Long Kai Lu

LFM is an active, conservative manager which is divided into an investment decision-making committee and a risk control committee. The investment committee oversees the fund operations, making basic investment decisions, while the risk management committee evaluates operational risks. The firm manages a range of investment vehicles including a hybrid fund, an equity fund, an index fund, a bond fund, an alternative fund and a money market fund, with the bulk of investments in Chinese securities.

CCB-PAM is a research-driven, value-oriented investment manager which with a long-term investment horizon. The firm invests in undervalued investment varieties of fixed-income and listed equity across sectors, exclusively in China. CCB-PAM pays attention to the combination of quantitative analysis and qualitative analysis, and carries out asset allocation and industry allocation using a top-down strategy, and selects securities using the bottom-up approach. In the investment process, the firm fully absorbed and borrowed the investment experience of the Principal Financial Group of the United States, and combined with the actual situation of the Chinese securities market, to build and optimize the investment portfolio.