Australian Financial Services License 504662
Andaz Private Investments Pty Ltd ACN 620182747
(By appointment) A1/35-39 Bourke Road
Alexandria NSW 2015
Australia
Andaz maintains a single website. No other websites are authorised by our company. Any representations from domains other than @andazprivate.com are not endorsed by Andaz.
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.
Mission & Focus
Our mission is for people to be surpassingly effective but not outrun machine-learning/AI systems in financial markets. The approach is to exploit the flaws in and users of statistical or mathematical models (e.g. Fermat and Pascal, Bayes), and instead use decision trees, as well as, grow our own collection of input-driven, fundamental predictive systems. More broadly, we aim to preserve and add competitive advantages throughout the investment process - from analysis, security selection, sizing, execution, to risk management.All of this is utilised to generate investment returns aimed at being substantially in excess of those derived from mainstream equity strategies. When it comes to our performance focus, we believe we have plenty of competition but no peers. We are not in the business of educating but that of managing capital for those who picked us and follow the progress of their asset values.In an era when most organisations are built with exits in mind, thereby squeezing or sweeping in as many customers as possible before ejecting, we admire organisations that have survived for over three generations and operate similarly in that we are gladly stuck with this business for the long haul without the ability to sell. We manage only one equity strategy.
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 16 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.
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Separately Managed Accounts
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.
Andaz notes/updates
| Title and link | Month | Year |
|---|---|---|
| Andaz notes | February 29, | 2024 |
| Title and link | Month | Year |
|---|---|---|
| Andaz notes | December 31, | 2023 |
| Andaz notes | October 31, | 2023 |
| Andaz notes | August 31, | 2023 |
For historical notes/updates, please contact us.Please note that all documents prepared were intended solely for persons in Australia who qualify as 'Wholesale
Clients' or 'Sophisticated Investors' within the
meaning of section 761G of the Corporations
Act 2001.
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.
Andaz introductory slide presentation
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. 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.