
iOne
Regulated:
HKSFC
AUM:
***
iOne Capital Management LLC has been providing investment services to clients through funds and separately managed accounts since its establishment in New Jersey, USA, in 2016. Currently, iOne primarily invests in the U.S. secondary equity market while holding a diversified portfolio including U.S. stocks, treasury bonds, gold, and other assets.
With the goal of achieving sustainable long-term returns, iOne makes investment decisions by integrating macro and micro perspectives, combining fundamental analysis with quantitative methodologies. Its systematic approach incorporates a suite of tools such as macroeconomic analysis, valuation models, machine learning, modern portfolio theory, and information theory.
iOne’s performance data is sourced from its separately managed accounts (2016–2020) and the iOne Cayman Fund (since 2020), with all figures independently audited by third parties.
Launched in 2020, the iOne Multi Asset Strategy Fund, Ltd. (Bloomberg: IONEMAS KY EQUITY) is a Cayman offshore fund that accepts foreign capital in US dollars. Investors may also gain exposure through onshore RMB total return swaps (TRS) arranged via private banks.
iOne Capital Management LLC is a U.S. SEC-registered investment adviser (CRD #305571), operating under full regulatory compliance.
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Funds