OPTIMAS CONTRENDIAN FUND
Contrarian + Trend = CONTRENDIAN
The Optimas Contrendian Fund (OCF) aims to outperform traditional balanced 60/40 portfolios over medium-to-long holding periods while maintaining lower volatility and reduced drawdowns.
Employing a target net long exposure approach across diversified asset classes, the strategy seeks to deliver smoother performance compared to conventional buy-and-hold approaches through our proprietary strength indicators and portfolio construction techniques.
The fund aims to generate an annual return that is similar to that of the global equity market over a complete market cycle, with a lower annual volatility target.
Disciplined, Systematic, Repeatable
OCF achieves its objectives by capturing long-term growth through regularly reviewed diversified asset classes while reducing performance fluctuations via medium-frequency rebalancing.
This approach responds to proprietary strength indicators and cross-asset relationships, enabling the strategy to deliver superior medium to long-term performance without excessive turnover or leverage, ultimately creating a more stable return trajectory for investors.
Diversified Asset Universe
OCF invests in a diversified asset universe spanning equities and non-equities, using the most liquid instruments in each category.
The meticulously-curated asset universe strikes a balance between diversification and conciseness, which is essential for portfolio optimization.
Dynamic Asset Allocation
OCF performs dynamic allocation of the asset universe based on our proprietary portfolio construction algorithm that optimizes between strength and stability
The result is a return profile that outperforms a static buy-and-hold 60/40 portfolio. The strategy works best when assets exhibit divergence with sustainable trends. The strategy performs low-to-medium rebalancing frequency with a target annual total turnover lower than that of its comparable peers.
Industry Recognition
CONTRENDIAN’s Master Fund – the original strategy behind OCF –
was recognized by BarclayHedge as a Top 10 performing hedge fund amongst 145 peers in the Balanced category in its latest ranking, covering the three years ending September 2025.
Experienced Team
Frank Ho has over 20 years of institutional investment research and management experience at global leading hedge funds including Gartmore, Highbridge Capital, Point 72 and Horizon.
Mr. Ho earned a BS and an MEng at Massachusetts Institute of Technology, and an MBA at INSEAD.
Walter Cheung has over 20 years of institutional investment research and management experience at AllianceBernstein, State Street Global Advisors, and leading Asian family offices. Mr. Cheung earned a BS at UC Berkeley, an MS at Stanford, and an MBA at Columbia.
Let's Connect
Having managed the strategy as separately managed accounts since 2023, we are collaborating with Optimas Capital to launch the Optimas Contrendian Fund for the same strategy. We seek partnership opportunities with family offices, fund of funds, external asset managers, as well as private banks for distribution. To find out more about our team, investment process, risk management approach, and performance track record, please feel free to contact us.