國金證券(香港)资产管理业务介绍
  • 國金證券(香港)有限公司是一家為客戶提供全方位证券及资产管理服務的香港专业金融机构.
  • 公司的经营宗旨是: 以客戶需求為导向、為客戶创造财富、追求客戶资产在有效风险控制下的绝对收益最大化.
  • 其主要投资目标是通过投资于大中华地区证券交易所上市交易的证券,以达致中长线资本增值.
  國金證券(香港)资产管理团队的特点
  • 在海内外市场丰富的投资实践经验.
  • 深厚的买方研究沟通网络:研究机构及行业协会.
  • 具备本土化和国际化双重背景的投资团队.
  • 资深行业背景、覆盖全面的研究团队.
  • 前瞻性地把握不同市场投资主题的能力.
  • 敏锐规避市场风险的能力.
  • 严格的投资流程及风险管理方法.
  國金證券(香港)资产管理团队的历史业绩
  • 國金證券(香港)作为投资管理人于2004年1月参与设立亿龙中国基金(Dragon Billion China Fund),初始资产3.87亿港元.
  • 國金證券(香港)于2003年7月1日至2006年6月30日担任国泰君安中国B股基金的投资顾问,期间该基金的年复合增长率为30%.
  • 由國金證券(香港)管理的Beston Vantage Fund成立以来表现一直优于指数.
  國金證券(香港)资产管理团队投资策略
  • 國金證券(香港)资产管理团队主要采用“自上而下”的方式进行行业资产配置,采用“自下而上”的方式甄选投资目标.
  • 在行业资产配置层面,投资经理在分析宏观经济、区域及行业基本面后确定基金在一定时期内的行业布局。该等详尽的分析可包括对所挑选行业的商业周期及潜在增长的基本面研究。通过跟踪不同行业的相对价值及行业增长潜力的相对周期变化,定期调整行业资产配置权重.
  • 在投资目标甄选层面,投资经理意在投资于被认为是具备竞争力和持续盈利能力的“优势型公司”,及那些认为基本面有重大改善但被低估的“改善型公司”.
  • 投资经理通常采用投资四步骤:(1)確定行業資產配置,(2)目標公司確認,(3)目標公司評估及(4)確定投資時機.
  • 基于对宏观经济、区域和行业基本面的分析,投资经理将定期调整不同行业的资产配置.
  • 基于一系列谨慎建立起的标准,投资经理将定期选出一组目标企业作为公司潜在的投资。投资经理将对每一目标企业进行评估并筛选出估值相对偏低的企业以便投资.
  • 投资经理将基于对市场动力的判断,以决定调整投资组合的最佳时机或做出一项投资.
  國金證券(香港)资产管理团队的联系方式
  • 陳先生      電話:+852-3523 6196     傳真:+852-2185 6100  電子郵寄地址:bvf@hksinolink.com.hk
  About Sinolink Securities (Hong Kong) Company Limited's Asset Management Team
  • Business scope:
    – Sinolink Securities (Hong Kong) Company Limited is a Hong Kong-based financial institution which provides comprehensive securities and asset management services in the Asia-Pacific region.
    – Company's management objectives for the customer are: take customer demand as the guidance, increase wealth for the customer, and achieve absolute income maximization for the customer under effective risk control. – Main investment goal is to achieve mid to long term capital appreciation through investing in listed securities on the stock exchanges in the Greater China region.
  • Our Asset Management Team's Characteristics:
    – Rich practical investment experiences in Asia-Pacific region;
    – Profound buyer research communication network: The research institute and professional association;
    – Has dual (both localized and international) background investment management team;
    – A research team with full coverage and senior industry background;
    – The ability to grasp investment opportunities in different markets with  forward-looking attitude;
    – The ability to avoid market risk;
    – Strict investment flow and risk management procedure.  
  • Our Historical Achievement:
    – Sinolink Securities (Hong Kong) Company Limited acting as the investment manager participated in the setting up of the Dragon Billion China Fund in January, 2004, with an initial capital of HK dollars 387,000,000.
    – Sinolink Securities (Hong Kong) Company Limited was the investment advisor for the Chinese B Shares Fund managed by Guotai Junan Securities Co., Ltd. from July 1, 2003 to June 30, 2006.  The compound rate of increment of the fund during that period was 30%.
    – Beston Vantage Fund managed by Guangdong Securities Limited surpasses the index continuously ever since its launch.
  • Investment Strategy
    –The asset management team primarily adopts a top-down approach in determining sector allocation, and a bottom-up approach in identifying investment targets.
    – For sector allocation, the Investment Manager will determine the industry composition over a certain period of time after analyzing macroeconomic, regional and industry fundamentals. Such detailed analysis may include the fundamental research on business cycle and growth potential for the selected industries. The Investment Manager may periodically rebalance the weight of sectors by tracking changes in relative valuation and relative cyclical growth potential among the sectors.
    – In identifying investment targets, the Investment Manager aims to invest in “Advantageous Companies” which are considered to be competitive and profitable, and in “Improving Companies” which are considered undervalued taking into account the significant fundamental improvements made within these companies.
    – The Investment Manager normally follows a four-step investment process: (1) determining sector allocation, (2) identifying target company, (3) evaluating target company, and (4) determining investment timing.
    – Based on analysis of macroeconomic, regional and industry fundamentals, the Investment Manager will periodically rebalance the weight of different sectors.
    – Further, based on a series of carefully developed criteria, the Investment Manager will periodically select a group of target companies as potential investments for the Company.  The Investment Manager will then evaluate each target companies and select such companies that are relatively undervalued to invest in.
    – The Investment Manager will rely on its judgement of the market momentum in determining the best timing to rebalance the investment portfolio or make an investment.
  • Contact Details
    – Mr. Jacky Chan    Tel:+852-3523 6196    Fax:+852-2185 6100    Email :bvf@hksinolink.com.hk               


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