Investment Management Process
Investment Management Process
We are committed to developing and applying a professional and perfect investment management system as the basis for investment decisions and the pursuit of outstanding performance.
Our investment team conducts a comprehensive and in-depth analysis and discussion on each investment through generating investment ideas, preliminary research, discussion and analysis, due diligence, investment decision, trade execution, monitor and review and other processes to ensure that we fully understand the relevant business and pursue safe and high returns.
Monitoring and Review
Continuously monitor and review the investment portfolio and give feedback on investment ideas
Investment Ideas
Keep track of macro-economy, industry, government policies and news, establish investment views and generate investment ideas
Preliminary Research
Screening potential investment objectives for preliminary research, including business model, profitability, financial status, etc.
Trade Execution
Establish and execute trading strategies based on market conditions, trading liquidity and expected returns
Discussion and Analysis
The investment team discuss the selected investment objectives and decide whether further research and analysis are required
Due Diligence
Participation in management meetings, field trips, industry analysis, establishment of financial models, etc.
Investment Decision
Investment decisions are made based on the above comprehensive research and analysis