Profil
Dr. Jim Xiong is Deputy Chief Investment Officer at Ortus Capital Management Ltd.
Dr. Xiong was Co-Chief Investment Officer & Partner at QFS Asset Management, Inc. He joined QFS Asset Management in 1997 and was promoted to Manager of Research in 2001 and to Managing Director in 2005.
After a year sabbatical from the industry that began in mid-2011, he rejoined QFS as Co-Chief Investment Officer in August 2012.
Dr. Xiong was previously employed as a Team Leader by CAE Electronics Corp., a Management Scientist by General Electric Co., and a Senior Analyst by Salomon Brothers.
Dr. Xiong received his BS in Mathematics from Wuhan University and a PhD in Mathematics from Rutgers, The State University of New Jersey-New Brunswick.
Ehemalige bekannte Positionen von Jim Xiong
| Unternehmen | Position | Ende |
|---|---|---|
Ortus Capital Management Ltd.
Ortus Capital Management Ltd. Investment ManagersFinance OCM invests in highly liquid global asset classes. | Portfolio Manager-Aktien | 01.06.2020 |
Salomon Brothers
Salomon Brothers Investment Banks/BrokersFinance A Wall Street invesment bank. | Corporate Officer/Principal | - |
CAE Electronics Corp. | Corporate Officer/Principal | - |
| GE AEROSPACE | Corporate Officer/Principal | - |
QFS Asset Management, Inc.
QFS Asset Management, Inc. Investment ManagersFinance QFS Asset Management trades long and short positions in global asset classes using a systematic strategy based on fundamental macroeconomic factors. The QFS Currency Program seeks long-term returns by analyzing global macroeconomic factors. The strategy buys fundamentally undervalued currencies and sells overvalued currencies. It is based on a fundamental macroeconomic methodology using a quantitative statistical model to optimize expected returns of the currency portfolio while managing portfolio risk. The QFS Global Macro Program is a top-down approach to global investing. Using dynamic asset allocation across a broader array of markets than the QFS Currency Program, the quantitative model captures discrepancies in the valuations of asset classes caused by differences in macroeconomic fundamentals across and within countries in the currency, equity, fixed-income and commodities markets. The QFS Fixed Income Program is an absolute return strategy focused on the global fixed-income markets. It takes positions based on model-generated analyses of indicators of fundamental and technical factors across the long and short ends of the yield curves in the US, Europe, Japan, Australia, Canada and Great Britain. A dynamic optimization approach analyzes the expected returns and risk factors across all instruments and time frames, and signals the buying and selling patterns that will generate the highest returning portfolio subject to a targeted level of risk. The QFS Portable Alpha is a customizable beta replication program combined with a robust alpha overlay. It seeks to provide absolute returns through the QFS Currency, Global Macro and Fixed Income Programs. It also seeks to provide: (1) low cost passive benchmarking to equity or fixed-income indices through the use of exchange-traded futures contracts or swaps (2) the convenience of a bundled indexation / alpha-generating overlay program and (3) effective cash utilization. | Chief Investment Officer | - |
Ausbildung von Jim Xiong
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
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Beziehungen ersten Grades
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| Private Unternehmen | 7 |
|---|---|
GE Aerospace
GE Aerospace Aerospace & DefenseElectronic Technology Designs, develops, manufactures and services aircraft engines for commercial airframes & defense jet engines, avionics & power systems | Electronic Technology |
QFS Asset Management, Inc.
QFS Asset Management, Inc. Investment ManagersFinance QFS Asset Management trades long and short positions in global asset classes using a systematic strategy based on fundamental macroeconomic factors. The QFS Currency Program seeks long-term returns by analyzing global macroeconomic factors. The strategy buys fundamentally undervalued currencies and sells overvalued currencies. It is based on a fundamental macroeconomic methodology using a quantitative statistical model to optimize expected returns of the currency portfolio while managing portfolio risk. The QFS Global Macro Program is a top-down approach to global investing. Using dynamic asset allocation across a broader array of markets than the QFS Currency Program, the quantitative model captures discrepancies in the valuations of asset classes caused by differences in macroeconomic fundamentals across and within countries in the currency, equity, fixed-income and commodities markets. The QFS Fixed Income Program is an absolute return strategy focused on the global fixed-income markets. It takes positions based on model-generated analyses of indicators of fundamental and technical factors across the long and short ends of the yield curves in the US, Europe, Japan, Australia, Canada and Great Britain. A dynamic optimization approach analyzes the expected returns and risk factors across all instruments and time frames, and signals the buying and selling patterns that will generate the highest returning portfolio subject to a targeted level of risk. The QFS Portable Alpha is a customizable beta replication program combined with a robust alpha overlay. It seeks to provide absolute returns through the QFS Currency, Global Macro and Fixed Income Programs. It also seeks to provide: (1) low cost passive benchmarking to equity or fixed-income indices through the use of exchange-traded futures contracts or swaps (2) the convenience of a bundled indexation / alpha-generating overlay program and (3) effective cash utilization. | Finance |
Salomon Brothers
Salomon Brothers Investment Banks/BrokersFinance A Wall Street invesment bank. | Finance |
Wuhan University
Wuhan University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Rutgers State University of New Jersey
Rutgers State University of New Jersey Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
CAE Electronics Corp. | |
Ortus Capital Management Ltd.
Ortus Capital Management Ltd. Investment ManagersFinance OCM invests in highly liquid global asset classes. | Finance |
















