I’m often asked why I created the PacificHawk Global Fund OFC, and what makes it so uniquely suited for families and long-term investors. The answer lies not just in its structure or performance, butin its purpose. This fund was built with intention: to provide a resilient, regulated, and emotionally intelligent solution for those who value legacy, harmony, and peace of mind.
In the video above, I offer a brief introduction. But for those who want to go deeper, I’ve written this article to provide a full understanding of what the OFC is, why we launched it, and how it supports families like yours in protecting wealth across generations. This is the future of family investing.
An Open-ended Fund Company (OFC) is a corporate fund structure launched in Hong Kong . It offers a flexible, regulated investment vehicle for professional investors, allowing for efficient entry and exit, full transparency, and shareholder governance.
What sets an OFC apart is the way it combines investor protection with operational agility. Each fund must be registered with the Securities and Futures Commission (SFC), adhere to rigorous compliance standards, and use an independent custodian for assets. For investors who value security and accountability, this structure provides both.
The Pacific Hawk Global Fund OFC was the first of its kindin Asia, and it was important to me that we led this innovation with care, foresight, and conviction. I wanted to create a fund that could serve familiesover decades, not just market cycles. One that is as much about values as it is about value.
Pacific Hawk OFC reflects my decades of experience working with prominent families around the world. We designed it to provide risk-managed growth, regulatory transparency, and the flexibility to adapt to evolving family needs.
The fund follows a balanced global strategy, a carefully curated blend of hedge funds and long-only equity funds. It’s designed to be an“all-weather” portfolio, equipped to adapt through periods of change and respond thoughtfully to market fluctuations.
Since we began, the strategy has delivered strong risk-adjusted returns, averaging pro-forma return of 8.3% annualized (in USD) with moderate volatility. This was not by accident. It’s the result of years spent refining our fund manager selection process, maintaining discipline, and never chasing short-term performance at the expense of long-term sustainability.
ThePacific Hawk OFC was created for professional investors, particularly high-net-worth individuals and family offices who understand that managing wealth is about more than numbers.
If you’re looking to:
This fund was built with you in mind.
We often talk about our fund in the context of bamboo, one of Hong Kong’s most enduring and symbolic materials. Bamboo is fast-growing, incredibly strong, and able to bend in even the most violent storms without breaking. It is used to build scaffolding for skyscrapers, tools for cooking, and even traditional instruments.
In many ways, I see the Pacific Hawk OFC the same way:strong, sustainable, and built to last. We may face economic typhoons and global uncertainty, but with the right foundations, we bend, we don't break.
My journey began in New York and London, working with institutions like JP Morgan and Rothschild. Over the years, I’ve had the honor of managing assets for families including the Rockefellers, Cadburys, and others. I moved to Hong Kong in 1997 with the conviction that this city would become a major international financial center, and it has.
But what sets my work apart is not only global finance. I also hold a Juris Doctor degree, and I’m a Certified Financial Planner, FamilyMediator, and Collaborative Practitioner. I’ve learned that managing wealth across generations isn’t just technical, it’s deeply personal. That’s why our OFC is built to serve not only financial goals, but also the emotional well-being and harmony of the families we support.
When I invest in a fund, I invest my own capital alongside my clients. I believe that’s how it should be. We have no performance fees, and our operational partners includeDBS Hong Kong, PwC, and K&L Gates.
Our fund is fully domiciled in Hong Kong, with all management, administration, and oversight local to this market. That means clients benefit from time-zone alignment, transparent governance, and reduced administrative complexity.
This year, Pacific Hawk celebrates 28 years in business.The OFC is an extension of everything we’ve learned over that time. It is structured to support families for the next 100 years, not just the next quarter.
We believe in long-term partnerships. We believe in educating the next generation. We believe in aligning values with value.
If you are a professional investor looking for a fund that is resilient, ethical, and relationship-driven, I welcome you to explore more. You can request a prospectus or reach out to begin a private discussion.
Because this is more than just investing. It’s legacy-building.
Warmly,
