What Optimas Capital does

Optimas Capital is a privately-held Asia-focused asset management firm founded in 2016 and headquartered in Hong Kong, with regulated operations in Singapore and a research office in Taipei. The firm is licensed by the Hong Kong Securities and Futures Commission (SFC Register BGX071) and the Monetary Authority of Singapore, and serves professional investors exclusively under applicable Hong Kong regulations.

The firm operates a multi-product investment platform across two asset classes. In hedge funds, it runs the Optimas Global Alpha Fund, a fundamental equity long/short strategy targeting Asia and Asia-related equities with a stated objective of low volatility, low drawdown, and low market correlation, alongside the Optimas AI InsightEdge Fund, a machine-learning quant strategy focused on China A-shares and other Asia equities that applies algorithms, AI, and data science to generate alpha. In private markets, it runs Optimas Capital Partners, a growth-oriented technology-focused private equity vehicle targeting market-leading businesses globally, supported by a CIO hire with prior Goldman Sachs and Deutsche Bank M&A experience. More recently it has added the Optimas South Asia Fund covering India and ASEAN equities.

Optimas monetizes through management fees and performance fees on its fund products, distributed directly to qualifying professional investors without intermediaries. Distribution relies on relationships held by a leadership team drawn from Credit Suisse, UBS, Goldman Sachs, Bank of America Merrill Lynch, Nomura, Och-Ziff, and JP Morgan, leveraging institutional capital markets networks across Asia. The firm commits at least 1% of performance fees annually to charitable activity through the Optimas Foundation, established in 2019 as a registered charity in Hong Kong.

Name

Optimas Capital

Legal name

Optimas Capital Limited

Website

https://optimascap.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

11–50 employees

Short description

Optimas Capital is a Hong Kong-based, SFC- and MAS-regulated asset manager founded in 2016 that runs Asia-focused hedge fund, AI/ML quant, and growth-tech private equity strategies for global professional investors.

Ownership category

akta.pro rank

Product category

Asset Management (Asia-focused Hedge Funds and Private Equity)

NAICS

Portfolio Management and Investment Advice (523940), Other Investment Pools and Funds (5259), All Other Financial Investment Activities (52399)

SIC

Investment Advice (6282)

akta.pro primary industry

Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC)

Keywords

• Asia equity hedge funds
• Private equity investments
• Machine learning quant fund
• Asset management services
• Growth technology investing

Headquarters

HQ city

Central

HQ country

Hong Kong SAR China

HQ region

Asia

Offices4 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Revenue model

1. Hedge Fund Management: Management fees and performance fees from managing the Optimas Global Alpha Fund and Optimas AI InsightEdge Fund (equity long/short and machine learning quant funds focusing on Asia equities).
2. Private Equity Fund Management: Management and performance fees from the Optimas Capital Partners growth-oriented technology-focused private equity fund.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels2 records

Core offering

Optimas Capital is an Asia-focused asset management firm that manages three distinct investment vehicles for professional investors: the Optimas Global Alpha Fund (equity long/short, fundamental approach), the Optimas AI InsightEdge Fund (machine-learning quant strategy targeting China A-shares and Asia equities), and Optimas Capital Partners (a growth-oriented technology-focused private equity fund). The firm distributes these products directly to qualifying professional investors under licenses from the Hong Kong SFC and the Monetary Authority of Singapore.

Product overview

Optimas Capital operates a multi-product investment platform comprising three distinct funds: Optimas Global Alpha Fund (equity long/short hedge fund targeting Asia equities with fundamental approach), Optimas AI InsightEdge Fund (machine learning quant fund for China A-shares and Asia equities), and Optimas Capital Partners (growth-oriented technology-focused private equity fund). These products collectively offer hedge fund and private equity investment services for global investors.

Differentiator

Problem solved

Functional benefit

Brands

• Optimas Global Alpha Fund: Equity long/short fund focusing on Asia and Asia-related equities globally, employing fundamental investment approach with low volatility and low market correlation
• Optimas AI InsightEdge Fund
• Optimas Capital Partners

Products and services

• Optimas Global Alpha Fund An equity long/short hedge fund focusing on Asia and Asia-related equities globally, deploying a fundamental investment approach aimed at delivering returns with low volatility, low drawdown, and low market correlation. It is designed for global professional investors seeking Asia equity exposure with downside protection.
• Optimas AI InsightEdge Fund A machine-learning quant hedge fund focusing on China A-shares and other Asia equities, using advanced algorithms, AI, machine learning, and data science to uncover unique investment opportunities and deliver stable alpha. It is aimed at global professional investors seeking systematic, technology-driven Asia equity exposure.
• Optimas Capital Partners A growth-oriented technology-focused private equity fund that identifies and invests in market-leading businesses globally, leveraging Optimas's industry network to create synergy and accelerate growth. It is targeted at global professional investors seeking illiquid Asia and global technology investment exposure.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability1 record

Feature2 records

Partnerships

17 partnerships are on record, tiered core and minor.

