Alexander Ho Wan Lee Email & Phone Number

Hong Kong

Chief Investment Officer- Consulting for NIMBUS Greater China Long Short Fund

Hong Kong

Launched NIMBUS Greater China Long Short Fund, a Cayman domiciled fund in November 2017. Act as investment manager and responsible officer for the fund (SFC Type 4, 9 license).Fund performance from Dec 2018 - Jun 2022 was +0.4% vs. -15.4% for HSIDeveloped HK/China equity market predictor using fundamental, valuation, and technical factors. Take or hedge market risk according to market cycle. Built database for market and stock research, utilizing Bloomberg API for most data inputs.Adopt multiple strategies for stock picks, including event driven, industry profitability cycles, and bottom-up ideas. Conduct channel checks and due diligence via company visits and conferences.Execute trades through Interactive’s Trader Workstation and trading algorithms.Manage portfolio liquidity and drawdown risks.Coordinate with operations team and fund service providers for fund accounting and regulatory compliance.Manage investor communications and fund-raising activities.

Hong Kong

Market Strategist (Jan 2014 – May 2017)• Generate market investment strategies within Hong Kong listed equities• Recommend sectors to overweigh and avoid• Maintain a top stock pick list, which outperformed the HSI by 28% from March 2014 inception to May 2017• Communicate investment ideas to internal stakeholders at DBS Vickers, DBS private bank, and DBS institutional banking units• Market ideas to institutional clients and private banking clients via road shows and client events• English and Cantonese media appearancesSupervisory analyst role (Jan 2011 – May 2017)• Vet and approve reports of research team prior to publishingHead of China/HK financials research (May 2010 – Dec 2015)• Lead a team of four people in covering China/HK financial stocks• Team was ranked 3rd for local banks coverage in the 2014 Asiamoney Brokers Poll• Stock coverage of team: o Hong Kong banks: Hang Seng Bank, Bank of China (HK), Bank of East Asia, Dah Sing Banking Group, HSBC o Chinese banks: ICBC, CCB, ABC, BOC, BoCom, China Merchants Bank, China Citic Bank, China Minsheng Bank, Chongqing Rural Commercial Bank o Non-bank financials: Hong Kong Exchange, China Everbright Ltd., Value Partners, Far East Horizon, Central China Securities, China Financial Services• Deal reports on Harbin Bank and Central China Securities• Assisted DBS bank with strategic planning and ad-hoc projects

Hong Kong

Market strategist (2009-2010)• Monthly HK/China market strategy reports• Built conviction buy list and set index targets• Designed and launched research product “Long Short View” to highlight pair tradesFinancials analyst (2007-2010)• Covered H-share banks, HK banks, and HKEX• Five global marketing road showsInfrastructure analyst (2005-2007)• Covered ground transportation, water, and environmental sectors

Hong Kong

Buy side equity research for a long-only Greater China fund.

Bachelor Of Applied Science (Basc), Business And Finance

Education record