About Us

Ortus Capital Management Limited (“Ortus Capital”) is a leading investment manager, focusing on global macro investment strategies. 

 

The Firm is based in Hong Kong S.A.R. and employs more than 20 full-time staff, with extensive experience in both research and trading. 

 

Ortus Capital aims to deliver superior, risk-adjusted absolute returns through our proprietary multi-asset investment strategies. 

 

 

Board of Directors

 

Francis T.F. Yuen
Non-Executive Chairman
Mr. Yuen, a long time private investor, joined the board as non-executive chairman in February 2019.  Mr. Yuen has a distinguished career in Hong Kong, sitting on several corporate boards. He was chief executive of the Stock Exchange of Hong Kong Limited from 1988 to 1991.  He holds a bachelor’s degree in economics from University of Chicago and is on the board of trustees of both University of Chicago and Fudan University.

 

Joe Zhou, Ph.D.
Chief Investment Officer
Dr. Zhou co-founded Ortus in 2003. From 1997 to 2001 he was head of research for Quantitative Financial Strategies Inc, and prior to that he was Assistant Professor of Finance at Washington University in St. Louis.  Dr. Zhou started his career as a proprietary trader for Lehman Brothers.  He received his B.S. in Mathematics from Wuhan University and two degrees from Wharton School of the University of Pennsylvania, an MA is statistics and a Ph.D. in finance.  Dr. Zhou is also the author of several influential publications in the world of finance. 

 

 

In addition to acting as Investment Manager for several Cayman Island registered mutual funds, each with attractive liquidity terms, the firm also advises on managed accounts and third party fund vehicles.

 

Ortus is licensed and regulated by the Securities and Futures Commission of Hong Kong (the “SFC”) under type 9 regulated activity – Asset Management (SFC AIY599).

 

The firm is registered as a Commodity Pool Operator (“CPO”) with the US Commodity Futures Trading Commission (the “CFTC”) and relies on the Rule 4.14(a)(10) Commodity Trading Advisor exemption (NFA ID:  0431464).

 

Ortus has filed as an Exempt Reporting Adviser (“ERA”) with the US Securities and Exchange Commission (the “SEC”) (SEC Number:  802-77592).