• Optimas FoundationcoreOthersOptimas Foundation was set up in 2019 as a registered charity under Section 88 of IRO. Every year, Optimas commits to donate at least 1% of the performance fee via Optimas Foundation to pursue community charitable programmes and projects.
• Hong Kong Society for the BlindminorOthersLong-established charitable organization providing services to maximize capabilities of the visually impaired. Optimas Foundation made various donations (2019-2021) to sponsor activities such as The Cheers band DVD, audio players, and audio description services. Bronze Generous Giving Angel Award received in December 2021.
• Hong Kong Blind UnionminorOthersDonated 1800 pieces oral type RAT tester and 640 nasal tester during COVID-19 5th wave in early 2022. In 2023, donated HK$150,000 for renovation of Oi Man member centre.
• Make-A-Wish Hong KongminorOthersDonation made since 2019 to create life-changing wishes for children with critical illnesses aged 3-17. Employees with families participated as volunteers for Christmas charity sales.
• Feeding Hong KongminorOthersB2B logistics hub collecting surplus stock from food companies and redistributing to charities. Optimas Foundation made donation for purchasing food for the underprivileged and hosted Christmas Food Drive in 2021.
• Heep Hong SocietyminorOthersChildren education and rehabilitation organization. Optimas Foundation sponsored training facilities at Yung Ming Centre for children aged 0-6 with autism, ADHD, dyslexia, developmental delay, or speech delay. Participated in GOAL FOR SEN Sports Games 2021.
• Caritas Hong KongminorOthersReceived donations during pandemic including for Italy support and ongoing operations. Also partnered with My Rotary Computer programme providing recycled computers to underprivileged students.
• Rotary Club of Hong Kong ElementsminorOthersOptimas Foundation sponsored four yoga classes for the visually-impaired in July 2022 and formed volunteer team to guide learners.
• The Harbour SchoolminorOthersStudents initiated seaweed growing project in sea outside south Hong Kong Island. Optimas funded the project and joined journey to build structures for seaweed growth to help cleanup water and absorb carbon, nitrogen and phosphorus.
• Beyond VisionminorOthersSince 2021, Optimas joined hands with Beyond Vision to publish tactile children books for visually-impaired kids. A book launched in September 2022 for interested families and educators.
• Hong Kong Philharmonic OrchestraminorOthersSponsored HK$100,000 for charity musical concert to support low-income families in Hong Kong for enjoying selected musical events.
• Vinda InternationalminorOthersPartnership for donation of disinfecting wet wipes during COVID-19 pandemic.
• Wuhan University Education and Development FoundationminorOthersDonation directed to three hospitals affiliated with Wuhan University (Renmin Hospital, Zhongshan Hospital, and Wuhan University Hospital) to support medical staff at COVID-19 epicentre in 2020.
• Hung Hom Baptist Church LimitedminorOthersPrior to pandemic, organized bi-weekly tutoring classes for primary school students from low-income families teaching English and Mathematics.
• HKU Faculty of Business and EconomicsminorOthersIn 2022, Optimas Capital and HKU Faculty of Business and Economics established a scholarship to support Vietnamese Taught Postgraduate Students in the HKU Business School.
• Christian Zheng Sheng Association Ltd.minorOthersDonated to support operation of Hong Kong boarding school catering to teenagers with drug and behavioural problems on Lantau Island.
• Mother's ChoiceminorOthersReceived donations during pandemic to support operations adversely affected due to COVID-19.

Scale indicators5 records

Recent moves1 record

Expansion highlights4 records

Direct peers

• WorldQuant: Global quantitative investment firm using systematic, alpha-seeking strategies across global equities. Directly comparable to Optimas AI InsightEdge in machine learning-driven alpha generation methodology.
• Perseverance Asset Management: Hong Kong-based boutique asset manager running Greater China long/short equity strategies. Directly comparable to Optimas in size, location, and Asia long/short mandate.
• Greenwoods Asset Management: Hong Kong-based Asia-focused long/short equity hedge fund manager founded by former hedge fund veterans. Directly comparable to Optimas Global Alpha Fund in strategy, geographic focus, and professional investor client base.
• Keywise Capital Management: Asia-focused long/short equity hedge fund manager founded by former sector specialists. Comparable boutique Asia equity mandate and professional investor target market.
• Myriad Asset Management: Hong Kong-based independent asset manager focused on Asia equity long/short strategies. Direct competitor to Optimas Global Alpha Fund in geographic mandate, fund structure, and client target.
• Vision Knight Capital: Asia-focused growth equity private equity firm investing in technology and consumer sectors globally. Directly comparable to Optimas Capital Partners in growth technology PE mandate and Asia/global orientation.

Broad incumbents

• Hillhouse Investment: Asia-focused asset manager operating public equities, private equity, and venture capital from Greater China roots. Comparable in multi-strategy Asia exposure and institutional pedigree, though at vastly larger scale.
• Boyu Capital: Asia alternative investment firm managing private equity, public equities, and special situations across Greater China. Comparable to Optimas Capital Partners in growth equity focus though at substantially larger scale.
• Man Group: Global publicly-listed hedge fund manager with significant systematic/quant capabilities including Asia strategies. Comparable to Optimas AI InsightEdge in quantitative methodology though at much larger scale and broader geographic mandate.
• PAG (Pacific Alliance Group): Pan-Asia alternative asset manager with hedge fund, private equity, and real estate strategies. Comparable multi-product Asia platform structure though at materially larger scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/optimas-capital-limited

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Optimas Capital