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We are launching Friday Only Club!

Oscar de la Renta chose not to show at New York Fashion Week and instead streamed on Amazon. Is Amazon a suitable forum for a luxury brand? CEO Alex Bolen said, "I'm not sure. But we have to experiment with new ways to get our story out." https://lnkd.in/g4rZMxyb We launched our funds when Covid started and with the halt in travel and tough fund raising environment for emerging managers, we focused on performance and experimented with new ways to reach out to allocators, namely Linkedin posts and YouTube videos which can now be binge-watched on  www.quantflix.com . True, some people say that with the positive fund returns last year for both our long-only equity and multi-strategy funds, and the China fund outperforming its benchmark by its annualized double-digit aim, it was expected that we would pass the $100m mark. But when times are bad, most new investment monies went to well-known funds that are much bigger with a marketing budget that we cannot afford. So every lit...
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Manga Vs Anime

I was discussing Spy x Family with my intern over lunch (no generation gap among Anya fans!) and he asked why people read manga (comic books) when there is anime. I said that reading allows me to imagine more than what is decided for me in the form of animation or even live-action. You would have to imagine a voice for each character. Then you have to visualize in color - since manga is usually in black and white except for the cover.


The ability to think of possibilities might be diminishing in a convenient world where choices are pre-selected for you - be it Google searches or Netflix recommendations. Now we don't have to 'waste time' to think.

I found my first digital camera in storage, which I bought second-hand in college in the late 90s. It was clunky, heavy and didn't have a lot of memory - certainly not as convenient as my cellphone today. The pictures taken were low-res and because of the limited memory I had to be careful not to take too many pictures before I could get to a computer to transfer the photos. So taking photographs was a much more deliberate and thoughtful action because I didn't want to end up with grainy and blurry memories.

This old-school method of mind processing has its advantages when markets are changing quickly, or more accurately, swinging wildly these days. My brain has been "gym-ing" so can run through scenarios, evaluating alternative solutions in 3D. Of course for more complex calculations the computer will always be faster. But sometimes it's more about the interpretation rather than being able to be accurate to 5 decimal places.

Warning: Chauwei's brain sometimes gets short-circuited and comes up with Willy-Wonka-ideas like being a hedge fund influencer who gets paid to drink coffee, beer, or wine, and eat fried chicken. Watch out for my spinoff QuantflixTV series Wine x Hawker Food: unexpected pairings 🍷

#slowlife #spyxfamily #investing #imagination #manga #anime #hedgefunds #camera



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We are launching Friday Only Club!

Oscar de la Renta chose not to show at New York Fashion Week and instead streamed on Amazon. Is Amazon a suitable forum for a luxury brand? CEO Alex Bolen said, "I'm not sure. But we have to experiment with new ways to get our story out." https://lnkd.in/g4rZMxyb We launched our funds when Covid started and with the halt in travel and tough fund raising environment for emerging managers, we focused on performance and experimented with new ways to reach out to allocators, namely Linkedin posts and YouTube videos which can now be binge-watched on  www.quantflix.com . True, some people say that with the positive fund returns last year for both our long-only equity and multi-strategy funds, and the China fund outperforming its benchmark by its annualized double-digit aim, it was expected that we would pass the $100m mark. But when times are bad, most new investment monies went to well-known funds that are much bigger with a marketing budget that we cannot afford. So every lit...
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Influx of family offices from China

I was talking with friends about the extremely impressive resumes - did these kids start as child-labor when they were 12?! - I get from students these days and remarked, "I'm glad I was First Gen". Many US colleges have priority admissions set aside for those whose parents did not have a college education. One friend who also went to an Ivy-League said, "I'm sure you were just good, because many applicants from Singapore were also First Gen twenty, thirty years ago." Even if I was in fact admitted because I was a First Gen, should I feel that I might not have been as good as my peers? Should any advantage in the system make achievements less worthy? I'd say to take every advantage there is as long as it has not been obtained unfairly (or illegally - like photoshopping your face on a crew athlete). After getting in the school, you still have to study hard to get that summa cum laude. Feeling bad about getting that promotion because you think the firm nee...
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The First Edition of Friday Only Club!

  I got a latte art portrait of me today. It's not a "big deal" but shows the barista cares (at 9am in the morning). (No comments on how I look, especially my Bombastic Hair*, unless you look better with no Photoshop in your mid-40s with no makeup). Maybe some would say this is just business, the cafe is trying to get you to buy more coffee. But this is what differentiates a human barista from the Nespresso machine. Recently with year-end celebrations, New Year and Chinese New Year parties, I have been going to fancy wine dinners. I do appreciate the effort, and savings, but after talking to fellow investor friends I realized that sometimes we just need a cool place to chillax and share ideas (aka complain about investments that didn't work out). We can even bring our own wine. This coming Friday Only Club at Gao Cap Bar we'll have an expert talk (while drinking) about how to start an art collection, because a client asked me about displaying art in humid Singapor...
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