

Industrial & Commercial Services
Technology Equipment
Automobiles & Auto Parts
Energy - Fossil Fuels
Utilities
Pharmaceuticals & Medical Research

Combining fundamentals with market behaviors through smart algorithms, this approach utilizes dynamic, multi-frequency signals to enhance the alpha of value investment in modern markets.

A smart, quantitative method that dynamically adapts to bull and bear markets—offering a perfect blend of steady growth and precise risk control.

This strategy continues David Polen's investment philosophy of holding enterprises with quality cash flows, while adopting the implied return rate valuation model. It aims to seek balanced growth compared to the cost price through quantitative methods, while avoiding the blind pursuit of high prices and ensuring every holding has a reasonable expected return.

This strategy is based on the "profitable investing" framework proposed by Michael J. Carr. The principle lies in not predicting market ups and downs, but in determining the current risk state of the market and deciding whether and how to take risks.