HON•TE ADVISORS LLC

GLOBAL MACRO INVESTMENT FIRM

WHO WE ARE

Founded in 2015, HonTe Advisors, LLC is an SF-based, discretionary global macro investment firm that focuses on long-horizon, thematic, multi-asset class investing across developed and emerging markets. Our objective is to construct a superior portfolio, which creates a revenue stream uncorrelated to traditional assets. We employ formal logic in conjunction with a rule-based trade selection process to capitalize on the relative mis-pricing of global assets.

Hon•Te is a Japanese term used to describe a patient, strategic move in the game of Go. It represents our commitment to a strategy oriented toward long-horizon performance.

ALEX GUREVICH Founder & CIO

Alex Gurevich is the Founder and CIO of HonTe Advisors, LLC. Alex has been involved in trading for over 20 years; holding various roles on Wall Street that included the launch of fixed income derivative trading franchises as well as running the macro book at JP Morgan. More recently, Alex has transformed his very successful family office into a global macro strategy suitable for institutional investors. He is the author of The Next Perfect Trade, published in 2015, which articulates his rigorous trade selection and investment process. Alex was born and raised in St. Petersburg, Russia and earned his PhD in mathematics from the University of Chicago.

QIN ZHU CRO & COO

Qin Zhu is Chief Risk Officer and Chief Operating Officer at HonTe Advisors, LLC. Qin has over 20 years’ experience on Wall Street working as a risk officer and senior interest rate derivatives trader at Morgan Stanley and JP Morgan. Until joining HonTe, she served as a senior consultant to several hedge funds given her strong experiences in both financial analytics and various technology platforms. She holds a master’s degree in Electrical Engineering from Purdue University and a Bachelor of Science in Applied Mathematics from FuDan University in Shanghai, China.

JOANN SHIE-CHEN

Head of Operations & CCO

JOANN SHIE-CHEN

Head of Operations & CCO

Joann Shie-Chen is Director, Head of Operations and Chief Compliance Officer. She has been responsible for the design and integration of our best-in-class middle and back office systems. She works closely with our portfolio, risk and financial management teams as well as external administrators to ensure smooth trade reconciliation and audit tracking. Joann has over fifteen years’ experience in financial services most recently as Senior Operations and Compliance at Sensato Investors. Prior to Sensato she worked at both BlackRock (formerly BGI) and Goldman Sachs in prime services. She received her undergraduate degree in International Relations and Asian Studies from The University of British Columbia. Joann speaks Mandarin Chinese and Japanese.

CHRIS KELLEY

Head of Markets

CHRIS KELLEY

Head of Markets

Chris Kelley is Director, Head of Markets as part of the investment team at HonTe Advisors, LLC. Chris has been involved in macro markets since 2010, most recently as the head of FX execution at Thiel Macro Family Office. He leverages his prior work experiences on both the buy-side and sell-side in FX, Emerging Markets, and Fixed Income markets to help the firm source liquidity, navigate product research, and access and strengthen counterparty relationships. Chris pairs his Bachelor’s in Mathematics from Georgetown University with considerable academic and professional experience abroad.

KUSHAN BALASOORIYA

CFO

KUSHAN BALASOORIYA

CFO

Kushan Balasooriya is Director, Chief Financial Officer at HonTe Advisors, LLC. He is responsible for all accounting, financial management and related responsibilities for the firm and its investment products. Kushan works closely with our operations team as well as our external administrator, tax, and audit partners. Since 2009, Kushan has worked in financial services where he began in fund administration for hedge funds and fund of hedge funds before transitioning to hedge funds directly. Kushan began his career at IFS, State Street, and later became a Manager at Citco Fund Services. Most recently, Kushan was a Senior Fund Accountant on the Finance Team at Partner Fund Management. Kushan holds an Honours Bachelor of Arts in Economics and History with a minor in English from the University of Toronto, Trinity College, as well as the Chartered Alternative Investment Analyst designation.

JESSICA CARVIN

Investor Relations & Human Resources

JESSICA CARVIN

Investor Relations & Human Resources

Jessica Carvin is Director, Head of Investor Relations and Human Resources. She has worked in the industry since 2006 focused on executing firm wide priority projects and client relations. Prior to HonTe, Jessica worked in the Executive Offices of Goldman Sachs, Barclays Plc. and most recently Apollo Global Management. She received her bachelor’s degree from the University of Mississippi School of Journalism and New Media, focused on Broadcast Journalism.

WHAT WE DO

Provide uncorrelated revenue stream for institutional investors

  • Targets strong performance at every stage of the equity cycle
  • Exercises quantitative risk controls to preserve capital
  • Pursues a long-horizon strategy for capital appreciation

Our distinctively unique approach to macro investing:

  • Adheres to formal logic
  • Enhances strategic decision and portfolio optimization using modern quantitative techniques
  • Remains agnostic benchmarks and single-market forecasts

CURRENT OUTLOOK

As the late-cycle transition consistent with 2000 and 2007 has been completed and we have capitalized on directional rates bets, a more nuanced approach to trading the yield curve will be critical. Alex leverages his fixed income derivatives expertise and experience trading over the previous three easing cycles to source opportunities while running a balanced portfolio.

  • Essential to engage capital in advance of economic rollovers and invest in counter-cyclical strategies
  • Diversifying macro funds can add portfolio robustness to weather volatility

RECRUITING

We are hiring:

Research Director with strong Quantitative Background:

BLOG AND NEWS

The Trades of March 2020: A Shield against Uncertainty

Our CIO, Alex, published his latest book The Trades of March 2020, which recounts the efforts of the Firm during the tumultuous early days of the pandemic. From the first terrifying days of loss, both personal and professional, to the team’s redoubled attempts to identify emerging opportunities, this account of crucial, in-the-moment decisions is a faithful record of the trading moves made in the unprecedented month of March 2020.

Discover the thinking and investment philosophy that led HonTe to survive and ultimately thrive during one of the most extraordinary challenges of our time.

More Info Here

One Market Street
Steuart Tower, Suite 2600
San Francisco, CA 94105

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