforms to the market price distribution profile of the same time period)

Cross-checking 12-year HK Hang Seng Index seasonal tendencies

1-year portfolio correlations (Ping An vs HSI)

(Using the intermarket correlation screen) comparing 12-year S&P500 Index seasonal tendencies


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The 3rd screen looks consensus by other professionals (for targets)

The 3rd screen looks consensus by other professionals (for targets)

Screen #3: Consensus Screen (for target prices + management use)

Screen #3: Peer consensus scan


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The 4th screen is the entry screen: tactical models to buy/short

The 4th screen is the entry screen: tactical models to buy/short

Screen #4: Tactical entry using market timing models: Ping An Insurance (HKSE)

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Multi-asset class strategies (because one asset class isn’t good enough for you.)

Our main uniqueness lies in our ability to make high probability investment decisions across the major asset classes. This provides the engine for future client cashflows.[/vc_column_text][/vc_column][/vc_row]