香港亿万资管大佬大举加仓黄金 贵金属占资产四分之一

Group 1 - Cheah Cheng Hye, a prominent figure in Asian value investing, is significantly increasing his investment in gold, suggesting that investors should do the same [1] - Cheah's family office, managing $1.4 billion, has allocated about 25% of its assets to precious metals, up from 15% a year ago [1] - Despite gold prices reaching historical highs, Cheah's bullish stance on gold sets him apart from other ultra-high-net-worth investors, as UBS reports an average allocation of only 2% to gold and precious metals among family offices for 2024 [1] Group 2 - Cheah's investment in precious metals began with small amounts in 2008, leading to substantial investments in physical gold ETFs, yielding a total return of $251.1 million, a 167% increase [2] - The rise in metal prices, including gold and silver, has been driven by anticipated Federal Reserve easing policies, political pressures from the Trump administration, and geopolitical tensions [2] - Wealthy Asian families are increasingly reallocating funds back to the region to avoid U.S. sanctions or potential asset confiscation risks, with gold seen as a secure method for wealth storage [2] Group 3 - Cheah emphasizes the advantages of purchasing physical gold over paper gold, stating that physical gold stored in warehouses or bank vaults ensures ownership [5] - He has a significant investment in silver, which has seen a price increase of nearly three times over the past year, outpacing gold's growth [5] - Cheah co-founded Value Partners in 1993, which became the first asset management company listed in Hong Kong, reaching an asset management peak of $17 billion in 2017 [5] Group 4 - Cheah's substantial gold purchases were initiated from funds generated by reducing his stake in Value Partners before a market downturn in 2015 [8] - He launched the Value Gold ETF in 2010, storing physical gold in Hong Kong airport due to dissatisfaction with Western storage methods [8] - Cheah believes that geopolitical factors, such as tensions in Venezuela and the Russia-Ukraine conflict, are driving increasing demand for gold and silver, validating his investment strategy [8]