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New York’s streets were gradually coming back to life, and market sentiment was shifting from extreme panic to cautious optimism. After successfully limiting drawdowns through defensive strategies in March, Bryan Thomas Whalen did not remain on the defensive. