Proprietary • Rules-Based • Built for Long-Term Outperformance
Proprietary Large-Cap Strategy – S&P 500 Benchmark
Rules-based, equal-weighted basket of elite large-cap companies. Held for 12 months with mechanical annual rebalancing.
2020–2025 annualized return: +19.72% vs S&P 500 +15.08%
Proprietary Concentrated Large-Cap Strategy – S&P 500 Benchmark
Highly concentrated equal-weighted portfolio of elite large-cap leaders.
2020–2025 annualized return: +28.08% vs S&P 500 +15.08%
Proprietary Large-Cap Strategy – Hang Seng Index Benchmark
Equal-weighted portfolio of leading Hong Kong large-cap companies.
2020–2025 CAGR: +21.8% vs Hang Seng +9.1%
Growth-at-a-Reasonable-Price strategy focused on S&P 500. Combines sustainable earnings growth with disciplined valuation.
2020–2025 annualized return: +18.7% vs S&P 500 +15.1%
Concentrated GARP strategy focused on Nasdaq-100.
2020–2025 annualized return: +22.1% vs S&P 500 +16.15%
GARP strategy focused on Hang Seng family indices (HSI, HSCEI, HSTECH).
2020–2025 CAGR: +10.72% vs HSI -1.57%
專利大型股策略 – S&P 500 基準
規則基礎、等權重精英大型股組合。每年機械式再平衡。
2020–2025 年化報酬： +19.72%（S&P 500 +15.08%）
專利集中大型股策略 – S&P 500 基準
高度集中等權重精英大型股領導企業。
2020–2025 年化報酬： +28.08%（S&P 500 +15.08%）
專利大型股策略 – 恆生指數基準
等權重香港領先大型股組合。
2020–2025 年化報酬： +21.8%（恆生指數 +9.1%）
S&P 500 焦點的成長合理價格策略。
2020–2025 年化報酬： +18.7%（S&P 500 +15.1%）
Nasdaq-100 焦點的集中 GARP 策略。
2020–2025 年化報酬： +22.1%（S&P 500 +16.15%）
恆生指數家族焦點的 GARP 策略。
2020–2025 年化報酬： +10.72%（恆生指數 -1.57%）