CASH Prime Value Equity OFC

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The Product

CASH Prime Value Equity OFC (“Company”) is a Hong Kong public open-ended fund company with variable capital and limited liability incorporated under the laws of Hong Kong.

The fund has been authorized by the Securities and Futures Commission of Hong Kong (“SFC”). However, the SFC registration and authorization do not represent a recommendation or endorsement of the Company nor do they guarantee the commercial merits of the Company or its performance. They do not mean the Company is suitable for all investors nor do they represent an endorsement of its suitability for any particular investor or class of investors.

This website has been prepared and issued by CASH Wealth Management Limited but has not been reviewed by the SFC.

No Offer/Local Restrictions

Nothing contained in or on the website should be construed as a solicitation of an offer to buy or offer, or recommendation, to acquire or dispose of any security, investment or to engage in any other transaction. No information included on this website is to be construed as investment advice or as a recommendation or a representation about the suitability or appropriateness of any advisory product or service; or an offer to buy or sell, or the solicitation of an offer to buy or sell, any security, financial product, or instrument; or to participate in any particular trading strategy. Investors should seek independent financial and tax advice before making any investment decision.

The information on the website you are about to enter is intended for Hong Kong residents only. Non-Hong Kong residents are responsible for observing all applicable laws and regulations of their relevant jurisdictions before accessing the information contained herein. It is your responsibility to be aware of and to observe all applicable laws and regulations of any relevant jurisdiction.

The information provided on the website is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation. All persons and entities accessing the website do so on their own initiative and are responsible for compliance with applicable local laws and regulations. The website is not directed to any person in any jurisdiction where the publication or availability of the website is prohibited, by reason of that person’s nationality, residence or otherwise. Persons under these restrictions must not access the website.

Information on This Website

The Company has taken reasonable care to ensure that the information contained on this website is accurate, current, complete, fit for its intended purpose and compliant with relevant legislation and regulations and, where applicable, the laws of the country of your residence as at the date of issue. However, errors or omissions may occur due to circumstances beyond the Company’s control. The Company does not warrant the accuracy, validity or completeness of the information on this website and assumes no liabilities arising out of or incidental to the trading of any investment products if information contained herein is relied upon. In case the mentioned services have tax consequences, investors should consult their own tax advisers regarding any applicable tax consequences. No liability can be accepted for personal tax consequences taken from this website nor for the effect of future tax or legislative policies. The contents and information in the website will be subject to change without further notice.

Copyright

The materials on this website are protected by copyright and no part of such materials may be modified, reproduced, stored in a retrieval system, transmitted (in any form or by any means), copied, distributed, used for creating derivative works or used in any other way for commercial or public purposes without the prior written consent of the Company. In particular, no one may use a part of our Site on any other website, or link any other website to our Site, without our prior written permission.

Risk Warning

Some of the investment products (e.g. derivative instruments or structured products such as equity linked note) and trading services may not be suitable for all members of the public. Investors should therefore carefully consider whether such investment products and trading services are appropriate in light of their experience, objectives, financial resources and other relevant circumstances. Price and yield of the investment products as well as any income generated therefrom may experience upward or downward movement. Past performance does not guarantee any future performance. There is an inherent risk that the investment products may even become valueless. Investment products denominated in foreign currencies may also involve currency risks. Investments should not be made without reference to the offering documents, which provide detailed information of the products, as applicable.

Connected parties transactions: From time to time, some of our staffs may have subscribed to some of the funds managed by our company. We have internal controls to ensure such subscription is in compliance with company policies and applicable rules and regulations.

Investors should not invest in this product based on the information on this website alone. If investors are in any doubt about any of the information contained herein, they should consult their lawyers,accountants or other professional advisors.

Mr. Wong oversees the asset management business of the Group. He has extensive experience in both buy and sell sides of the financial services sector in Hong Kong and in the US. His wide spectrum of financial services experience spans across investment, fund management, asset management, investment banking, equity research, wealth management and family office. Mr. Wong has also held various management positions, including Head of Asset Management, Senior Fund Manager and Global Head of Trading at China's Sovereign Fund (SAFE Investment) in the past decade. He spent his early years with UBS/GAM, JP Morgan and Morgan Stanley Capital International in the U.S. Mr. Wong is an MBA at University of California, Berkeley, US, a Certified Public Accountant (CPA) and a Chartered Financial Analyst (CFA). He also holds a Master of Law (LL.M.) degree from the University of Hong Kong and a Bachelor of Science degree from University of Virginia, U.S. Mr. Wong is currently a senior lecturer at the School of Business and Administration, Hong Kong Metropolitan University (HKMU), and his sharing philosophy helps him attain the President’s award as one of the university’s best instructors.

Dr Alfred Ma is a portfolio manager and a FinTech practitioner. He holds a PhD in Operations Research from Columbia University, and an MPhil and BSc in Mathematics from the Chinese University of Hong Kong. He is a CFA charterholder, Professional Risk Manager (PRM) of The Professional Risk Managers’ International Association, US, an Associate of the Society of Actuaries (ASA), and a Chartered Engineer (CEng). He also holds the Certificate in Investment Performance Measurement (CIPM) awarded by the CFA Institute. He has been a quantitative investment strategist since 2013 covering different asset classes. He has years of teaching experience in quantitative finance at the Chinese University of Hong Kong, Hong Kong University of Science and Technology, City University of Hong Kong and Lingnan University. Dr Ma holds adjunct professorship at the Chinese University of Hong Kong and City University of Hong Kong. He has published more than 20 articles in peer-reviewed journals including Journal of Computational Finance, Journal of Financial Data Science, and Journal of Asset Management focusing on applying quantitative investment strategies in financial markets.