XY INVESTMENTS

other names
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Adviser Profile
As of Date 10/31/2024
Adviser Type - Mid-sized advisory firm
- Outside the United States
Number of Employees 3 -40.00%
of those in investment advisory functions 1 -50.00%
Registration SEC, Approved, 01/16/2020
AUM* 31,912,313 -78.44%
of that, discretionary 31,912,313 -78.44%
Private Fund GAV* 31,912,313 -10.50%
Avg Account Size 10,637,438 -64.06%
SMA’s No
Private Funds 1
Contact Info +85 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
155M 133M 111M 89M 66M 44M 22M
2019 2021 2022

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$31,912,313

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Brochure Summary

Overview

XY Investments (HK) LTD (“XY,” “we,” “us,” “our” or the “Firm”) is an investment adviser organized in June 2016 as a limited company in Hong Kong. Tony TANG and Shanghai XY Investments LLC are majority beneficial owners of XY. Tony TANG is primarily responsible for the management of the strategies employed by XY. The Firm provides investment advisory services to certain private funds and separately managed accounts (the “SMAs”). These pooled investment vehicles are organized in a master- feeder structure. Investment advisory services are conducted at the master fund level, through the XY China Enhanced Equity Master Fund LTD (the “Master Fund”), a Cayman Islands limited company. XY also provides investments to two Cayman Islands feeder funds: XY China Enhanced Equity Fund LTD and XY China Enhanced Equity US Feeder Fund LTD, collectively the “Feeder Funds.” The
Master Fund and Feeder Funds collectively comprise the “Funds” or the “Clients.” As a quantitative investor, XY’s investment objective is to generate attractive, risk-adjusted returns. These returns will be generated by providing investment advice based on fundamentally driven, systematic strategies specializing in China A Shares. Advice is tailored based on the mandate of the Funds. The mandate is set forth in the collection of legal documents, including a private placement memorandum, known as the “Governing Documents.” These Governing Documents formulate investment objectives, direct and manage the investments and reinvestments of Client’s assets, and sets forth specific fees and expenses paid by Clients. As of the date of this filing, our total regulatory assets under management (RAUM) are US$35,657,339 which we manage on a discretionary basis.