What we do

Activities

CORPORATE ADVISORY

MCM has broad corporate and investor access, connecting China to the rest of the world through targeted roadshows, investor conferences and direct investor interaction. We provide access to unique deals, investment opportunities & capital resources from Asia and establish global connections to source and execute cross-border transactions.

To facilitate your transaction, we provide a broad range of strategic and financial advices across a wide range of industry sectors. Our services include but are not limited to deal structuring, capital raise assistance, collar financing, IPO and M&A coordination, project financing advisory and syndication.

Capital Raising

To facilitate transactions, we provide a broad range of strategic and financial resources and experienced advice.


Financial Solutions

What we offer?

  • An experienced team with a complete focus to address our client’s needs
  • Established global connections to cater to cross-border transactions
  • Exclusive investment opportunities
  • Comprehensive solutions
  • High-quality financial advisory services

RESEARCH

Our equity research team strives to deliver differentiated, actionable, and impactful results to clients worldwide. We are driven by intellectual curiosity, and direct our efforts to those mid and small-cap stocks which we think have an interesting or unique business model, room to grow, and most importantly, are typically not found in a more traditional investor universe.

Research & Strategy

 

Our focus on China is anchored in our belief that as the country continues to develop and more closely integrate with the global economy, resultant growth opportunities are many. We think China’s developmental progress thus far is only ‘scratching the surface’ of what is yet to come.

In a parallel theme, we view the changing role of technology as an increasingly critical component in the world, making impactful contributions toward progress in the fields of finance, healthcare, education, consumer services and transportation, to name a few. We think the tech revolution is not merely a one-act play, but is instead an accelerating and growing, factor shaping the future.

At the convergence of these three current phenomena is what drives our research: uncovering technology companies with the potential to expand and grow beyond their home markets in China to become key players on the road ahead. Anchored by the strength of our team, we combine our on-the-ground presence and global perspective to reach our goal of delivering research our clients trust and value.

SALES & TRADING

MCM Partners offers a full range of Cash Equities Execution across the Asia and most major global markets for professional institutional investors. We provide our clients access to all listed tradable instruments and local market information and offer dedicated, professional execution and trading at competitive fees.

Execution Services

 

Our Experienced team of traders aims to understand the client’s needs and deliver the best execution, using a mixture of manual and algorithmic trading tools.

ASSET MANAGEMENT

MCM Investment Partners (MCMIP) is the investment arm of MCM Holdings specialising in Asset Management and holds a Type 9 license issued by the Hong Kong Securities and Futures Commission (SFC).

Quantitative / Alternative Solutions

MCMIP was formally established in 2016 initially to meet investor demand utilising the team’s state-of-the-art quantitative techniques. The team have now successfully developed a suite of alpha generative investment strategies that can be applied to liquid equity markets globally from alternative beta to market neutral and volatility strategies.

Private Equity

MCMIP is also responsible for managing MCM’s broader involvement in sourcing and structuring Private Equity opportunities for investors in Asia. Working closely with major stakeholder Chinlink International Holdings Ltd, the team have developed strong partnerships across the region and have committed to assisting the development of the Private Equity industry in China.

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Absolute Return Long-Short

  • For investors mandated on long-short or a near-neutral market exposure,
  • The MCMIP “Alternative Cointegration algorithm” identifies the relative dislocation of assets via cutting-edge statistical arbitrage and pairs trading techniques.

Absolute Return Long-Only

  • For investors looking for diversification with a stable income stream,
  • The MCMIP “Cross Asset Allocator” provides optimized exposure across various asset classes to maximize the time-varying alpha.

Volatility Carry / Hedge

  • For yield-seeking investors or hedgers utilizing volatility as an asset class,
  • The MCMIP “State-dependent VIX model with Dynamic Hedge” offers stable yield via volatility carry and further embeds a unique feature to hedge against systemic risk.

Relative Return Long-Only

  • For benchmark aware investors with specific  market exposure looking for outperformance
  • The MCMIP “Style-Smart Beta Mapping” adopts sophisticated econometric techniques to deliver the best risk-controlled factor premia.

MCMIP TEAM

MCMIP has an experienced and committed team based in Hong Kong led by CEO Rob Lance and CIO Keith Law.

Robert Lance

CEO

MCM Investment Partners

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Mr. Lance is CEO of MCM Investment Partners with over 30 years of experience in Asia Pacific capital markets.

Prior to joining MCM Partners in April 2018, Mr. Lance was Partner, Head of Sales and Strategy at Sydney based credit manager Blue Quay Investment Management from 2016 to 2017 having joined from Ascalon Capital Managers where he was Head of Australia from 2013 to 2016.

From 1995 to 2013, Mr. Lance was based primarily in Hong Kong with Deutsche Bank, Lehman Brothers and DragonBack Capital. At Deutsche, he was Head of Equity Derivative and Portfolio Sales before joining Lehman as Head of non-Japan Asia Equities to then co-head the Asia Pacific Equity Division in 2005.

In 2006, Mr. Lance launched the Equity Multi-Strategy Hedge Fund DragonBack Capital as its co-founder and CEO. He built a 20-person team managing over USD 600m in assets before opening the firm’s infrastructure in 2010 to launch new funds and transition existing managers.

From 1985 to 1995, Mr. Lance worked in various roles on the trading floors of the Sydney ASX and Futures Exchange.

Mr. Lance is a graduate of the Australian Institute of Company Directors (GAICD).

Keith Law

CIO of Public Markets

MCM Investment Partners

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Mr. Law is a Partner of MCM Partners and CIO of Public Markets at MCM Investment Partners with over 15 years of experience within the Asia Pacific financial industry.

Prior to joining MCM Partners in May 2013, Mr. Law held various key positions at Credit Suisse, JP Morgan, Morgan Stanley and UBS between 2004 to 2013 and has extensive experience in portfolio analytics, derivative modeling and strategy design.

From 2011 to 2013 Mr. Law headed the strategy efforts for both Global Synthetic Equity and Equity Derivatives in Asia at UBS.

Mr. Law studied at the University of California at Berkeley where he holds a Master degree in Financial Engineering. He also holds the Financial Risk Manager (FRM) designation from GARP.

Active in academia, Mr. Law teaches at various universities including Tsinghua University Finance MBA Program, the Chinese University of Hong Kong – MSc Finance Program and the Shenzhen Finance Institute, of CUHK (SZ) etc.

Putting advanced finance theory into practice, Mr. Law lectures sophisticated graduate courses including Quantitative Portfolio Analysis, Mathematical Financial Modelling and Structured Solutions, Case studies in Financial Engineering, and Quantitative methods for Financial Derivatives etc.

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