天駿中國基金

  • 主要投資目標: 利用長 /短倉策略,把投資回報最大化,同時減低投資組合價值的波動性。
  • 利用事件驅動模式進行投資,並實行從下而上的基礎分析。
  • 主要投資位於中國、以中國市場為主要收入來源、或可受惠於中國經濟增長的已上市及未上市公司的股票(包括但不限於中國和跨國/地區企業)。
  • 投資市場包括但不限於中國、香港、台灣、新加坡和美國。
  • 基金可因應中國經濟狀況,買入期貨期權以作投資或對沖。

投資理念

  • 基於中國經濟和企業盈利增長強勁,加上市場效率較低,市場湧現不少管理優良但被忽略的股票可供我們廉價購入。
  • 天駿的投資策略柔合事件驅動及價值投資元素,從以平衡投資組合回報上升及價值下降風險。
  • 事件驅動: 通過各種事件驅動,公司的價值重估得以加快、放大。研究股價推動元素,帶來的回報較純粹受惠於企業盈利增長更高 => 更高的上升潛力
  • 價值投資: 在惡劣的市況下,基礎穩固及有實質價值支持的公司,能為投資組合帶來額外的保護 => 更強的下行保護
  • 有效的投資策略,加上有紀律的投資程序和風險控制,可以長期提供卓越的超額收益。

投資步驟

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