Long Corridor Asset Management LTD
Long Corridor Asset Management Ltd is a Hong Kong-based hedge fund and investment adviser founded in 2020. The firm specializes in public equities and seeks to generate absolute returns for institutional clients and high-net-worth individuals. It is registered with the SEC and has a small, specialized team managing substantial assets.
Investment Strategy
Long Corridor Asset Management Ltd focuses predominantly on public equities, utilizing a combination of long and short positions to achieve absolute returns. The fund typically concentrates a significant portion of its holdings in technology, pharmaceutical, and consumer sectors across global markets. The portfolio is actively managed via fundamental analysis, with an emphasis on high-conviction positions and risk management. The firm's strategy shows frequent portfolio rebalancing, tactical allocations to emerging opportunities, and dynamic sector rotation to capture alpha while mitigating downside risk.
Top Holdings
Equity Positions (13)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M META | META PLATFORMS INC | 11.26% | $31.2M | 42,300 | $299.03 | $738.09 | +$12.2M |
U UBER | UBER TECHNOLOGIES INC | 10.90% | $30.2M | 324,000 | $77.53 | $93.30 | +$12.0M |
A AXP | AMERICAN EXPRESS CO | 10.01% | $27.8M | 87,000 | $254.09 | $318.98 | +$10.3M |
G GOOGL | ALPHABET INC | 9.15% | $25.4M | 144,000 | $142.73 | $176.23 | +$8.4M |
I INCY | INCYTE CORP | 5.40% | $15.0M | 220,000 | $69.07 | $68.10 | +$1.7M |