Australian Financial Services License 504662
SEC Registered

Andaz Private Investments Pty Ltd, ACN 620182747, 1 Steam Mill Lane, Darling Square NSW 2000, Australia
https://andazprivate.com

Overview

Andaz Private Investments is an Australia-based investment manager. Andaz® commenced operations as an investment manager on March 27, 2018 and holds an Australian Financial Services License; number 504662. Andaz is also U.S. SEC-registered from May 1, 2019.

Andaz seeks to obtain annual returns substantially in excess of those derived from mainstream equity strategies. The dedication is to generate a return which is as high as is consistent with a goal of avoiding and minimising the chances of permanent loss of capital under all financial market conditions.

Focus

In an ever-expanding world of information and opinions, achieving meaningful outcomes can be difficult. Knowledge has become available and accessible to the extent that it has become commoditised. Yet, not all information is equal. Incoming information/data is either:

a) obvious and definitive
b) not obvious i.e. at times akin to Trojan horses

In particular, when information/data points - that appear obvious on the face of it - flow in one after another i.e. in sequence or clusters, large groups, disperse teams or ‘quant’ investors will think it is definitive and obvious, when in fact it is not.

Furthermore, markets overcrowd and outbid assets for the comfort of investing in familiar businesses, popular industries, superficial novelty, fast-growing companies, and steady streams of earnings, dividends and/or coupons.

Finally, in an environment where international markets are becoming increasingly singular, collective diversity will lose out to individuals exposed/immersed in multiple cultures, due to the ability to see things through multiple lenses.

Together, these factors create mispricings on a global scale. This is where we find our advantage.

Key Personnel

Yizhong Chan | M.App.Fin., P.D., M.M., B.M.
Yizhong Chan is the Founder and Executive Chairman of Andaz Private Investments, an Australia-based global investor, and also serves as the portfolio manager for all Andaz strategies. Mr. Chan has been involved in the financial services sector for almost 12 years and has significant investment experience in technology, consumer, media and financial services related sectors, especially in USA and Asia.

Prior to founding Andaz, Mr. Chan was a Portfolio Manager at ASX-listed Hunter Hall Investment Management, running a global sleeve of the flagship international fund and the listed investment company. Mr. Chan comes with a successful track record as an Australia-based global investor, and at times led many of Hunter Hall’s largest technology investments. At its peak, Hunter Hall managed just under $3 billion and Mr. Chan served as Portfolio Manager from 2012 to 2017. He joined the firm in September 2007.

Mr. Chan, an Australian citizen, was born in Singapore in 1982 to South Korean and Singaporean parents. Mr. Chan holds a Master of Applied Finance from Macquarie University, a Performer Diploma from Indiana University Bloomington in USA, and a Bachelor and Master in Music Performance from the University of Freiburg in Germany.

Download Australian Financial Services License (AFSL)

Separately Managed Accounts

Qualifying investors can access our fundamental strategy through separately managed accounts. We manage each of our accounts pari passu, utilising Interactive Brokers' (IB) platform for Registered Investment Advisors.

For more information on separate account management, including minimum account size, please contact us on our website.

The information on this web site is only intended for use by persons in Australia who qualify as 'Wholesale Clients' or 'Sophisticated Investors' within the meaning of section 761G of the Corporations Act 2001 or to any other person who is not required to be given a regulated disclosure document under the Corporations Act. By proceeding on this site you are confirming that you are an Australian wholesale client or sophisticated investor within the meaning of 761G of the Corporations Act 2001 (Cth).

This website is not an offer to, or solicitation of, any potential clients or investors for the provision by Andaz Private Investments of investment management, advisory or any other related services. No statement or information in this website constitutes an offer or invitation to any person to whom it would not be lawful to make such offer or invitation. No material listed on this website is or should be construed as investment advice, nor is anything on this website an offer to sell, or a solicitation of an offer to buy, any security or other instrument. This website’s purpose is to provide general information only. It should not under any circumstances be construed as a recommendation to invest in any particular financial product offered by Andaz Private Investments. Past performance is not indicative of future results. The information contained on this website is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation, or which would subject Andaz Private Investments Pty Ltd to any registration or other requirement within such jurisdiction or country. This disclaimer is governed by the laws applicable in the State of New South Wales, Australia. You agree to the non-exclusive jurisdiction of the courts of that State and any courts which may hear appeals from those courts, in respect of any proceedings in connection with this disclaimer or this website. To access our privacy policy, please click here.

Notebook

Title and linkMonthYear
Andaz notesJune 30,2019
Andaz notesJune 13,2019
Andaz notesApril 30,2019
Andaz notesMarch 31,2019
Andaz notesFebruary 28,2019
Andaz notesJanuary 31,2019
Title and linkMonthYear
Andaz notesDecember 31,2018
Andaz notesNovember 30,2018
Andaz notesOctober 31,2018
Andaz notesSeptember 30,2018
Andaz notesAugust 31,2018
Andaz notesJuly 31,2018
Andaz notesJuly 16,2018
Andaz notesJune 30,2018
Andaz notesJune 13,2018
Andaz notesMay 22,2018
Andaz notesMay 7,2018

Inquiries

Please use the available forms to contact us.

Investor inquiry

Media inquiry

Andaz Private Investments Disclaimer

The information on this web site is only intended for use by persons in Australia who qualify as 'Wholesale Clients' or 'Sophisticated Investors' within the meaning of section 761G of the Corporations Act 2001 or to any other person who is not required to be given a regulated disclosure document under the Corporations Act. By proceeding on this site you are confirming that you are an Australian wholesale client or sophisticated investor within the meaning of 761G of the Corporations Act 2001 (Cth).

This website is not an offer to, or solicitation of, any potential clients or investors for the provision by Andaz Private Investments of investment management, advisory or any other related services. No statement or information in this website constitutes an offer or invitation to any person to whom it would not be lawful to make such offer or invitation. No material listed on this website is or should be construed as investment advice, nor is anything on this website an offer to sell, or a solicitation of an offer to buy, any security or other instrument. This website’s purpose is to provide general information only. It should not under any circumstances be construed as a recommendation to invest in any particular financial product offered by Andaz Private Investments. Past performance is not indicative of future results. The information contained on this website is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation, or which would subject Andaz Private Investments Pty Ltd to any registration or other requirement within such jurisdiction or country. This disclaimer is governed by the laws applicable in the State of New South Wales, Australia. You agree to the non-exclusive jurisdiction of the courts of that State and any courts which may hear appeals from those courts, in respect of any proceedings in connection with this disclaimer or this website. To access our privacy policy, please click here.