Core Viewpoint - Quantitative investment has become a significant force in the A-share market, with Kuan Investment Asset Management gaining attention for its stable performance and commitment to long-termism [1][3]. Group 1: Company Philosophy - Kuan Investment's core philosophy emphasizes survival and long-termism, prioritizing absolute returns for clients over aggressive growth [3][4]. - The founder, Qian Cheng, has invested all personal funds into the company's fund, demonstrating a strong commitment to capital preservation [3]. - The company maintains a rigorous risk control system throughout the investment research process, aiming for moderate returns while managing risks effectively [3][5]. Group 2: Market Outlook - Qian Cheng expresses a cautious optimism about the A-share market's performance over the next one to two years, advising investors to temper their expectations [4]. - The competitive landscape of the quantitative investment sector is described as a "red ocean," with increasing pressure from new entrants [5]. Group 3: Technological Innovation - Continuous technological iteration and 100% in-house development are identified as key strategies for navigating the competitive market [5][6]. - The company emphasizes the importance of deep research and rapid technological adaptation, with a focus on studying new AI developments [5][6]. - Kuan Investment aims to provide long-term, customized services to clients, leveraging AI to enhance the precision of quantitative investment practices [6].
宽投资产钱成:在量化红海中做长期主义坚守者
Zhong Guo Zheng Quan Bao·2025-11-03 00:18