Investment Excellence

Mount Logan Capital (MLC) is an income-oriented boutique asset management firm. With our global market exposure as well as our leading and experienced investment expertise, we endeavor to provide an innovative mode of asset management services to various international institutional, family office and individual professional investors to preserve and enhance their assets.  

At MLC, we strongly believe in the long-term growth demand in stable income generation. Since 1996, our managing partners have collaboratively focused our efforts and expertise in this specific investment objective, investing through a variety of market environments and industry cycles. Our approach to investing is simple and straight forward: 

 

  • Active management - We are skeptical on passive, benchmark-driven investment. At MLC, we look to invest in companies whose income and cash flow generation potential has yet to be fully recognized by the market. 

  • Long-term focus on investment - We believe a long-term approach is the most effective way to capitalize on stable income and dividend growth strategy. In particular, we draw on our experience to identify investment opportunities that stand to benefit from such growing demand from our investors. 

  • Defining investment strategies - We strive to provide investors a range of Asia and global strategies across the risk-reward spectrum and launch new strategies when there are compelling investment opportunities in the region and the world. ​

  • Solution-based thinking - We focus on finding answers to solve your investment needs. Our deep financial industry know-how and broad connections will help us to deliver a solution that is right to you. 

 

Our Team

Raphael Wu
Managing Partner &

Co-Founder

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Stanley Kwok
Managing Partner 
&

Co-Founder

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Jeremy Ip 

Managing Director

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Christopher Yip 

Managing Director

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Raphael has devoted his professional service in investment management for the last 20 years and has extensive experience in asset allocation, securities and product selection across fixed income, equities and direct real estate investment. In his professional experience since 2000, Raphael has direct asset management responsibilities of over USD2bn for sovereign and large financial institutions.

Prior to his responsibilities at Mount Logan Capital, Raphael was the Chief Investment Officer for AP Asset Management that managed a USD300m Pan-Asia regional long-short equity fund for sovereign and large financial institutions. From 2013-2014, he was Director and Senior Portfolio Manager for Citi Private Bank, managing Asia regional and Greater China discretionary mandates for family trust and ultra high net-worth clients. Raphael worked for over 10 years in Amundi Asset Management and managed Asia Pacific, Greater China equity and balance mandates for sovereign wealth funds, public sector units and HK-listed companies. He was well recognized in the industry with numerous Manager Awards, including Best Hong Kong Total Plan 5 Year risk-adjusted performance by Asian Investor in 2006, Best Asia Pacific Equity Manager Over 3 years in Lipper Award in 2009, and Best Greater China Equity Manager Over 10 years in Lipper Award in 2012.

Apart from public equities, Raphael has developed an extensive coverage of experience and expertise in the direct management of international real estate projects. This includes project sourcing, product structuring and manager selection of a vast amount of international property investment opportunities for insitutional investors.

Raphael received his Bachelor of Science in Statistics from University of British Columbia and Master of Science in Finance from City University of Hong Kong.

Stanley has over 19 years of investment management experience in different areas from fund operation, product development and portfolio management.

Before joining Mount Logan Capital, Stanley was the CEO for Lippo Investment Management from 2009 to 2013, covering a wide spectrum of strategies including asset allocation, bottom-up long-short, ETF selection, and quantitative portfolio.

Given the wealth of in-depth knowledge in the property market, he had been assigned to develop various property related investment products, including the successful launching of the first Property ETF in Hong Kong (2824 HK – Lippo Select HK & Mainland Property ETF). 

From 2000-2008, Stanley was the fund manager for Hong Kong and Asian Equities in State Street Bank & Trust, managing over USD3bn of AUM. He was also in charge of regional long-short strategy and property sector analysis in State Street from 2003 to 2008. State Street also manages the largest ETF in Hong Kong (2800 HK - The Tracker Fund of Hong Kong).

Stanley Kwok completed his Bachelor Science degree in Statistic at Macquarie University, and a Master of Commerce degree in Finance at the University of New South Wales. 

Jeremy has over 20 years of extensive investment, portfolio management, trading and M&A advisory experience with leading global financial institutions.

2005 – 2017: Partner and Responsible Officer at TT International, managing Asia Pacific long/short investments from 2006-2007 and from 2015 to 2017 including extensive trading in equities, futures and options.

 

2001 - 2005: Vice President in J.P. Morgan Chase Bank in London, in charge of the Asian equities group for the Proprietary Positioning Business, which invest the bank’s capital globally. Investment strategies included event-driven, relative value and fundamental directional positioning taking. He was directly responsible for trading long and short positions, for portfolio management and for risk management in equities, swaps, FX, index futures and index and single-stock options, both OTC and listed globally.

 

1999 – 2001: Joined as analyst in the Financial Institutions Group of the Investment Banking Divisions of Goldman Sachs (Asia) L.L.C. in Hong Kong. He was primarily focused on mergers and acquisitions transactions in the financial services sectors, including the US$5.9 billion acquisition of Dao Heng Bank in Hong Kong and the US$5.2 billion unsolicited general offer for OUB by DBS Group Holdings in Singapore.

 

Jeremy holds a MA/MEng (Hons) degree in Chemical Engineering from St. John’s College, Cambridge University.

Christopher has over 20 years of experience in multi-assets investments and business consulting.

2016-2019: Founder and owner of Key Alpha and Newfound Development

Christopher founded two investment vehicles which focus on private equity and North America real-estate investments respectively.

2004 – 2014: Senior Vice President at T Rowe Price with a focus on asset heavy sectors

T Rowe Price manages USD$1 trillion of assets globally and is famous for its fundamental research capabilities. Christopher was the early member of the T Rowe Price Asian research team. Christopher developed unique insights in recognizing business cycles and delivered consistent performance in both economic up and down cycles.

1997 – 2003: Management consult at Accenture and Oliver Wyman.

Analyzed global business models in telecom, transportation and media. Provided consulting services to both Asian and Global major listed companies on operational and strategic issues.

Awards:

Selected by over 200 sellside analysts as TopGun investment Minds of Asia in 2011 and 2013.

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