优美利投资贺金龙： 用时间证明“慢即是快”

Core Viewpoint - The investment philosophy of the company emphasizes stability and long-term gains over short-term volatility, with a focus on low-volatility products that can yield consistent returns for investors [1][2][10]. Group 1: Investment Philosophy - The founder of the company, He Jinlong, believes that the core goal of investing is not to chase short-term excitement but to ensure that investors can "hold on, sleep well, and make money" [1]. - The company has developed a multi-asset quantitative system that prioritizes risk control and stable returns, demonstrating that low volatility does not equate to low returns [6][9]. Group 2: Performance Metrics - The flagship product, "Youmeili Win Value No. 1 A-Class Share," has achieved a cumulative return of over 150% and an annualized return exceeding 15% since its inception over six years ago [6]. - The company has maintained a record of "zero defaults" in bond investments over the past decade, attributing this success to disciplined risk management and a systematic approach [7]. Group 3: Risk Management - The company employs a "valuation-momentum-risk parity" decision-making framework, which aims to balance risk contributions across different assets to maintain resilience in various macroeconomic environments [3]. - An AI-driven risk control and timing management system has been developed to analyze market sentiment and optimize trading efficiency, significantly enhancing execution speed compared to manual trading [4][5]. Group 4: Technological Integration - The company invests heavily in technology, with half of its profits allocated to technological advancements, establishing a complete chain from data collection to risk control [9]. - The team comprises members with backgrounds in computer science, mathematics, and financial engineering, which supports the development of automated execution systems [9][10]. Group 5: Long-term Strategy - The company focuses on a long-term investment strategy, avoiding high-volatility products and instead opting for a diversified approach that includes various strategies such as convertible bonds and quantitative neutral strategies [8][10]. - The belief in compounding returns and the importance of managing drawdowns are central to the company's investment approach, aiming for consistent annual returns rather than chasing high short-term gains [2][6].