Welli Group is a listed asset management company focusing on value investment. Its business is mainly concentrated in Greater China and the Asia-Pacific region, with investment strategies covering stocks, fixed income, alternative investments, diversified assets and quantitative investments. it is favored by investors because of its long-term investment record and excellent performance.

In the past 26 years, the scale of asset management has increased nearly 3000 times.

Wellis Group was founded in 1993 with assets under management of US $5.6 million. At the peak of the bull market, in 2007, the company chose to list in Hong Kong.Become the first listed asset management company in Hong KongAssets under management reached $5.7 billion and expanded more than a thousandfold at that time. If the listing of the company only benefits from the opportunity of the market, then up to now, it has experienced 26 years of ups and downs and spanned many bull-bear iterations.The company has $15.2 billion in assets under management (data as of October 31, 2019)Apart from the excellent performance of its funds, it also depends on the support of professional investment and business teams, as well as long-term loyal institutional and individual clients, which illustrates the strength of the company.

The asset management scale of Hui Management has doubled and doubled again and again, with a difference of nearly 3000 times between 5.6 million and 15.2 billion, and the company has become one of the largest asset managers in Asia. AUM's long-term steady growth is the company's most eye-catching report card to investors, and winning awards is a testament to its strength.

The investment concept of going one step further than others

In terms of investment research, Hui Li has a clear investment concept, follows the long-term investment, pays attention to the intrinsic value of the enterprise, maintains a low volatility investment portfolio, and strives to finally obtain excess returns.

The idea is inseparable from practice. Huili strictly abides by the investment principle and bottom-up stock selection strategy, and takes three steps: quantitative screening, fundamental research and portfolio construction.

Hui Li's investment team conducts more than 6500 due diligence meetings a year.In order to get more and more accurate information Every yearSpend a lot of money on big data's analysisAnd this work is done by a professional quantitative teamTo ensure access to first-hand market data and information advantages. In order to further improve the allocation efficiency of the industry, the companyA multi-asset team from the master R & D model was established in 2016.To assess the performance of different countries, different regions, and different types of assets

The success of an asset management company must not be accidental. Only with clear direction, strict discipline and the unremitting efforts of the whole team can we build an excellent company and bring excellent service to investors.

Tiantuan, a fund manager led by "Buffett of the East".

When it comes to Huili, we have to mention Mr. Xie Qinghai, the founder, co-chairman and co-chief investment officer of the group. To quote a comment from the market on him: if you rely on the stock market to change your life, few people in Asia may be able to compare with Xie Qinghai's ability and achievements.

With his hard work in the investment market, Xie Qinghai has also become an independent non-executive director of Hong Kong Exchanges and Clearing, winning numerous awards, such as the Datuk title used to honor outstanding people in Malaysia, outstanding fund manager, one of the most influential figures in the asset management industry, and so on.

Su Junqi, Co-Chairman and Co-Chief Investment Officer, also has 20 years of experience in the investment community. He was awarded "Outstanding Fund Manager of the year-Greater China Equity Group" by Index Magazine in 2017 and Asian Chief Investment Officer of the year awarded by Asian Asset Management in 2011.

It is such a strong fund management team, with about 70 investment experts and analysts, that enables Huili to actively capture the opportunities brought about by rapid economic growth in the region with excellent field research and value investment methods. The team's long-term investment record has made it one of the most popular investment targets for clients.

A core product that has been established for nearly eight years and has made positive returns for six consecutive years.

Under the leadership of the excellent management team, the company's products are also very eye-catching. Huili Greater China High yield Bond Fund, one of the company's core products, has excellent performance and is relatively stable as a debt base.In the eight calendar years since the establishment of the Fund, positive returns have been achieved except 2018, and the return this year is also a trend to maintain profitability.

The annualized volatility of the past five years is 5.8%, which is 21.5% relative to the five-year annualized volatility of the MSCI China Index (data as of June 30, 2019). The average volatility of only Chinese stocks is about 1/4.。

The above excellent performance is due to the fact that the Greater China High yield Bond Fund has always adhered to the concept of value investment, using strict due diligence and bottom-up fundamental analysis. explore attractive high-quality high-yield bonds that have not been deeply studied and have special investment opportunities, so as to capture considerable return potential for investors.

On the other hand, the process of interest rate cuts launched by central banks around the world is also good for the performance of bond assets.As of November 22, 2019, the Huili Greater China High yield Bond Fund has yielded 8% so far this year.

Funds with excellent short-term performance in the market may benefit from market opportunities, but the report card is enough to show the strength of the Hui Li Greater China High yield Bond Fund, which has been established for 8 years. JustIn May this year, the Greater China High yield Bond Fund was included in the AAPBS textbooks of Asia's top business schools as an excellent business case.

The company's size, reasonable revenue growth logic, excellent fund managers and excellent core products are the beacons that support the company to cross the bull and bear sea, and then see the rainbow after wind and rain.