
以平衡实现卓越 ,以远见驾驭趋势
加鼎衡远资本
持牌洞察 · AI量化框架 · 全球资产全景图

管理团队
曾多|投研总监
曾多先生本科毕业于武汉大学,并于多伦多大学获得 EMBA。在资产管理行业拥有超过二十年的专业经验,并在全球实盘交易大赛中获得三届股指期权冠军与两届长期稳定盈利奖。曾先生曾任职于多家头部金融机构,主导多资产投资组合管理、资产配置策略研发及系统化交易模型搭建。他在全球宏观、权益、期权与多资产配置领域具备丰富的实战经验,擅长构建可复制的复利增长模型。

关于我们
衡远资本是一家总部位于加拿大的专业投研与资产管理框架研发机构。创始人是香港证监会认可的证券及资产管理持牌代表,拥有1、4、6、9号四类牌照(证券交易、投资咨询、机构融资、资产管理),擅长跨境资产配置咨询、产品结构与风险讲解、高净值资产架构规划。团队多次在全球实盘大赛中获得冠军与稳定盈利奖项,通过多因子模型、AI 决策引擎、跨周期市场结构算法,构建透明、可复核、工程化的智能投资体系。
稳健增长 · 智慧复利

我们的优势
优势一:AI驱动的冠军级投研体系:来自多项竞赛验证的胜率结构、风险边界设计与AI投研系统,形成标准化、工程化的策略研发底层框架。
优势二:跨周期策略结构与市场识别框架:以多因子市场结构为核心,建立可穿越趋势、震荡、突发波动的策略矩阵,确保系统在不同周期都有稳定的应对能力。
优势三:数据透明 · 纪律执行 · 长期负责:体系化的透明数据、严格的执行流程与可复核的路径记录,让投研方法真正做到有据可查、可验证、可持续。

策略介绍
1. 稳健资产策略:通过风险因子分解、敞口层级管理与回撤抑制机制,构建可长期运行的稳健资产结构,为复利增长提供底层安全垫。
2. 量化多因子策略:依托衡远智能选股系统,通过五大核心因子(价值、成长、质量、动量、风险)筛选美股优质标的,并结合AI动态权重调整。
3. 结构化期权策略:基于波动率曲面、定价偏差与风险中性概率构建策略,将复杂期权结构转为可量化、可跟踪的收益—风险模型,确保策略透明且可复核。
平衡当下 远见未来
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