(Hong Kong, 8 November 2020) – Caelus Asset Management Limited (“Caelus”) is pleased to announce the launch of an offshore private equity fund: Caelus Global Healthcare Fund SP (the “Fund”), which is a sub-fund under the Caelus Global Strategy Fund SPC, offered only to professional investors.
“With the launch of the Caelus Global Healthcare Fund SP, we’re bringing unique opportunities to the market that give investors exposure to companies with pioneering technologies and innovative business models which we identified as undervalued and mispriced,” said Anthony Yeung, CEO at Caelus. “In addition to the existing Oceanus Asia Opportunity Fund LP that Caelus is advising on, we are excited to offer professional investors a new fund that focuses on the non-cyclical healthcare and medical industry. As the industry has proven to remain resilient and bring active returns even during a year of extreme exuberance and economic downturn due to COVID-19, we are confident that the industry will continue to boom for at least a decade.”
Given an aging global population, the pandemic, and a growing medical technology sector, the demand for healthcare-related goods and services is expected to rise. The Fund sources companies in the healthcare services, medical technology, and medical device and equipment sectors that can bring significant changes to the global medical industry. These opportunities provide downside protection in addition to long-term capital appreciation and sustainable returns to investors.
“Deal sourcing is one of the most critical success factors of a private equity fund,” said Anthony. “Our leads come from various reliable sources that provide exclusive, off-market investment opportunities. Caelus then conducts stringent due diligence to ensure the quality of deals and attractive returns.”
Exclusive off-market investment opportunities
Caelus has an extensive connection with business leaders, bankers, accountants, and financial advisors. Our partnerships with local and global medical device distributors, government health agencies, doctors, and KOLs, are all very important sources of deal flow for the Fund. Referrals from these contacts allow the Fund, and our investors, access to exclusive deals that would have been otherwise impossible to reach by retail investors.
Lucrative returns and credible deal sources
Caelus not only accepts outbound deal flows from local government funds, accelerators and incubators worldwide, but also welcomes investment proposals from companies with pioneering technologies that can bring significant changes to the medical industry. To evaluate the credibility of inbound sources and companies, Caelus is meticulous when validating investment opportunities. We maximize deal values by assessing the potential impact of these inbound inquiries, how that aligns with the fund’s objectives, and whether the potential investee company will generate strong investment returns.
To safeguard investors’ wealth and reap the benefits of a diversified portfolio, the Fund adopts a combination of investment strategies — balanced portfolio, leverage, and non-cyclical investing— and takes a flexible approach that can navigate market conditions, capture opportunities, and lower market risks. Dual-class shares are available for subscription: Class A shares adopt a floating rate distribution; while Class B shares distribute a fixed annual return. The minimum investment for class A shares is US$150,000, and the minimum investment for class B shares is US$200,000.
About Caelus Asset Management Limited
Established and headquartered in Hong Kong, Caelus Asset Management Limited (aka “Caelus”) is an independent asset management firm committed to serving affluent individuals and families across Asia. As a boutique asset manager, we focus on investment placements that deliver active value appreciation and sustainable absolute return. We form alliances with professional partners around the world and offer off-market investment projects to our private clientele. Our expertise in financial and multiple business sectors allows us to have a unique perspective and always invest with assurance.
Licensed by the Securities and Futures Commission of Hong Kong to conduct Type 4 (Advising on Securities) and Type 9 (Asset Management) regulated activities, we offer various Funds, EAM and Discretionary Portfolio Management services— designed to grow and safeguard our clients’ wealth.
The investment product mentioned in this column is only intended for professional investors (as defined in section 1 of Part 1 of Schedule 1 to the Securities & Futures Ordinance).
The information is provided for general information purposes only and is not an offer or solicitation for the purchase or sale of any financial instrument or service. Investments involve risks and your investment may suffer significant losses. Investors are advised to seek independent professional advice before making any investment decisions.
This information is issued by Caelus Asset Management Limited and has not been reviewed by the Securities and Futures Commission of Hong Kong.
Caelus Hong Kong Office