Core Insights - The investment landscape is undergoing profound changes driven by "technological advancement, new productive forces, and collective consensus" as the new paradigm for asset pricing [2][3] - The traditional valuation models are becoming less effective, necessitating a shift towards quantitative discipline to translate qualitative insights into actionable investment strategies [2][3] Group 1: Investment Philosophy - The investment approach emphasizes the balance between rational calculation and human insight, seeking optimal solutions through a dynamic equilibrium [1][2] - A strategic direction is established through qualitative research, which serves as a guiding compass for investment decisions [2] Group 2: Quantitative Tools - A precise navigation system is essential for executing investment strategies, consisting of two main components: CPPI technology for dynamic risk control and a risk budgeting model for resource allocation [3] - The CPPI technology includes mechanisms for dynamic adjustment of risk exposure based on net value performance and automatic asset allocation during market fluctuations [3] Group 3: Balancing Act - The essence of investment management lies in finding a delicate balance across multiple dimensions, including short-term versus long-term coordination and maintaining flexibility while adhering to core strategies [4][7] - The investment model aims to filter out short-term noise while capturing long-term signals, ensuring that the strategy remains robust against market volatility [6] Group 4: Communication and Adaptation - Clear communication with investors is prioritized, with regular reports to explain performance and investment rationale, helping to set rational expectations [8] - The investment process involves a step-by-step adjustment strategy to minimize market impact while ensuring that asset selection aligns with emerging productive forces [8] Group 5: Continuous Improvement - The investment methodology focuses on building a self-evolving system that withstands the test of time, with quantitative tools playing a crucial role in achieving investment objectives [9] - Each analysis, model optimization, and allocation adjustment is part of a continuous search for better solutions, emphasizing a sustainable approach over chasing short-term trends [9]