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Investment Philosophy

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Value Investing, Asset Allocation, Rigorous Risk Control

—— Our Core Investment Philosophy.

 

Regardless of various investment objectives, investment strategies and investment channels, we strictly adhere to the investment philosophy and strive to provide investors with excellent risk-adjusted returns. Our professional investment team conducts in-depth research and detailed due diligence on investment objectives by combining Top-down and Bottom-up values investing methods and concepts to maximize long-term returns and minimize downside risks.

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Through strict due diligence and systematic investment criteria to make investment decisions, we are committed to achieving long-term excess returns and wealth growth with reasonable volatility for investors.

Value Investing

We uncover value through deep-dive screening and research on industries and individual stock. Our stock selection criteria and proprietary scoring system is established based on developing a thorough understanding of the underlying business fundamentals of our investment targets.

Asset Allocation

We advocate a timely tactical asset allocation of value, growth, cyclical stocks to enhance the overall portfolio return and pursue long-term portfolio alpha. We allocate assets according to our investor’s specific needs and investment goals, as well as objective basis such as economic indicators and data.

Rigorous Risk Control

We pursue stable absolute return target with rigorous risk control. We employ a top-down approach to assess market trend, monitor, and review our core investment strategies and positions of our portfolios. We manage portfolio risks through appropriate diversification of our portfolio. Combining with the bottom-up approach to stock selection, we seek to achieve long-term stable absolute return through developing a thorough understanding of the underlying business fundamentals of our investment targets.

Our services are only available for professional investors as defined by the SFC*,
Please contact us for more information.

*The threshold for individual professional investors specified under the Securities and Futures Ordinance is required to hold 8 million Hong Kong dollars or other currency equivalent assets, including:

  • Investments (including stocks, bonds, unit trusts, equity linked investment and more) based on market value

  • Certificates of Deposit (CDs)

  • Cash or cash equivalent deposits

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