Investment Philosophy - Richard Peng emphasizes a client-first approach, prioritizing customer interests to achieve mutual long-term success [3][4] - The investment strategy focuses on stability and absolute returns, aiming for an annual return of 10%-15% regardless of market fluctuations [4][6] - Influences on Richard Peng's investment philosophy include Warren Buffett's "slow wealth accumulation" and Nassim Taleb's concepts of risk and uncertainty [5] Asset Management Products - Beta International Securities has obtained a Type 9 asset management license and plans to launch a fund targeting high-net-worth clients in the Hong Kong stock market [6][9] - The fund will focus on the primary market for new stock offerings, leveraging communication with issuers to secure favorable long-term returns [6][9] - The investment threshold for the fund is set at HKD 1 million, with a requirement for liquid financial assets of over HKD 8 million, targeting a projected annual return of over 20% [9] Future Outlook - The company aims to develop "midfield master-level" investment products that provide steady returns, catering to clients seeking more than just basic financial products [10] - Richard Peng believes that the recent regulatory changes in the Hong Kong IPO market will benefit institutional investors and enhance market fairness [7][10] - The company is committed to cautious and diligent management, recognizing the inherent uncertainties in the market [11]
彭总专访:携手贝塔证券,为投资人朋友提供逻辑清晰透明,稳健可持续的投资可选项
贝塔投资智库·2025-09-02 04:00