Zhao XianzhongSenior Researcher
Zhao Xianzhong received his master’s degree from Wudaokou Finance College, Tsinghua University after two years of study (2014–2016). He worked as a researcher in the Equity Investment Department of GF Securities from 2016 to 2018, and has served at U Capital as a senior researcher since 2018.
Zhao is adept in discovering new trends in the consumer industry and identifying the most promising investment candidates.
Research Philosophy: Responsive yet patient, aggressive yet defensive
Research Methodology：Delve deep into the upstream and downstream of the supply chain to analyze the logistics of each industry； Build a dynamic scheme that allows for responsive adjustments for modeling and ensure models incorporate information from various sources； Engage in readings such as entrepreneurial biographies and company histories for a deeper understanding of the spirit of entrepreneurship
Deng QiaoSenior Researcher
Deng Qiao studied at the School of Mathematical Sciences, Peking University from 2014 to 2016, where she received her master’s degree. She joined Dongxing Securities as a researcher in 2016. She has served as a senior researcher at U Capital since 2018.
Deng has expertise in the pharmaceutical industry from her years of in-depth research and is adept in identifying different investment opportunities in the segments within pharma, especially ideal investment targets with high growth, large room for expansion, and the potential for market leadership.
Research Philosophy: General principles are rather simple to explain. Yet, it is hard to put into practice what is known. Any investment philosophy is often simple and easy to understand, but the actual research work is often tough and complex.
Peng WenSenior Researcher
Peng Wen studied at the London School of Economics and Political Science from 2014 to 2016, where she obtained her master’s degree. After graduation, she joined the macro analyst team of Huatai Securities, which is ranked as one of the best analyst teams in China by the New Fortune, the Crystal Ball Awards, and the Wind. She has worked at U Capital as a senior researcher since 2018.
Devoted to researching the global macro economy as well as the financial and real estate industry, Peng provides expertise in track economic data to predict economic trends and provide directions for investors.
Research Philosophy: Reflect, discern, and put knowledge to practice
Research Methodology: Capture opportunities for sector rotations using the top-down macroeconomic approach to analysis as well as analysis of capital efficiency； Look towards booming sectors for high-quality companies worth investing in
Long YaohuaSenior Researcher
Long Yaohua studied in the Department of Precision Instruments, at Tsinghua University, for his Bachelor of Science in Engineering from 2005 to 2009 and Master of Science in Engineering from 2011 to 2014. He taught at the Naval Aviation University from 2009 to 2017. He entered the fund industry as an industry researcher in 2017 and joined U Capital as a senior researcher focusing on the electronics industry in early 2020.
Long has over 15 years of experience in studying and researching the electronics industry. Drawing on both the theoretical research during his tenure as a university lecturer and practical research during his career in the fund industry, he has developed a comprehensive understanding of the electronics industry, and is therefore capable of capturing its industry-specific opportunities.
Research Philosophy: Go with the industry trends and put knowledge to practice. It is essential to follow industry trends and identify value-driven companies that exhibit long-term growth potentials using fundamental analysis.
Bai Haolong studied at Renmin University of China from 2015 to 2017, obtaining his master’s degree in applied statistics. In 2017, he joined Anxin Property & Casualty Insurance as a researcher in the Asset Management Department. He has been a researcher at U Capital since 2018.
Bai is mainly responsible for researching the high-end manufacturing industry at U Capital and is skilled at researching cyclical growth stocks with core competitiveness.
Research Philosophy: Look for companies that can evolve based on market trends and opportunities. Make friends with time.。
Research Methodology: Seek to understand the nature of a company’s business model from the perspective of an entrepreneur；Evaluate a company’s quality from multiple angles, including those of its suppliers, customers, competitors, and employees；Waiting patiently for the good price that a good company in a good industry offers Find the right industry and the right company, then wait for the right price.
Liu Wenxiang studied at Xi’an Jiaotong University from 2010 to 2017 for his Bachelor of Civil Engineering and Master of Management. In 2017, he joined GF Securities as a researcher in their Equity Investment Department. Since early 2020, he has worked at U Capital as a researcher.
Liu specializes in exploring investment opportunities in the cyclical sectors. Not only can Liu capture the sectoral opportunities brought about by the aggregate macroeconomic conditions but also narrow his focus on the opportunities that lie within each industrial segment and individual stock.
Research Philosophy: Research in depth to grasp the essence
Tang ZheSenior Quantitative Researcher
Tang Zhe studied at University of International Business and Economics from 2015 to 2017, where he got received his master’s degree in financial engineering.
Since 2016, he has studied and engaged in the research and development of quantitative investment strategies. During his university years, he self-developed a quantitative stock selection model using an AI algorithm, which allowed him to achieve significant excess returns. In 2017, he joined Galaxy Futures. At the beginning of 2018, he joined U Capital as a quantitative researcher.
Research Philosophy: There is no single quantitative model that can perform well in any environment. Only by improving our strategies based on continuously deepened understanding of the market are we able to achieve stable profits in the medium and long term. This is also the real value of quantitative research.