Leading sustainable research & quant hedge fund

1. 《 Quant Fund 》
Risk Transparency . Extraordinary Opportunity
Leading Quant Research for Sustainable Returns
Absolute Strengths : Absolute Returns
November 2012

2. What is Finamatrix Quant Fund or FQF ？
“FQF” is an exclusive fund by Finamatrix originating from Singapore. FQF is a world-
class new offering that invests in global futures, currencies and other derivative
instruments. Implementing advanced quantitative modeling and analysis, we automate our
algorithms for the creation of next-generation trading systems that perform with utmost
precision for risk-return control. FQF achieves high probability absolute returns in either
bull, bear or highly volatile markets.
“FQF” Highlights
 A leading offshore financial management and research team.
 Quant-focused / algo-trading, removes emotional human elements.
 Historical annualized returns of 100% or more.
 Monthly drawdown not more than 2%.
 To achieve good returns, 12 months lock-up necessary with monthly settlement.
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3. How to achieve absolute returns ？
“FQF” is able to achieve absolute returns which is dependent on the
following factors ：
Investing in global futures, currencies and other derivative instruments that allow both long
and short positions, offers opportunities for profit in any market direction.
FQF is developed and tested by a leading team, utilizing high level quantitative analysis and
automated algorithmic trading systems. Massive data-mining and extensive modelling have
been performed to generate high-probability volatility trading opportunities, implemented with
computerized trading so as to avoid emotional human elements.
Strict risk control: stop-loss vs return targets are calibrated to achieve predictable
performance. Average trading turnaround time is within 1 hour. Capturing hedging
opportunities, avoiding system-related risks is top priority.
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4. Leading quant risk team: high-probability returns
Finamatrix originates from Singapore in year 2000 and has focussed on leading quantitative
research in achieving sustainable returns utilizing risk cybernetics technologies. From the
beginning, the firm uses own capital while the founder Dr. Lanz Chan has managed over a
billion US dollars in assets over the past decade. Finamatrix leads in creating automated
trading expert advisors.
Protecting our reputation is the key driving force of our organization.
Dr. Chan and Tsinghua University professor have cooperated to offer leading hedge fund research.
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5. Investment Philosophy
- Extraordinary returns stem from extraordinary risk management.
- Fundamental research and technical analysis both of equal importance.
- A perfect blend of global views and local knowledge.
- Trading strategies adaptable to market changes.
- Team as foundation, technology as priority.
- Global perspectives, multi-investment opportunities.
- Financial markets present trends.
- Patterns appear in nature as well as in Science and Finance.
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6. Financial Technology: Myriad of decisions in a multi-factor Quant generation
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7. Core Trading Strategies
核心策略–活跃的交易
平
衡
每
个
市
场
/
策
略
风
险

8. Trading Strategy Portfolio – Risk Management
风险监控
VaR 评估系统，投资组合波幅、总多仓 / 空仓风险部位
总风险 / 净风险部位﹑总资本配置、行业分布、个股分布
部位准则 停损准则
- 总 / 净风险部位
- 投资策略
投资概念的组合 - 每个交易 ( 按策略计 )
- 每天 (X%)
- 每个工具 (per instrument) - 每月 (Y%)
风险分散
资产类别 投资策略 地域分布
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9. Advanced Algo-Trading . Disciplined Execution
依靠先进的程序化交易平台，实现全自动化执行交易指令。全程
无人工干预，有效避免人性弱点。
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10. Automated Algo-Trading Platform
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11. “FQF” Monthly Performance
Average Monthly Return: 24.52 %*
Annualized Return: 294.29 %*
*before deduction of management and profit fees.
11 机密

12. “FQF” Real Performance (Mar-Sep 2012)
Investment Instruments: Any liquid financial derivatives that allow long/short
transactions that include but not limited to global futures, currencies, options,
etc.
Total return ： 171.67 % (before deduction of all fees)
Winning probability ： 75 % and above
Monthly drawdown ： -1.45 %
Yearly drawdown ： 0%
12 机密

