Talk with Investment Wizard Victor Li

On Monday April 6th, we held an engaging ZOOM conversation with Investment Wizard Victor Li. Victor shared his macro-driven investment approach, his thoughts on the economy and the pandemic and how to evaluate investment opportunities. Below is an excerpt。

It’s hard to say for certain what the future holds.

Without the luxury of a crystal ball, investors must find opportunities by analyzing the market. There’s just one problem: the 24/7 news cycle is enough to make anyone’s head spin.

Where should an investor focus their attention, when almost every new venture is forecast to be the next big thing?

Mr. Victor Li, a veteran investment analyst with 20+ years of experience investing across multiple asset classes will give us a very important key points on this matter:

• Macro trends, like climate change and pandemics, bring both risks and opportunities.
• Macro-driven investing starts by first identifying medium to long-term trends, and then identifying which industries may benefit or suffer from the trends.
• Select the best companies from the beneficiary industries to invest by conducting bottom-up financial analysis and peer comparison.
• Assess each investment opportunity in the context of your entire portfolio, including your risk tolerance, liabilities, time horizon, asset class allocation and correlation with your existing holdings.
• Rebalancing your portfolio periodically to maintain your target exposure and risk level.
• Be mindful of liquidity risk from your leverage and private asset holdings. “The market can remain irrational longer than you can remain solvent.”