Nanhua USA Holding

Investment Services

Adding exposures to liquid alternative investments helps investors optimize asset allocation, potentially enhancing returns while mitigating overall risks of their portfolios.

 

Portfolio Optimization | Alternative Investments

Alternative investments based on futures or options historically have shown low correlations with traditional stocks and bonds. They have the potential to provide attractive return sources that can help reduce volatility and protect portfolios during market downturns. 

Adding exposures to liquid alternative investments helps investors optimize asset allocation, potentially enhancing returns while mitigating overall risks of their portfolios.

 

Product Advantages

Enhanced Diversification

Deliver diversified sources of returns in various market environments

 

Systematic Quantitative Analysis

Using statistical analysis to assess the attractiveness of any trading opportunity; All investment decisions are based on quantitative data analysis

 

Highly Liquid Products

Only trade high-liquid futures and options listed on the Chicago Mercantile Exchange

 

Competitive Risk/Reward Ratio

The flagship strategy's compound annual rate of return is 19.29%, combined with effective risk management to provide a good risk/reward ratio for clients

 

Investment Strategies

Flagship Investment Strategy | Weekly E-mini Program (WEP)

  • Featured S&P 500 option strategy with a proven track record of delivering consistent absolute returns

  • Target 20% returns per year with no more than 7% annual volatility

  • Primarily focus on short duration derivatives- the option expires within 2-8 days, because the time decay is the greatest in these final days. It does this primarily by identifying the option strikes with best risk/reward ratio.

Past results are not necessarily indicative of future result. Trading futures and options involves substantial risk of loss and is not suitable for all investors. The possibility of unlimited loss exists in writing options. You should therefore carefully consider whether such trading is suitable for you in light of your financial condition.

Other Investment Strategies

All Season Program (ASP)

The All Season Program utilizes a hedging mechanism more aggressively than WEP by trading long options closer to the market. In a downward trending market, the hedging module may contribute bigger profits to the entire program.

Metis Tactical ES (MTE)

Metis Tactical ES is guided by a proprietary data-driven, highly stable quantitative trading model developed to trade the E-mini S&P 500 futures. Risk management is built in five separate sub-models, which contain more models within them.

Note: The Weekly E-Mini Program, All Season Program, and Metis Tactical ES Program are traded by Buckingham Global Advisors, LLC, a registered commodity trading advisor in the state of California.

 

Investment Team

Charles Dai

  • Has over 10 years of derivatives trading experience, started trading career at Deutsche Bank Asia in 2008

  • Former Head of Quant Research for a multi-advisor Fund of Funds specializing in allocating to CTAs

  • Holds MBA degree from University of Chicago, Booth School of Business, concentrated on analytic finance

Weiqin Dong

 

  • Former partner at a $1 billion quantitative fund that managed assets for largest pension funds such as CalPERS

  • University of Chicago Booth Business School MBA, CFA charter holder

  • Highest MBA award, Beta Gamma Sigma

  • University of Science & Technology of China undergraduate

Contact Us

 

For more information about our investment services, please contact Nanhua USA Investment by

Tel: + 1  312-374-4885 ext. 802

Contact Us

Chicago Office: 30 South Wacker Drive, Suite 3850 Chicago, IL 60606

Email: info@nanhua-usa.com​

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