Investment research creates value, risk control highlights brand

A leader in localized hedge funds and diversified cross-border asset management

EQUITY LONG-SHORT Stock market in Greater China region

The Equity Long /Short strategy is ourprimary strategy focused on the Chinesemainland and Hong Kong Stock markets (Aand H shares). The strategy aims togenerate alpha, with low volatility, lowwithdrawal and high Sharpe Ratio.

01

Select investment targets and deepen the fundamentals of individual stocks.

02

Differentiated distribution of stock pool, scientific and rigorous risk control mechanism.

03

Focus on valuation depression and adhere to value investment.

04

After several rounds of bull and bear market, the strategy has been continuously verified and improved.

MULTI ASSET STRATEGY European and American stock markets

Yaozhi Multi-Asset Strategy employs bottom-up fundamental analysis to identify high dividend-paying companies with strong cash flows, which have the ability and willingness to pay dividends and increase them over time.

This strategy is highly active and benchmark-agnostic, its flexible approach allows it to invest in stocks and bonds from anywhere in the world when seeking attractive income opportunities.

Sustainable returns come first

Resource allocation for dividend maximization

Bottom-up security selection

Risk management
is key

Stocks and bonds teams working together

FUTURES ARBITRAGE TRADING

Yaozhi Precious Metals Cross-Market Arbitrage aims for absolute returns, with a focus on the Shanghai Futures Exchange, Shanghai Gold Exchange, New York COMEX gold and silver futures, and spot deferred trading.

Precious metals cross-market arbitrage has low correlation with commodities, stocks, and bonds, making it an ideal asset allocation choice for institutions and high-net-worth individuals.

Reverse trading of
the same variety

Intraday +
Short-term trading

Automated +
Semi-automated trading

FIXED INCOME

Yaozhi is one of the first professional private equity asset management institutions in China to invest in the fixed income market. It has long focused on investing in domestic and foreign bonds and related derivatives, pursuing absolute returns through a combination of bond allocation and derivative arbitrage.

Global Cross
Market Investment

Credit Research

Duration Management

Interest rate derivative arbitrage

FOF

Using proprietary asset allocationtechniques, this strategy constructs a lowcorrelation and low volatility fund of fundsportfolio through active allocation acrossregions, asset classes and strategies,. Thestrategy aims to achieve stable long-termpositive absolute returns, in excess of theunderlying market.

Cross-regional

Multiple assets

Cross strategy

The FOF investment manager does not directly manage the fund investment, but invests the fund assets in different private fund management institutions. Through active allocation and capital adjustment of different types and styles of private funds, to achieve the goal of large asset allocation and sustainable and stable income.

Select the best from the best

Active management

Risk diversification

Smooth performance