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泰康资产-规模与业绩齐头并进的市场领跑者

Taikang Asset - a market leader where scale and performance go hand in hand

富途资讯 ·  Feb 21, 2020 17:14  · Exclusive

With total assets exceeding 1.7 trillion, this asset management ship is Taikang assets.

Since its establishment in 2006, the 13-year-old Taikang Asset has always practiced the excellent financial management strategy. Its management scale has increased more than 10 times in the past decade, and now it has become one of the largest asset management institutions in China.

As a wholly-owned subsidiary of Taikang assets, Taikang Asset Management (Hong Kong) gives full play to the credit evaluation advantages of the internal team established by the parent company, and with its rich experience, invests in RMB bonds at home and abroad, overseas US dollar bonds, etc., and has made remarkable achievements in the field of fixed income.

It has been fruitful in terms of equity investment: from January 1, 2009 to March 31, 2018, Taikang assets (Hong Kong) Hong Kong stock long position strategy representative account cumulative return of 400.39%, annualized rate of return of 19.01%, relative to the benchmark rate of return of 153.91%, the cumulative excess rate of return reached 246.48%, and ranked first in the Hong Kong stock strategy group of foreign reports on eVestment.

A veteran who strives for progress in the midst of stability

Taikang Asset has been working hard to build a strong research team and continuously improve the ability of the team to invest in research. At present, there are nearly 900employees and 363 participants, most of whom have master's and doctor's degrees, overseas study and work experience, and professional qualifications such as CFA, FRM, CPA and so on.

They have always adhered to the investment concept of "keeping straight". Through the combination of top-down and bottom-up, they pay attention to fundamental research, pay more attention to value investment, constantly tap market opportunities, and are committed to creating sound investment returns for investors.

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Taikang fixed income Fund Manager: Mr. Song Qichao

Mr. Song Qichao, the investment manager, has managed several fixed income portfolios and has 9 years of research experience. Prior to joining Taikang, Mr. Song worked as a fund manager in Southern Dongying Asset Management Co., Ltd. he also worked as the first macro and fixed income researcher in start-up securities, and as a fund manager in Guoxin Securities Asset Management, raising and managing the first RMB bond fund in Italy and the first RQFII funds in Hong Kong.

Mr. Xu Shaoji has 20 years of industry experience as Executive Director and head of fixed income Department in Hong Kong. Before joining Taikang at the end of 2014, he served as Deputy Investment Director of Hang Seng Investment Management and representative of the Hong Kong Monetary Authority in New York. The Hang Seng RMB Bond Fund, which he used to manage, was awarded the highest 4-star rating in its category by Morningstar, while Bloomberg Businessweek rated it as the "best RMB bond fund in Hong Kong".

Mr. Xu has long been involved in the international bond market and has accumulated rich experience in investment management. Before the 2008 financial crisis, he strongly advised the head of Hang Seng Bank's treasury office to be cautious about buying investment products such as CD, making Hang Seng the only large local bank in Hong Kong to avoid investment losses at that time.

With its rich research experience, Taikang team has repeatedly won authoritative awards such as Taurus Fund, Star Fund, Gold Fund and Yinghua Award, as well as the Gao Rong of "Jinbei Award 11 continuity". It has been fully recognized by the industry and the majority of investors.

Risk and disclaimer: this document is not and should not be regarded as the basis for soliciting, soliciting, inviting, recommending the sale of any investment products or investment decisions, nor should it be interpreted as professional advice. Those who read this document or before making any investment decision should fully understand the risks and the characteristics and consequences of the relevant laws, taxes and accounting, and decide whether the investment is in line with their financial position and investment objectives according to their own circumstances, and whether it can withstand the relevant risks, and should seek appropriate professional advice if necessary.

Investment involves risks, and investors should carefully read the fund information and related documents (including its risk factors). Investors are advised to note that the prices of fund products can rise or fall, and may change substantially within a short period of time. Investors may not be able to get back the amount they have invested in the fund. The past performance of the fund does not predict future performance. If there are similar forward-looking statements in this document, such contents or statements shall not be regarded as guarantees of any future performance, and it should be noted that the actual situation or development may differ materially from such statements.

Those whose investment income is not in Hong Kong dollars or US dollars are subject to the risk of exchange rate fluctuations.

The translation is provided by third-party software.


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