Zechariah Bin Zheng
Zechariah Bin Zheng @FundManagerZech

Prestaties
Alles

20.70%2025
2025
20.65%2024
2024
24.74%2023
2023
-11.89%2022
2022
68.43%2021
2021
71.02%2020
2020
0.41%2019
2019
-9.40%2018
2018
18.44%2017
2017
15.18%2016
2016
71.0%0%-71.0%
Discussies
Zechariah Bin Zheng
Australië
11d
Bewerkt
𝗗𝗿𝗮𝘄𝗱𝗼𝘄𝗻𝘀 𝗦𝘂𝗰𝗸 — 𝗘𝘃𝗲𝗿𝘆 𝗧𝗶𝗺𝗲 🧾 TL;DR 📉 The past two months have gone from stagnant to brutal — several of our best ideas pulled back sharply. 💰 Still up 20%+ YTD, with a decade-long 20–21% annualized track record — top 1% globally. 🚢 Shipping (WAWI & Höegh) fell 10–20%... Meer weergeven Vertalen
Zechariah Bin Zheng
Australië
17d
Quick note on $HAUTO.OL (Hoegh Autoliners ASA) since the stock is down and one of our larger positions Höegh Autoliners (HAUTO.OL) The Q3 headline looked soft, but the stock reaction feels overdone. Even after factoring in the new U.S. port fees, the stock trades around 5× forward P/E — still very cheap... Meer weergeven Vertalen
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HAUTO.OL
Hoegh Autoliners ASA
85.77
-0.05 (-0.06%)
Zechariah Bin Zheng
Australië
25d
Bewerkt
🧾 𝐓𝐋;𝐃𝐑 📉 Drawdowns hurt — even after 10 years. 💰 We’re up 21% YTD, with a ~20–21% annualized 10-year return, placing us in the top 1% globally among hedge-fund-style managers. 🚢 Wallenius Wilhelmsen & Höegh Autoliners $WAWI.OL (Wallenius Wilhelmsen ASA) $HAUTO.OL (Hoegh Autoliners ASA)... Meer weergeven Vertalen
Zechariah Bin Zheng
Australië
1m
🚨 𝗘𝗺𝗲𝗿𝗴𝗲𝗻𝗰𝘆 𝗨𝗽𝗱𝗮𝘁𝗲 — 𝗕𝘂𝗶𝗹𝘁 𝗳𝗼𝗿 𝗕𝗲𝗮𝗿 𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🧾 𝗧𝗟;𝗗𝗥 🧭 We don’t time markets — the short term is chaos, the long term rewards discipline. 📉 Portfolio down ~3%, more pain likely after Monday’s open. 💰 Cash near 20% (incl. USDCHF) — intentionally held for volatility. 🛢️... Meer weergeven Vertalen
Zechariah Bin Zheng
Australië
1m
𝗧𝗵𝗶𝘀 𝗧𝗶𝗺𝗲 𝗜𝘁’𝘀 𝗡𝗲𝘃𝗲𝗿 𝗗𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝘁: 𝗖𝗿𝗲𝗱𝗶𝘁 𝗖𝗿𝗮𝗰𝗸𝘀 𝗕𝗲𝗻𝗲𝗮𝘁𝗵 𝘁𝗵𝗲 𝗔𝗜 𝗛𝘆𝗽𝗲 🧾 𝗧𝗟;𝗗𝗥 📉 We’re up ~0.9% for the month, but the crowd’s ignoring downside risk. ⚠️ Credit & retail cracks: Tricolor, CarMax, First Brands. 📚 This Time Is Different reminds... Meer weergeven Vertalen
Zechariah Bin Zheng
Australië
2m
𝐒𝐡𝐨𝐫𝐭 𝐮𝐩𝐝𝐚𝐭𝐞 𝐭𝐡𝐢𝐬 𝐰𝐞𝐞𝐤 𝐛𝐞𝐜𝐚𝐮𝐬𝐞… 🎙 𝐏𝐎𝐃𝐂𝐀𝐒𝐓! I had the privilege of joining @Bees84 on his show. We’ve known each other for a while and always bounce ideas around — was great to finally do it live. Do check it out: youtu.be/prEn3cnRAZc?si=6OiiJ7Scy2xGJj0F Next week... Meer weergeven Vertalen
The $20 Million Portfolio You've Never Heard of - And Why It Wins! Zech Zheng (FundManagerZech)
www.youtube.com
For Episode 52 of the Achieving Alpha Podcast, host Steven Budgen interviews Zech Zheng who currently manages a $20 Million AUM Portfolio and is one of the l...
Zechariah Bin Zheng
Australië
2m
🚨 “𝗪𝗵𝗲𝗻 𝟵𝟭𝟭𝗸 𝗝𝗼𝗯𝘀 𝗩𝗮𝗻𝗶𝘀𝗵: 𝗪𝗵𝘆 𝗜’𝗺 𝗠𝗼𝘀𝘁 𝗕𝗲𝗮𝗿𝗶𝘀𝗵 𝗶𝗻 𝗬𝗲𝗮𝗿𝘀” _______________________________________________ 🧾 𝗧𝗟;𝗗𝗥 📉 Jobs are weak, unemployment is rising, and index flows look fragile. 🔥 Inflation data (PPI today, CPI tomorrow) could come in hot. 💵... Meer weergeven Vertalen
Zechariah Bin Zheng
Australië
2m
Bewerkt
🚨 𝗢𝗻𝗹𝘆 𝗧𝘄𝗼 𝗨𝗽𝗱𝗮𝘁𝗲𝘀 𝗧𝗵𝗶𝘀 𝗪𝗲𝗲𝗸 – 𝗕𝗼𝘁𝗵 𝗥𝗶𝘀𝗸/𝗥𝗲𝘄𝗮𝗿𝗱 𝗣𝗹𝗮𝘆𝘀 🚨 One of our largest positions remains China Railway — despite the recent dip, we continue to hold with conviction. And this week, we’ve also added a new merger-arb trade in Cross Country Healthcare (CCRN)... Meer weergeven Vertalen

Over Zechariah Bin Zheng
Australië
Strategie: Multi-strategie

🔒 >90% of my 💰 is here | 🧠 Mensa IQ | 💼 Real finance XP | 💬 I don’t talk—I invest
Volledige biografie weergeven Vertalen
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