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Why do you like Andon Health + Gongniu Group, Xin Wu (Banyan)?

Good Investing Talks

CHAPTER

Utilizing IT Tools for Value-Based Equity-Long Short Strategy in Chinese Market

The chapter delves into how the firm leverages IT tools and models to enhance investment efficiency, focusing on selecting attractively priced companies with various business models. They employ an equity long-short strategy, transitioning from a pool of 'good companies' to a diversified portfolio while emphasizing the importance of thorough due diligence and valuation criteria. The chapter further explores the Chinese market dynamics, portfolio allocation strategies, and insights on short selling opportunities, including the Stock Loan Program.

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