Investment research creates value, risk control highlights brand

Through bull bear independent, rigorous, innovative, focused investment research

YZAM INTRODUCTION

Yaozhi Group is a comprehensive financial organization headquartered in Shanghai, China, with multiple financial subsidiaries. Its clients include domestic and foreign financial institutions such as banks, trusts, and securities.

Yaozhi Private Equity Fund is one of the first licensed private equity fund management companies in China. It was founded in 2011 and has since been a member of the China Securities Investment Fund Association (AMAC). Yaozhi is also a member of the China Securities and Fund Industry Association, with investment advisory qualifications certified by the China Securities and Fund Industry Association. As early as 2015, he has been among the top 10 billion private equity firms in China.

Yaozhi International holds Securities Advisory (Category 4) and Asset Management (Category 9) licenses issued by the Hong Kong Securities and Futures Commission (SFC), and holds QFII/RQFII qualifications. At the same time, the group also participates in primary equity investments in high-tech industries such as chips and new energy, assisting enterprises in more efficient research and innovation, and playing a positive role in industrial upgrading and enhancing international competitiveness.

Yaozhi is committed to providing asset management and securities consulting services to clients in mainland China and overseas. The investment scope includes domestic and foreign stocks, bonds, derivatives, and primary equity financing. With the rapid development of China's financial market, Yaozhi believes that participating in both inbound and outbound capital flows will provide enormous opportunities in the coming years.

Yaozhi's continuous investment in investment research and risk control has helped it grow into a well-known professional financial institution in the industry. It has won the China Private Equity Fund Golden Bull Award consecutively and has established long-term and stable cooperative relationships with all well-known domestic banks, leading large securities firms, and overseas well-known asset management institutions. As China's financial investment gradually opens up, Yaozhi will continue to provide comprehensive and one-stop asset management services for domestic and foreign investors, and continue to implement a prudent and professional investment philosophy.

about

INVESTMENT
PHILOSOPHY

Adhering to the concept of fundamental research underpinned by strict risk management and control, we focus on a steady appreciation of investors' assets.

DEVELOPMENT HISTORY

  • July

    YZAM was founded as one of the first private equity fund management institutions in China.

  • May

    YZAM joined the China Fund Industry Association

    September

    YZAM joins the China Securities Association.

  • March

    Ranked among the first private fund managers in China.

  • September

    YZAM Received Type 9 license from HK SFC

    December

    YZAM AUM exceeded 20 billion yuan.

  • June

    Establish a stock investment Investment Team

    November

    YZAM received HK Type 4 licence from HK SFC

  • April

    YZAM won the China Private Placement Golden Bull Award

    July

    Yaozhi International issued the first offshore fund

  • January

    Complete the establishment of stock long and short investment Investment Team

    April

    Won the Golden Bull Award of China Private Equity Fund again

  • June

    Complete the layout of long and short equity teams in Beijing, Shanghai and Hong Kong

  • May

    The cooperation products with many overseas well-known asset management institutions have entered the substantive preparation stage

  • 2021

    Completion of the London office; Transformation platform private equity fund

  • 2022

    FoF team formation; The company changed its name to Yaozhi Private Equity Fund

  • 2023

    Preparation of overseas office base Singapore

HISTORICAL HONORS

2013

China Fund Golden Tripod Award "Best Innovative Product Award"

2014

China Times Golden Cicada Award "Best Annual Bond Strategy Fund"

"Excellent Trading Team" of treasury bond Futures of China Financial Futures Exchange

2015

Private Placement Achievement Award" on the list of private placement in China of Chaoyang Everlasting Huabao Trust

China Private Equity Fund Ranking "Bond Strategy Good Fund"

"Treasury bond futures excellent trading team" of China Financial Futures Exchange

Caishi China Hedge Fund Jiefu Award "Best Fixed Income Strategy Award"

Caishi China Hedge Fund Jiefu Award "Best Fund Product Award"

2016

Huabao Securities, "Best Bond Strategy Award" of China Quantitative Hedge Fund Hualiang Award of No. 1 Finance and Economics

"Institutional Investor of the Largest Corporate Bond Product" awarded by Caishi China Bond Investment Agency

"Best Yield" awarded by Caishi China Bond Investment Agency

Golden Yangtze River Award of the Securities Times "Industry Model Private Equity Fund Company"

Golden Yangtze River Award of the Securities Times "Outstanding Private Equity Fund Manager of the Year"

"Most Courageous Award" of China Bond Club

Caishi China Hedge Fund Jiefu Award "Most Innovative Product Award"

"Best Institutional Partner" of the 9th Annual Conference of Private Equity Fund in 2016

"Best of the Year Award (Fixed Income Strategy)" of the 9th Annual Conference of Private Equity Fund in 2016

The 8th Private Placement Taurus Award of China Securities Journal "Bond Strategy Taurus Private Placement Management Company"

2017

The Ninth Private Placement Taurus Award of China Securities Journal "Bond Strategy Taurus Private Placement Management Company"

Shanghai Securities News Golden Sunshine "Annual Growth Private Equity Company Award"

"Three-year fixed income strategy award" of Sina Financial Gold Hedgehog

2020

"Excellent Hedge Fund Product Award" of the 10th Caishi China Fund and Wealth Management Jiefu Award

2023

Caishi China -14th Fund and Wealth Management Jiefu Award "Outstanding Hedge Fund Manager"

Caishi China -14th Fund and Wealth Management Jiefu Award "Excellent Hedging Policy Product"

Caishi China -14th Fund and Wealth Management Jiefu Award "Top 10 Excellent Fund Managers"

about