About Us

Ortus Capital Management Limited is a leader in quantitative macro strategies. Founded in 2003 and based in Hong Kong, we aim to deliver superior, risk-adjusted absolute returns (alpha) through our proprietary quantitative investment strategies in global highly liquid markets. The investment approach adapts to changing market conditions, and risk management.  Dynamic investment portfolios are constructed by using macroeconomic and financial data to uncover inefficiencies in various FX cycles,  over different time horizons, ranging from intraday to a few weeks, as well as long-term cycles ranging from a few months to a few years.

Ortus Capital is licensed and regulated by the Securities and Futures Commission of Hong Kong. Ortus is registered as a Commodity Pool Operator with the US Commodity Futures Trading Commission and has filed as an Exempt Reporting Adviser with the US Securities and Exchange Commission.

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. 

Kirk C. Sweeney, CFA
President
Mr. Sweeney has spent most of his career in Hong Kong working in various capital markets roles. He was previously CEO-Asia for Millennium Capital Management. He graduated from Pace University in N.Y., Cum Laude with a BBA in public accounting.

Firm Assets

Investor assets under management are approximately $801 million*  as of November 1st, 2019.

 By Investor Type
(^) Including firm’s principal, directors, and staff

The Firm has 26 employees which include 9 investment professionals, supported by experienced individuals in IT, Execution, Operations, Finance, and Compliance. 

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).

Our Recent Awards

2019

Winner – HFM Asia Hedge Fund Awards 

Winner – Investors Choice Awards 
2016
HFM Asia Hedge Fund Performance Newcomer Award