Multi-AssetR3 Moderate
Clearpath Balanced Fund
Launched 2015 · Daily NAV · US$ share class
Dynamic multi-asset allocation within a moderate risk budget
Asset Management · Hong Kong & New York
A clear path through
A clear path through
complex markets,
for the long term.
Clearpath Capital is a Hong Kong-based investment firm managing US$1.86 billion for private clients, family offices and institutions across the United States and Asia, through research-led strategies in equities, fixed income and alternatives.
Hong Kong · A long-term perspective
Assets under management
US$1.86B
- Active funds & mandates
- 11
- Founded
- 2015, Hong Kong
- Offices
- Hong Kong · New York
- Regulated by
- SFC, Hong Kong
Data as of October 30, 2026
Discipline. Clarity. Alignment.
Discover our approach
US$1.86B
Assets under management
11
Active funds & mandates
420+
Private & institutional clients
11 yrs
Of disciplined portfolio construction
Our investment capabilities
Clear thinking.
Clear thinking.
Considered construction.
Research-led strategies. Defined risk budgets. A single, shared commitment to the long term.
View all strategies & fundsUS Large-Cap EquityR4 High
Clearpath US Core Equity Fund
Launched 2015 · Daily NAV · US$ share class
Long-only US large-cap portfolio built on quality and value
Fixed IncomeR2 Low-Moderate
Clearpath Municipal Income Fund
Launched 2016 · Daily NAV · US$ share class
Investment-grade US municipal bonds with active duration management
Performance data as of October 30, 2026, net of fees, in US dollars. Past performance is not a reliable indicator of future results. The value of investments and the income from them may fall as well as rise.
Steady relationships. Enduring focus.
Growing with
The story of Clearpath Capital
Growing with
our clients.
420+ private and institutional clients. A team of 31 professionals. One disciplined investment philosophy.
US$1.86B
Assets under management
Data as of October 30, 2026
Data as of October 30, 2026
Assets under management
November 2025 — October 2026
View chart data
| Month | AUM (US$M) |
|---|---|
| November 2025 | 1,512 |
| December 2025 | 1,538 |
| January 2026 | 1,566 |
| February 2026 | 1,549 |
| March 2026 | 1,591 |
| April 2026 | 1,628 |
| May 2026 | 1,655 |
| June 2026 | 1,702 |
| July 2026 | 1,731 |
| August 2026 | 1,776 |
| September 2026 | 1,818 |
| October 2026 | 1,860 |
Monthly firm assets under management
Nov 2025 – Sep 2026 October 2026
Perspectives from our team
All insights
Insight, with perspective.
Oct 28
2026
Market Commentary
Positioning for a Slower Easing Cycle: Our November Outlook
Our base case remains a gradual, shallow path lower for policy rates through 2027. We continue to favour quality balance sheets over duration.
Oct 15
2026
Fund Update
Clearpath US Core Equity Fund — Q3 2026 Portfolio Review
The fund returned +2.6% in the quarter against +3.4% for the S&P 500, as we kept mega-cap technology at a measured underweight.
Oct 02
2026
Research Note
Municipal Credit: Why Selectivity Matters as Rates Fall
Municipal spreads have compressed almost indiscriminately. We expect the next phase of the cycle to separate strong issuers from weak ones.
A conversation is the first step
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We work with US and international private clients, family offices and institutions.