Clearpath Capital was founded in March 2015 by Alexander W. Lam, who left twelve years of asset management and wealth coverage at a global bank to build the firm he believed clients deserved: one that manages money within defined risk budgets, explains every decision in plain language, and measures itself over years rather than quarters.
Eleven years later, the firm manages US$1.86 billion across eleven funds and mandates for more than 420 private and institutional clients, from offices in Hong Kong and New York. Our research budget has exceeded our marketing budget in every year since inception, and we intend to keep it that way.
We are owned entirely by our partners. There is no parent company, no distribution arm and no product we are obliged to sell. Every strategy on our platform exists because the Investment Committee believed it could be managed well, and every one of them holds partner capital.
Every strategy carries a defined risk budget, agreed with the client and monitored daily. Every holding must earn its place on a risk-adjusted basis, in every market regime, or it leaves the portfolio.
Daily NAV, quarterly portfolio reviews and the reasoning behind every material decision, including the ones we got wrong, written in language a client can repeat to their family.
Our partners and portfolio managers invest their own capital in every strategy we offer. Fees are simple, performance fees carry high-water marks, and we close strategies before size dilutes returns.
31 professionals across Hong Kong and New York, 15 of them in investment roles. Average investment-team experience: 17 years.
Founder & Chief Executive Officer
CFA
Alexander founded Clearpath Capital in 2015 after twelve years in asset management and wealth coverage at a global bank in Hong Kong and London. He is responsible for firm strategy, the investment culture and the largest client relationships.
Chief Investment Officer
CFA, CAIA
Catherine has 19 years of experience across US and Asia equity and fixed income portfolios, most recently at a top-20 global asset manager. She chairs the Investment Committee and oversees the firm’s research platform.
Managing Director, US Equity Strategies
CFA
Michael leads the US Core Equity and Small Cap strategies. A 16-year practitioner of US quality and value investing, he previously ran a dedicated large-cap desk in New York.
Head of Fixed Income
CFA
Rebecca manages the Municipal Income and Asia Investment Grade portfolios. She spent nine years on a New York municipal credit desk before joining Clearpath Capital in 2018.
Chief Risk Officer
FRM
Julian joined the firm in September 2026. He leads risk management, portfolio construction analytics and regulatory reporting, and previously held senior risk roles at two international banks.
Chief Operating Officer
Sophie oversees operations, client service and the New York office. She has 13 years of experience in fund administration and middle-office operations.
We work with US and international private clients, family offices and institutions.