Minimum Investment
$ 100,000
Management Fee 1.50%
Performance Fee 20.00%

Summary

The Lotus Macro Fund was launched on September 1 of 2023 using our systematic CTA model. The monthly returns are the net performance of the Lotus Macro Fund after all the fees and costs. The Lotus Macro Fund is open for new investment. We are also offering seperately managed account service. If interested, please contact us at quant-ops@harpers-capital.com for more details. The portfolio manager, Dr. Frank Wang, is responsible for overseeing the research and investment process of the CTA program. He is a partner of Lotus Asset Management Limited and is also an adjunct professor in Finance at the City University of Hong Kong. He has previously gained extensive experience in both academia and industry from positions in Singapore Management Univeristy, Citigroup, Barclays Bank, and etc. Dr. Wang holds a Ph.D. in Finance from Wharton School of University of Pennsylvania, a M.S. in Statistics from University of Maryland, and a B.S. in Mathematics from Fudan University.