About View from the Peak

Rupert Mitchell

VFTP is published by IND-X Advisors Ltd., a Hong Kong-based firm, the origins of which can be traced back to 2003. IND-X provides independent investment advisory services to institutional investors and sophisticated private investors in certain jurisdictions. IND-X is regulated by the Hong Kong SFC and is a registered investment advisor with the US SEC.

View from the Peak is an independent thematic investment research service. Paul Krake founded View from the Peak (VFTP) in 2011, following a long career as an analyst and portfolio manager in New York and Hong Kong.

Whilst rigorous analysis of the interconnection of global monetary and fiscal policy, technology, demographics and geopolitics is the cornerstone of our strategic thought process, we also appreciate the constraints of investing in public markets. It is simply not enough to be eventually correct. You have to be timely and protect yourself from the inherent gyration of asset markets. Hence, we strive to integrate our long-term thematic with a dynamic tactical overlay.

Our insights come from two sources. Firstly, our proprietary research that is the result of a process that has been honed, not only over the last seven years at View from the Peak but by Paul and his team’s investment experience over the past two decades. Secondly, is the View from the Peak Expert Series, a collection of interviews with the world’s leading think tank fellows, former policy makers, diplomats and academics across a variety of global topics. They include subjects as varied as technology trends to emerging market elections, digital regulation to the future of productivity. The Expert Series delivers the breadth of coverage that few research firms can achieve.View from the Peak strives to be an integral part of your investment process by focusing on investment opportunities that are actionable.

View from the Peak strives to be an integral part of your investment process by focusing on investment opportunities that are actionable.

About Paul Krake

Paul has over 20 years of macro investing experience. Paul founded View from the Peak in 2011, seeing a need for a truly global, multi-asset class research platform that integrates strategic thinking with a tactical overlay. Our clients include hedge funds, long only equity and fixed income managers, endowments, family offices and government agencies.

He was the Managing Partner of Corus Capital Management, a multi-strategy Asian focused hedge fund based in New York. Prior to forming Corus in 2005, he was a global macro Portfolio Manager with Caxton Associates from 2000-2004 and a macro-execution trader with Moore Capital Management from 1998-2000. Paul's previous experience includes equity derivatives at Goldman Sachs in Hong Kong, and with Macquarie Bank in Sydney where he began his career. He holds a Bachelor of Economics and Politics from Monash University in Melbourne, Australia.