It's still the place, it's the noise, it's still the people.
The difference is that except for Tao Liyu, there are finally other people who have begun to move closer to Lei Hao.
Sun Keyi, a slightly well-known investment analyst and quantitative hedge fund manager in the industry, began to try to face up to and move closer to Lei Hao.
"It's all a family, sit and sit."
Lei Hao stretched out his hand to signal, and Li Yingfeng, who was beside him, moved a chair, cleaned up the table, and smiled at Sun Keyi.
"Whew."
Sun Keyi breathed a sigh of relief, and after sitting down, he put the folder on the chair next to him, he held the file, not to discuss it with Lei Hao on the spot, but to show that a team work very seriously.
Seriously, of course, we will talk about it after dinner.
With the addition of Sun Keyi, plus Tao Liyu and Lin Minghui, Lei Hao feels that even if a table of mahjong is put together here, the four of them can analyze the securities market.
Sun Keyi is a quantitative hedging professional, with the best mathematics and extreme sensitivity to data; Tao Liyu and Lin Minghui's investment styles are more neutral; Lei Hao is open and closed, and the warehouse is full if he doesn't agree.
There are opinions in three directions, while eating and discussing, Lei Hao feels very comfortable, he doesn't understand the question can be asked, others will immediately answer in detail, his most advantage, just because it is the most difficult investment direction for these financial industry elites to grasp, the two sides just complement each other.
The rise of the conversation, after eating, back in the office, Lei Hao asked Li Yingfeng to open a bottle of red wine sent by Luo Gaiting, and continued to discuss with Sun Keyi and Tao Liyu, until it was close to 1 o'clock in the afternoon, Sun Keyi cut to the point.
"Mr.
Lei, this is our fund's trading report and analysis documents, you can take a look."
Sun Keyi looked at Tao Liyu, who was still present, gritted his teeth, and used honorifics.
Lei Hao took the document and looked at it, and sure enough, the position on the quantitative hedging side did not take his suggestion, and there was actually a small loss.
"Domestic demand is sluggish, the economy is down, even if there is an expectation of tax cuts, but we still feel that the stock market has room to fall, and the Hong Kong government wants to implement the policy, and it will take a while.
This is also common sense, according to the current expected rate of tax cuts by the Hong Kong government, in fact, it is to distribute money from the coffers to residents and small companies, and large companies basically do not pay attention to this money, but this can stimulate the economy, and many industries benefit from this.
Lei Hao has known this for a long time, and even knew that in a few trading days from today Thursday to next Thursday, Hong Kong stocks fell slightly, which was a technical correction.
"Do you want to swap long and short positions and add short" Lei Hao asked, and when he saw Sun Keyi nodding, he also smiled at Tao Liyu.
"Mr.
Lei asked me to close the position and change positions before lunch, and in the next few days, we will go short."
Tao Liyu made a comedic role.
Sun Keyi's eyes lit up, this was the first time he was at the same pace as Lei Hao, but he actually had excitement in his heart.
"You talk about the price and operation of closing the position and shorting it."
Closing the folder, Lei Hao motioned for Sun Keyi and Tao Liyu to express their opinions.
They are all professionals, they are all elites who have been mixed for more than ten years, Sun Keyi and Tao Liyu are not stage frightened, and they began to analyze one sector after another, one stock after another, and one position after another, taking into account the two places of quantitative hedge funds and sunshine private equity funds, and began to show their attitude.
Cooperation, of course.
However, if you change your short positions, it is inevitable that your own people will grab the chips, so the discussion on both sides also contains some swords and swords.
Fortunately, Sun Keyi doesn't need many chips on his side, and he can also take out the long position he holds to Tao Liyu to borrow and lend short, and the disagreement is easy to solve.
This is also what Lei Hao wants to see, he has long known that with the more chips held by quantitative hedge funds, the more places where the two sides can cooperate, even if the current situation occurs, in many cases, the two sides are mutually beneficial.
After the plan was confirmed, Tao Liyu and Sun Keyi left, and the latter came to the office area where the team was located, and was greeted by an inquiring gaze.
"Have a little meeting."
Sun Keyi knew what his subordinates were thinking, and sighed in his heart, but he didn't react much on the surface.
The modification of the trading plan needs to be confirmed by this group of people, and then the plan will be taken to the trading department for confirmation, and then the trading process will begin.
Therefore, Sun Keyi and others are actually not responsible for trading, their job is to analyze the market and determine the investment plan.
Now the plan is drawn by Lei Hao, and they will study and analyze according to this direction, select the target, adjust the long-short ratio, and change the way.
"Brother Yi, did you just come back from Mr.
Lei" As soon as the subordinate entered the small conference room, he opened his mouth and asked.
It's all an old relationship, and Sun Keyi has nothing to hide, nodding, with a hint of entanglement in his serious expression, and said, "Yes, I just came from Mr.
Lei's side, and I also talked about some things with Manager Tao." ” "Then we'll be later" "It's business as usual."
Sun Keyi immediately spoke, and saw that everyone was relieved.
If Lei Hao wants to intervene strongly, this group of people is not very willing, they are doing very well in the original company, if it weren't for the overall contraction of HSBC, everyone would not use Thunder Investment.
But since it is here, and the conditions have long been said, it is better to have more rights.
Lei Hao also knew about these things for a long time, so he used the method of boiling frogs in warm water, you listened to my advice once, and then made a profit.
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It's so easy to do, if you don't listen to it the second time, if you listen to it, what about the third time As long as he can ensure that he is always on the right side, Lei Hao is not afraid that his subordinates will rebel at all.
Sun Keyi and others also know that they are covering their ears and stealing the bell, but the investment director continues to give correct advice, you can't turn a blind eye The more profits the fund makes, it is a great thing for Sun Keyi and others, and they should burn high incense with a chairman like Lei Hao.
More importantly, this group of people began to agree with Lei Hao's point of view, that is, the income and remuneration of the fund management team need to reach the normal upper level, and Thunder Investment itself should also get more remuneration from the fund income.
The only concern is that after adding Lei Hao's factor, will the returns on the quantitative hedge fund's side increase, to what extent, will it meet the corresponding standards of that contract, and will the customer accept it?
Sun Keyi's side is starting to hit the road, but Tao Liyu's side has already earned a lot of face for Lei Hao.
Seeing that the fund managed by Tao Liyu continued to make profits, people like Luo Gaiting, who had already determined the investment amount, were naturally happy, and those who waited and watched also began to entangle and hesitate.
Wait, wait and see the results of Sun Keyi's side, if the data is okay, then it is not impossible to accept a high proportion of income and remuneration, besides, everyone not only has money in their hands, but also has rights, channels and connections, and it is still possible to talk about lending you a connection.
As long as there is enough profit, humans dare to do anything: