Ming Yuan Zhong

Provides investment advice

DCFM’s investment process includes research, investment decision and portfolio construction, transaction management, risk and performance evaluation and portfolio adjustment according to the nature of the business. The firm utilizes quantitative models to assist with their risk identification and risk monitoring processes. Their investment approach is research-driven and they attach high importance to risk management.

EFM is a research-driven, value-oriented manager which combines active and passive investment approaches to implement in their equity and fixed income strategies. The firm’s Active Equity Investment philosophy strives to discover value on the basis of in-depth research and pursuing long-term and stable excess returns. They currently have four key product strategies to cater for clients with varied risk tolerance and return expectation: Value, Balanced growth, High growth concentration, and Sector funds. EFM’s Passive Equity strategy utilize full replication and enhanced quantitative techniques with a flexible trading model which covers investment spectrum of large-, mid- and small-cap stocks. The firm currently manages over 50% of its fixed income assets for institutional investors. Their Fixed Income strategy uses in-depth research and a combination of top-down and bottom-up approaches to manage risks for clients and creates continuous and stable values.