The Investment Team
Founded by returning senior professionals from top-tier European investment banks and hedge funds, the firm is led by four investment managers who share a combined total of over 60 years of quantitative hedging experience.
Dr. Yi Cong Associate Professor, CEO
He holds a Bachelor's in Mathematics from Fudan University and a Ph.D. in Mathematics and Finance from Imperial College London. He is an Adjunct Associate Professor at Xiamen University and a Council Member of the China Young Entrepreneurs Association.
Previously, he modeled derivatives and developed quantitative strategies at London's Liquid Capital and Mitsubishi UFJ Morgan Stanley Securities.
As a Partner and Portfolio Manager at Asperatus Capital LLP, he managed hundreds of millions of dollars, trading around 1% of the London Stock Exchange's daily volume.
Dr. Fred Hao Director of Derivatives and Overseas Investment
He holds a Bachelor's degree in Electronics from Peking University and the University of Southampton (UK), and a Ph.D. in Physics from the University of Southampton.
1994–1997: Worked as a Quantitative Analyst at Mitsubishi UFJ Morgan Stanley Securities International in London, building a series of financial derivative models for the bank's trading and risk management.
1997–2011: Served as the Director of Fixed Income Trading at Santander Global Financial Markets (Europe's largest financial group). He was responsible for the design, pricing, trading, and hedging management of structured interest rate derivatives, inflation derivatives, and treasury derivatives, providing risk hedging for the bank's large institutional clients. He navigated the markets through major trials, including the Asian Financial Crisis, the Russian default, the Long-Term Capital Management (LTCM) crisis, the dot-com bubble and burst, 9/11, the Iraq War, the US Subprime Mortgage Crisis, and the European Debt Crisis.
2012–Present: Began implementing global macro trading strategies focusing on financial derivatives, achieving an annualized return of over 30%. He joined Kaicong Investment in 2014.
Liu Bo, Investment Manager
He holds a Bachelor's in Energy and Power Engineering from Xi'an Jiaotong University and a Master's in Finance and Investment from Durham University.
With experience spanning domestic and international markets since 2006, his previous roles include securities research at London's Capital Credit Ltd., followed by senior investment positions at Everbright Ashmore, Chengtong Fund, and Beijing Risun Fund.
As a value investor, he integrates top-down and bottom-up analysis to build portfolios, focusing on acquiring outstanding companies at reasonable prices for long-term returns.