Investment Philosophy
We invest in fundamental economics of industries.
We invest in long-term structural winners.
Investment Strategy
Innovation is our unit of measurement of investment quality. We seek outstanding organizations operating under a consistently outperforming business model with a goal to satisfy unmet demand through innovation.

Investment Methodology

Deep bottom-up analysis as core
Nurturing core investment capabilities through long-term and in-depth fundamental research, specialized industry coverage, and quality stock selection.
Supported by top-down macro analysis
Optimizing the overall portfolio through the analysis of macro-economics, policies, and the resulting impact towards sectors and companies.
Multiple dimensions of risk management
Multi-factor risk assessment through evaluation of fundamentals, valuation, policies, and market sentiments.

Investment and Research Team

Learning Organization
We promote a peaceful mind among our team through continuous learning and progress.
We encourage our employees to accumulate knowledge and experience from reading, working and traveling.
Global Vision
We invest in the global capital market and aim to achieve global leading standard in our research capabilities.
Unity of Knowledge and Action
We exercise discipline towards our investment philosophy, focus on deep fundamental research and independent thinking, and strive for greater correlation between research quality and investment return.
Important Notice from Caiyu

Important Notice

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