优美利投资贺金龙：让投资者“拿得住、睡得着、赚到钱”

Core Viewpoint - The investment philosophy of the company emphasizes stability and long-term gains over short-term high returns, advocating for low-volatility products that can yield consistent profits for investors [1][2][11]. Group 1: Investment Strategy - The company has shifted its focus from high-volatility products to low and medium-volatility strategies, such as quantitative convertible bond strategies and quantitative hedging strategies, which have proven to be more stable and risk-controlled [1][3]. - The founder believes that the core goal of investing is not to seek short-term excitement but to ensure that investors can "hold on, sleep well, and make money" [1][2]. - The company has developed a "valuation-momentum-risk parity" decision-making system to ensure that investment strategies remain resilient across various macroeconomic environments [3]. Group 2: Risk Management - The company employs a comprehensive risk management framework that integrates artificial intelligence and big data analysis to maintain a high level of sensitivity and responsiveness to market fluctuations [3][4]. - A compliance intelligent recognition module has been added to the risk management system to automatically scan for potential compliance risks, thereby creating a proactive regulatory defense line [5]. - The company emphasizes that risk management is not about limiting returns but about protecting compound growth [5]. Group 3: 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 believes that controlling drawdowns effectively allows for the natural compounding of returns, leading to significant long-term growth [6][10]. - The company has maintained a "zero default" record in bond investments over the past decade, attributing this success to disciplined risk management and systematic monitoring of market indicators [7]. Group 4: Technological Integration - The company has invested heavily in technology, with technology expenditures accounting for half of its profits, and has established a complete chain from data collection to risk control [10][11]. - The team comprises members with backgrounds in computer science, mathematics, and financial engineering, which enhances the company's technological capabilities [10]. - The company aims to build a competitive edge through systematic and automated execution capabilities, positioning technology as a foundational element of its investment strategy [10][11].