13. “FQF” Performance Chart
Investors require patience in achieving profits, hence a lock-up period is necessary. Above
results have been audited and available online.
13 机密

14. FQF General Information
Manager Finamatrix
Fund Size No limitation on capital size.
Client Status All clients must be qualified investors.
Risk Disclosure All clients must understand the full risks involved.
Tax Obligations Clients shall be responsible for all personal tax liabilities.
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15. FQF Terms: Tranche 1 with 75% Protection
Structure Open-end monthly subscription
Investment Scope Financial derivatives that offer long/short positions including but
not limited to futures, currencies, options, etc.
Subscription Minimum USD 500.
Lock-up 12 months (early redemption fee of 10% initial capital)
Capital Protection 75% for 12 months
Subscribe/Redeem Subscription fee of 1% + approx. 3% transfer fees.
No redemption fee after 12 months.
Expected Return Annualized 50% and above
Historical Return Annualized 100% and above
Fees Monthly settlement on last trading day of each month.
Management fee: monthly 1% of NAV.
Profit fee: monthly 30% of profit component.
Broker FxPro
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16. FQF Terms: Tranche 2 with 100% Protection
Structure Open-end monthly subscription
Investment Scope Financial derivatives that offer long/short positions including but
not limited to futures, currencies, options, etc.
Subscription Minimum USD 50,000.
Lock-up 12 months (early redemption fee of 10% initial capital)
Capital Protection 100% for 12 months
Subscribe/Redeem Subscription fee of 1% + approx. 3% transfer fees.
No redemption fee after 12 months
Expected Return Annualized 50% and above
Historical Return Annualized 100% and above
Mgt/Profit Fees Monthly settlement on last trading day of each month.
Management fee: monthly 1% of NAV.
Profit fee: manager keeps returns above annual 10% returns.
Eg. annual return is 30%, client keeps 10%, manager keeps 20%.
Broker FxPro
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17. FQF Subscribe/Redeem Process
Roadshow Finamatrix provides details and answers queries.
Agreement Client approves agreement and submit scanned photo ID.
Funding Client makes online transfer to PayPal.com account : info @ finamatrix.com
using unionpay or credit card. PayPal FX spreads are about 6% and
credit card charges are about 1.5-3%.
OR bank wire USD/CNY to designated bank account. Only bank
charges apply.
Funds will then be transferred to Finamatrix trading account which will normally
take 3 to 5 working days. Confirmation email will be sent to client.
Updates Weekly report will be sent via SMS/email.
Redeem Contact info @ finamatrix.com to redeem funds via PayPal account or bank
account.
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18. Contact
Dr. Lanz Chan, Ph.D.
Director, Finamatrix
Professor, Tsinghua-Galaxy Alternative Investments (Beijing)
Director (China), Galaxy Asset Management (HK/Shanghai)
Director, WEHP Management Consulting (Shenzhen)
Director for leading alternative investment firm, Galaxy Asset Management; Adjunct
professor with Shanghai Jiao Tong University; consultant to Monetary Authority of
Singapore. Dr. Chan has 15 years of experience in the finance sector beginning from JP
Morgan, Franklin Templeton to UBS. He has directly managed more than 1 billion dollars in
assets.
Email: lanz @ finamatrix.com
Tel: +86 1323 2266 928
QQ/WeChat: 544908998
linkedin.com/in/lanzchan
Finamatrix.com
Tsinghua-Galaxy.com
WEHP.com.cn
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19. Disclaimer:
This material is intended for distribution to specific persons and professionals. Without
prior written express permission, this material is not to be altered or transmitted in any way,
copied or distributed.
Investments possess risks. This material is only provided for reference and in no way
does it guarantee profits. Customers choose according to their own judgement and are
responsible for their own decisions.
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