Frederick Wong, CFA
Founder & Chief Investment Officer
Fred Wong specializes in global technology stocks investments. Graduated with degree in Industrial & Manufacturing Systems Engineering (semiconductor stream) from the University of Hong Kong, Fred held various management positions with global semiconductor companies. After 10 years in the semiconductor industry, including Integrated Circuit (IC) design, he started his new career in the financial sector.
At BNP Paribas, Fred ranked top 10 in the hardware technology sector of the 2008 Institutional Investor All-Asia research survey, and No. 1 Earnings Estimator in IT & Consumer Durables in 2009 Thomson Reuters Starmine survey. Fred is the author of two investment books, and is co-founder (Alchemist Apprentice) of Artificial Intelligence Hong Kong and Central Financial Education. He is regularly invited by TVB, RTHK, NowTV, Cable TV, MetroRadio, and Bloomberg etc. to speak on technology related topics.
Cindy Chu, CFA, CIPM
Research Director
Cindy joined eFusion with 15 years of equity research experiences in Fidelity International, Citigroup, JP Morgan and Morgan Stanley. Cindy was head of Citi Asia Data Services team, key contributor for Citi Asia Quant team that ranked #1(2009), #2(2010) in the Institutional Investor (II) survey. Prior to joining Citi, she was a semiconductor analyst at JP Morgan from 2002 to 2005, in the team ranked No. 1 in the Institutional Investor Survey.
Cindy holds an MBA from Hong Kong University of Science and Technology (HKUST) and a degree in Computer Engineering from the Chinese University of Hong Kong.
Isaac Wong
Managed Account Manager
Isaac is eFusion Capital’s portfolio manager and is responsible for managed account investment. He has multiple years of equity research experience in AI/semiconductor/technology hardware sectors. Isaac is also an Executive Committee member of the Federation of Hong Kong Industries for Group 5 (Electronics Industry). Isaac holds a Bachelor of Finance degree from the University of Hong Kong.
Owen Wong
AI Researcher
Owen specializing in AI applications in Finance domain. Owen graduated from the University of Hong Kong, undertaking the Applied Artificial Intelligence program. He is also frequently invited by major media outlets for interviews/talks sharing his views on technology-related topics. Owen has many years of in-depth experience in researching AI and technology stocks. Owen has received awards in multiple algorithmic trading and value investment competitions.
What the eFusion team offers
We offer investors a way to monetize developments in technology. We are differentiated to other funds by our tech experience, unique investment process and broad-based content-network. We have accumulated extensive experience in our research team in semiconductors, hardware, internet, AI, and Fintech. We have a highly-disciplined investment process which reduces volatility but generates steady monthly gains. We focus on stock-picking long/short within key themes but neutralized country/sector market volatility with a low net-long position. Last but not least, our broad and deep edge also comes from our network in Asia, Europe, and the US built over the past decade. Given the complexity and dynamic nature of technology, the combination of experience, process and access are key to our success.
A global view of the technology landscape
We are researchers at heart, with deep technology knowledge and industry networks. eFusion fosters a collaborative culture. We designed our work space to be a place where ideas flow, to share trade ideas, manage risks, and explore new opportunities. Our company has made a conscious effort to build a carefully selected team of uniquely talented individuals, who are dedicated to generating alpha for our investors. The investment and research team is led by Mr. Fred Wong. Our team come from varying disciplines and pride ourselves on adhering to the highest standards of ethics and regulations: Graduates of Top Tier Universities in US, Veterans of Global Investment Banks & Private Banks, and Chartered Financial Analysts
