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Product

Individual Performance – Goldstream Star Manager Series
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• Goldstream Global Macro Hedge Fund
– USD Product 
– Manager: Anna Zhao
– Method: Adopts a macro top down approach in forming investment thesis and choose across equity, fixed income and derivatives markets in expressing the view.
– Targets: Pursuit annualized net return above 10% with low volatility and drawdown(single digit) 

• Goldstream Global Healthcare Hedge Fund
– USD Product, RMB Product 
– Manager: Victor Li 
– Method: Carry out in-depth studies on China and US healthcare names and construct a global sector portfolio with both countries’ exposures and long and short positions largely balanced.
– Targets: Pursuit annualized net return above 8% with single digit volatility and maximum drawdown.

• Goldstream Global CTA Fund 
– USD Product, RMB Product
– Manager: Wei Xia
– Method: Extract onshore and offshore signals on commodity futures and stock futures and construct the portfolios. 
– Targets: Pursuit annualized net return above 15% with less than 15% of volatility and maximum drawdown (see data).

• Goldstream China Equity Hedge Fund
– USD Product, RMB Product 
– Manager: Oliver Zeng 
– Method: Systematically screen and study China listed companies and construct a long and short portfolio.
– Targets: Pursuit annualized net return above 8% with less than 8% volatility and maximum drawdown.

• Goldstream US ABS FoF
– USD Product 
– Manager: Shumin Li 
– Method: Invest into best performing ABS/ABL hedge funds in the US.
– Targets: Pursuit a net annual return 6-10% with 6% volatility and 3% maximum drawdown (see data).

• Goldstream China Absolute Value Equity Fund
– USD Product, RMB Product
– Manager: Mario Fei 
– Method: Buy China stocks with highest dividend growth.
– Targets: Outperform benchmark (50%HSI+50% CSI300) by 4% per annum with comparable risks.

• Goldstream China Equity Long Only Fund
– USD Product, RMB Product
– Manager: Frank Tian Timothy Zeng 
– Method: Adopt bottom–up approach in picking China stocks with sound quality and reasonable valuation.
– Targets: Pursuit >6% annual return or outperform benchmark (MSCI zhonghua) by 1.5% with comparable risks (see data).

• Goldstream Hong Kong Equity Long Only Fund
– USD Product, RMB Product
– Manager: Frank Tian Timothy Zeng
– Method: Adopt bottom–up approach in picking Hong Kong stocks with sound quality and reasonable valuation.
– Targets: Pursuit >6% annual return or outperform benchmark (HSI) by 1.5% with comparable risks (see data).

• Goldstream A Share Equity Long Only Fund
– USD Product, RMB Product 
– Manager: Frank Tian Timothy Zeng 
– Method: Adopt bottom–up approach in picking A-share stocks with sound quality and reasonable valuation.
– Targets: Pursuit >6% annual return or outperform benchmark (HSI) by 1.5% with comparable risks (see data).

 

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