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Corporate Profile and Organizational Structure

Home Capital was founded on April 2010 with registered capital of 10 million RMB.We are a member of the 2nd Council of Shenzhen Private Equity Association (SZPEA).

We have well-established research support,investment procedure,risk management system and operations management system.

Members of the core management teamcome from prestigious mutual fund companies and security companies with decades of invest management experience.The management team owns majority shares of the company. Their interests arewell in line with company shareholders'.

We are devoted to providing our clients with sincere service and long-term asset growth by achieving the target of absolute positive return.

Core Advantages

  • 1. A leading investment
    research team

    Core members of the team all come from large domestic public funds management companies and securities companies with over two decades of investment experience.

  • 2. Long history

    We have engaged in asset management for over 5 years.

  • 3. Global vision

    With rich experience in overseas investment, we seek domestic investment opportunities in a global vision.

  • 4. Rigorous research
    framework

    We conduct research from top down- starting from macro economy, then to industry and finally to companies.We gain the future trend by research based on our comprehensive database.

  • 5. Long-term performance

    Core members of the team all have traceable outstanding performance in their over-20-years of investment experience.

  • 6. Absolute positive return

    We have the ability to create absolute positive returns under various market conditions.

  • 1. A leading investment
    research team

    Core members of the team all come from large domestic public funds management companies and securities companies with over two decades of investment experience.

  • 2. Long history

    We have engaged in asset management for over 5 years.

  • 3. Global vision

    With rich experience in overseas investment, we seek domestic investment opportunities in a global vision.

  • 4. Rigorous research
    framework

    We conduct research from top down- starting from macro economy, then to industry and finally to companies.We gain the future trend by research based on our comprehensive database.

  • 5. Long-term performance

    Core members of the team all have traceable outstanding performance in their over-20-years of investment experience.

  • 6. Absolute positive return

    We have the ability to create absolute positive returns under various market conditions.

Investment Objectives and Philosophy

Investment objectives

Keep assets secure through outstanding risk control.Obtain stable returns and strive for excess returns. Avoid systematic risk and also seize cyclical opportunities. Aim to obtain absolute positive return, compound annual growth rate (CAGR) over 20%, for clients’ assets.

Investment philosophy

Discard short-term ranking,seek absolutely positive return.We ensure long-term, absolute positive returns by making investment with intelligence and rational thinking. We believe that speculationand luck may bring huge profits in the short run, but only quality thinking and the ability in value judgment of an investment research team can ensure long-term and steady absolute returns.

Pick outstanding countries, choose growing industries and select leading companies.Entrepreneurship is the best moat for companies.Weselect companies with fundament that can be proven by history. We collect sufficient data and conduct rigorous analysis.We grow with outstanding companies and share long-term returns from their growth.

Investment Principle

We aim to bring absolute positive return to clients, discard short-term ranking. We stick to long-term value investments, pick opportunitieswith high certainty but also preparefor black swan events. We make investment decisions by analyzing companies’ value, refuse to speculate on unreliable news but also adjust assets allocation based on market sentiment.

Follow big trends

When making investments,one should consider long-term issues. Only following big trends can protect investors from being the prisonersof the market.

Invest in the best

Mediocre opportunities or companies are taboos in the investment domain, as mediocrity will be punished by the market.

Focus on known
things

Betting on things beyond their capability is equal to fighting against tigers without weapons. The long-term results of such actions must be terrible.

Revere the market

No one can precisely predict market movement.Short swing trading will always end up with buying high and selling low.

Certainty

Always remind ourselves: have we done in-depth research and how certain are we?

Investment Process

Investment Process

  • Bymonitoring economic data and important policies worldwide, we come to a conclusion about the mid-term and long-term marketpattern and style.
  • We focus both on innovativeand traditional industries, explore the corethings of industry development trends and find investment opportunities brought by industrial changes.
  • We intensively study industrial chains, comprehensively analyzecompany’s competitiveness and achieve a complete understanding of its trends of futureperformance.
  • We track companies and market information, and then formulatevarious trading strategies for products within our objectives.

Risk Management

We established a comprehensive risk controlsystem, which includes regulation arrangement, asset allocation, portfolio risks, stop-loss measures, client risk preference, etc. By pre-event analysis, in-process control and post-event feedback, we achieve the goal of absolute positive returnsand maximize return with controllable risks.

Investment Decision-making Committee draft specific strategies

  • Macro and Industry Research
  • Select the Stock Pool and Core Stock Pool
  • Initiate tInvestmentmeeting
  • Make investment Decision
  • Strictly follow the procedure.

Portfolio Risk Analysis and Quantitative Measurement

  • Position Ratio Compliance
  • Portfolio Proportions Compliance
  • Portfolio riskstress test,portfolio beta analysis,correlation analysis
  • Liquidity analysis, control allocation of a single stock

Optimal Portfolio of Venture Capital

  • Examine whether the portfolio risk featuresmatch the investment strategy.
  • Examine whetherassets allocation amongindustriescompliantwith theinvestment principles.
  • Absolutely obey the investment principles.
  • Give full considerations to clients’ risk preference.