iVenture investment management


About iVenture

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iVenture Investment Management was established in 2000 by co-founder Nerissa Chow Lee. After leading the firm for more than two decades, Nerissa Chow Lee has resigned as the Chief Investment Officer to take up non-executive role in 2020. The Board of Directors appointed a new executive team led by Marco Lo to bringing younger generation of executive members and long-term value for clients. Prior to the appointment, Marco Lo was an Executive Director and Fund Manager of iVenture.

iVenture currently manages the iVim Asia Opportunities Fund (Bloomberg code: IVMAOPP KY), a Cayman Islands registered fund, and advises the LIBANK Global Balanced Fund (Bloomberg code: LIBAGBF KY), a Cayman Islands registered fund, for its Asian assets.

iVim Asia Opportunities Fund is an open-ended investment fund, incorporated in 2000 under the laws of the Cayman Islands, with the objective to achieve long-term capital appreciation through investments primarily in the equities of companies in the Asian Region. The fund’s investment style is absolute return, active and un-benchmarked, with a long bias.

iVenture Investment Management offers institutional clients segregated mandates for managing assets in the Asian region; from single country, to Asia regional and Asia small company mandates. Mandates are normally run for pension funds and other investment management companies seeking a local investment manager with a long history of in-depth market knowledge and local development.



Managing Director and Chief Investment Officer


Marco Lo

Marco Lo


Marco Lo has served as Chief Investment Officer since 2020. He joined iVenture as an investment analyst in 2014 and was promoted to Fund Manager in 2018, where he has been responsible for portfolio management, all in-house fundamental research and an Executive Director of the firm. Prior to joining iVenture, he practiced business valuations and due diligence at consultancy firms. Marco holds a Bachelor of Mathematics degree in Financial Analysis and Risk Management from the University of Waterloo. Apart from the quantitative studies, Marco is also devoted to the studies of Game Theory and Humanities.



Non-executive Director



Nerissa
Nerissa's Performance
History

Nerissa Chow Lee


Nerissa Chow Lee graduated from the University of Hong Kong with a B. Soc. Sc. (Hons) Degree in Economics and Business Administration. She has over 40 years of experience in the securities and fund management industry in Hong Kong and her management experience encompasses a wide range of investment vehicles including; unit trusts, mutual funds, closed end funds, single country funds, pension funds, corporate discretionary portfolios and private client accounts.

Between 1974 and 1987, Nerissa was an equity analyst at the Hong Kong Stock Exchange, Barings Securities and Greenwell Montagu, a subsidiary of the Midland Bank. In 1988 Nerissa joined Indosuez Asset Management (Asia) Limited, as a senior fund manager managing their dedicated top quartile performing Hong Kong Fund, Asian Growth Fund and Siam Fund in addition to Retirement Schemes that were ranked No 2 over 5 years by Watson Wyatt, she was subsequently appointed as an Associate Director in 1990 and then as a Director in 1991. In 1994 she moved to Credit Suisse Hong Kong as the head of the portfolio management team. In 1995 Nerissa was recruited by Guinness Flight as a Director and Chief Investment Officer to build a new investment management team launching dedicated Asia Smaller Companies and China Funds, which were rated No 1 and 2, respectively by Micropal. The company later acquired the Hambros Asia investment team which Nerissa headed up until the end of 1997 when she joined Grande General Asset Management as Chief Investment Officer (later acquired by Fortis Investment Management Asia). iVenture Investment Management was formed by Nerissa in January 2000 with two other partners and the Cayman Islands iVim Asia Opportunities Fund was launched in October 2000. Nerissa was the former Chief Investment Officer of iVenture and has since assumed a non-executive role after her resignation in 2020.