About us

Our company has extensively been dedicated to the analysis and research of value and contrary investments, evaluating the true phenomenon of anxiety and greed found in the majority of investors and the basic trends in economy and value perspectives through objective quantitive data models, in order to grasp the bull and bear trends and turning points in the stock market. Our specialized investment managers boast more than 20 years of professional investment market and have each experienced the bull and bear market at least twice. The mission of our investment team is to implement each difficult and contradicting transaction through strong investment disciplines and execution of patience.

Core Values of the Company

Integrity and empathy
Emphasis on investment logic
We devote ourselves to focusing on serving a small number of customers

We strive to make all customers embrace identical investment beliefs
We allow customers to find peace in an ever-changing investment market through embracing identical investment beliefs

Business Objectives of the Company

Substantial growth in wealth and investment management for families with rich assets

Professional investment management for exchange listed companies and corporations

50% of company profits will be utilized in the establishment of charity and welfare businesses

Investment Philosophy

Be fearful when others are greedy and greedy when others are fearful

Focus on the counter market and versa human nature investment logic. When others are anxious in the market, the company would decisively allocate assets in the stock market and keep them for a medium or long term. When market investors enthusiastically enter the stock market due to greed, we would insist in our disciplines, selling out stocks at a high point while purchasing conservative hedging assets such as US government bonds. The goal of the fund is to implement and achieve the principle of Buying at the Lowest Point and Selling at the Highest Point by Fan Li, a great merchant in ancient China. Capital and family wealth would steadily grow based on compound interests as time progresses.

Adopting a vast data quantitative model to replace human judgment in analyzing stock market risks

The research team analyzes statistics and surveys data of world macro-economics, chips, and psychology, precisely analyzing the risk level that the market is about to face after selecting and integrating indicators that contains practical value based on precise logic patterns. We persist in objective data to avoid risks of misjudgment generated from market news and emotions when human judgment is applied.

Investment Strategy

Bull and bear two-way operation, simplification of investment targets

Investment targets are carefully selected. When the analysis of the stock market indicates a bull market, the company will select US large cap ETF as the primary investment target! During a bear market, the company will purchase US government bonds as hedge assets! The company also adopts the discipline of mechanical investment execution with a quantitative data model that analyzes bull and bear markets and properly appropriates fund proportions in the market! When selecting stocks, the company embraces the discipline of survival of the fittest and increases investment only when making profits.

All Weather Dynamic Hedging and Locking In Gains

Fund managers will dynamically adjust the proportion of investment positions based on a risk control system that analyzes the risks and overheating of the stock market, and will mechanically execute the locking in of gains or stop loss mechanisms to protect the downside risks of the investment position! When the risk control system indicates that the short- or medium-term risk in the stock market is too high, fund managers will actively lower the fund investment position in the market.

Investment Beliefs

【Bull markets climb a wall of Worry】-A Wall Street proverb

【The masses are always wrong】The first and foremost philosophy of investment .

【The only thing investors have to fear is fear itself】

In bull markets, bad news is good news

Since only bearish news fill the market withdoubts and pessimism, the more bullish news there is, thelonger the rise and the greater the increase. In other words, there is no concern of bear news in a bull market; the greatest concern in a bull market is bull news.

No pain no gain

For successfulcontrarians, each buying and holding process is a process of suffering.The greater the suffering during a buy, the higher the potential profit.The investor’s ability to withstand suffering determines his long-termresults.

Two Question

Unfortunately,investment is often a shortcut to bankruptcy for most people.

Investment is a bumpy road, and there are numerous traps and risks along the way. Only the eternal investment truths and practices are the answer to a reliable investment! Unfortunately, investment is often a shortcut to bankruptcy for most people. The following are the reasons!

Q1. Please ask yourself if you would invest in a fund only based on its performance in the past?

Very few people look for a long-term and stable profits in financial market. Profits and performance of many funds and investors usually come from luck and chance. In practice, we usually see that the fund with the most outstanding performance in the past can hardly keep up the same performance. The accumulated return and wealth usually become bubbles and profits on paper after a financial crisis. We suggest that the best filtering methods for funds is to seriously inspect the investment logic and ideas of the operator of the fund instead of past performance.

Q2. Do you agree that performance may become fraudulent or a bubble if the fund does not have reasonable profit logic and patterns?

From an investment standpoint, the correctness of investment logic and ideas is the cause and the return performance is the result! The relationship between cause and result is critical! Do you agree with this logic because of making profits or agree with this logic before inspecting performance? We believe the latter is the answer. Please recall Madoff and Ponzi schemes (unreasonable stable annual rate of return)? Massive scale fundraising through the product with 2% monthly interest rate?

If you agree with our investment strategy and philosophy and realize the importance of the two questions above, you are welcome to join us and become one of our investment partners!

Toptrend Charity Foundation

One of the goals of the company is to infuse 50% of profits into the establishment of Toptrend Charity Foundation. The purpose of this foundation is to simply help underprivileged families, groups and orphans in society, and the foundation aims to establish a sustainable charity business. Life may be short, but we believe that we can pass down the good faith of integrity and empathy to our next generation through charity, and these children we help may be able to have the faith and ability to give back to society in the future. Let good faith become a substantial and eternal positive cycle!