Services scope
The company has obtained following SFC licenses
1)Asset Management ( Type 9 )
2)Advising on securities (Type 4 ),
We mainly provide investment portfolio management
and advisory services to professional investors and institutional
investors. We also manage our own equity investment portfolio to enhance
our wealth management platform.
Investment philosophy
In-depth macroeconomic research, industry analysis and stock picking
- In-depth macroeconomic research:we pay close attention to the
changes in global political and macroeconomic environment with an eye on
new policy implementation and policy changes in China especially the
deep-rooted impact of macroeconomic policies on different industry
sectors.
Industry analysis:For the purpose of identifying and
selecting up and coming industry with bright development prospects, we
analyse different business and revenue models of different industry
sectors in details to predict future change and growth prospects of each
industry sector.
- Stock analysis:
- We take into account the profitability, financial situation
and core fundamentals of each stock for completing our comprehensive and
precise research analysis before selecting our favorite stocks.
- We adopt in-depth and comprehensive approach in selecting
stocks by conducting interviews with key management to get better
understanding on their thoughts of future development and to discuss and
analysis the business situation that management is facing in order to
accurately develop an comprehensive analysis on the investment value of
stocks.
Risk-control investment approach
Based on our research analysis and market
liquidity, we strategically allocate asset, optimize the balance of risk
and return, and strictly execute stop-loss policy on our investment
portfolios.
Investment Objectives
We mainly invest in Chinese companies listed in
Hong Kong for obtaining mid-to-long term asset appreciation. We have
accumulated strong experience and developed our own investment style
which enables us a higher successful rate and investment returns.