Secondary market investment

Delivering robust, compliant, and professional asset management solutions for global institutions and high-net-worth investors through excellence in quantitative research and systematic execution, committed to achieving long-term sustainable risk-adjusted returns

Secondary market investment

Professionalism & Focus

Deeply rooted in the quantitative field, we build continuously evolving investment capabilities through solid research, rigorous models, and advanced technology.

Prudence for the Long Run

Risk control first, disciplined execution – we pursue steady long-term returns, never chasing short-term gains or venturing into blind spots.

Openness & Innovation

Staying keenly curious about markets, technologies, and methodologies, we drive ongoing evolution in strategies, systems, and partnerships.

Trust & Win-Win

Grounded in compliance and guided by transparency, we grow together and share value with investors, partners, and our team.

Investment Team

Morgan Z

Founder

Over 15 years of senior management experience in fintech, with deep expertise in designing quantitative models, deploying proprietary algorithms, and exploiting market inefficiencies. Specializes in automated trading solutions and commodities trading.
Holds an Executive MBA from the National University of Singapore and a Master's in Project Management from the Université du Québec.

Richard T

Chairman

Over 20 years of venture capital and asset management experience in both Mainland China and Hong Kong, upholding a value-investing philosophy with exceptional investment performance and compliance expertise.
Previously held senior management positions at leading investment institutions including Morningside Capital and Shanghai Alliance Investment, and co-founded Alpview Global Holding and China Horizon Asset Management Limited.

Sam C

COO

Senior executive with deep experience in fintech and private equity, possessing over 20 years of cross-functional management experience spanning securities information services, financial data technology, internet platform entrepreneurship, and private equity investment. Previously served as Head of Marketing at a state-controlled securities information institution, core executive at a Nasdaq-listed financial group, founder and CEO of a tech company, and partner at a private equity fund.

Ndiaye Moussa

Algorithm Supervisor

With a solid background in computer science, possessing years of in-depth hands-on experience at the intersection of fintech and quantitative engineering.
Specializes in algorithm design for high-performance trading systems, low-latency architecture optimization, and the R&D and implementation of systematic investment frameworks, committed to driving intelligence and efficiency in financial decision-making through technological innovation.

Strategy logic

Raw Data

Real-time data
Sector-wide indices
Thematic indices
Leading "lead"
stocks
News

External Interaction

Exchange Engine
Web Client

Order Placement InstructionsInformation Feedback

Parent Order/Information Upload

Statistical Information Query, etc.

Internal Intelligent Engine

Market Service

Prediction Model

Master Control Module

Strategy Module

Data Bus

Data Acquisition

Trading Instructions

Model Training

Signal Prediction

Trading Instruction

Intelligent Feature Engineering

Dimensionality removal: Standardization, Normalization Missing value handling: Spline interpolation Dimensionality reduction: PCA

AI Signal Generation

LSTM Neural Network BP Fully Connected NetworkXGBoost XGBoost Ensemble Learning Model Custom Stop-Loss Function

Strategic advantage

Risk-Adjusted Return Metrics Lead the Industry

The historical Sharpe ratio ranges from 3.3 to 4.88, surpassing traditional trend-following strategies by more than three times. The ability to generate returns per unit of risk places it in the top tier of the quantitative investment field.

The long-short hedging mechanism effectively mitigates market volatility risks

A long-short two-way position design uses spread arbitrage across gold, silver, crude oil, and other products to hedge one-sided market volatility and decouple the strategy from absolute commodity prices.

R

T

A

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A stable profitability model validated through live trading across multiple commodity varieties

Since 2019, continuous live trading validation has been conducted across three major commodities: gold, silver, and crude oil. The annualized return has consistently ranged between 11% and 41%, demonstrating proven adaptability to diverse market conditions.

Gold Arbitrage Delivers High Annualized Returns (Historical Data)

The gold arbitrage strategy achieved an annual peak return of 41% by capturing inter-temporal and inter-market price spreads, enabling the accumulation of excess returns under low-volatility conditions.

Risk management

Portfolio Risk

Real-Time Monitoring.
Regular Meetings of the Risk Committee.
Utilization of Advanced Systems; Implementation of Pre-Trade and Post-Trade Reviews.
Hard Risk Limits Embedded in Pre-Trade Review Procedures.

Contingency Plans and Resolution Strategies

Develop contingency plans and risk mitigation strategies for various risk scenarios, including market volatility, liquidity constraints, and credit events. Take prompt action to mitigate potential losses when risk incidents occur.

Counterparty Risk

Understand the legal agreements signed with trading/custodian counterparties and familiarize yourself with the legal jurisdiction of each counterparty.
The Risk and Operations Committee continuously assesses and monitors the credit status and risk exposure of each counterparty.

Risk Control

Compliance with Regulatory Requirements: Strictly adhere to the rules and requirements set by regulatory authorities, including reporting obligations, disclosure standards, and investment restrictions.
Ensure that fund management activities align with legal and regulatory provisions to protect investor interests and fund security.

Partners

Nasdaq-listed Company — FUTU Holdings (NASDAQ: FUTU)
Provides fully digitalized online brokerage services covering multiple markets
Collaborates with top-tier global fund companies to identify and offer high-performing, well-known fund products Futu Wealth Management's assets under management have exceeded $10 billion

With a history of 150 years, originally established as the Chicago Mercantile Exchange (NASDAQ: CME)
The world's leading and most diversified derivatives trading marketplace
A premier market for stock index futures and futures options

Founded in the United States in 1924, a financial services institution with nearly a century of history (NASDAQ: SNEX)
Provides institutional-grade global market access
Offers end-to-end clearing and execution, along with high-touch services

Saxo Bank Group (Saxo Group) was founded in 1992 and is a fully licensed European bank as well as a leading financial technology company
It has branches in 26 countries and regions worldwide, including London, Paris, Dubai, Tokyo, Singapore, Hong Kong, etc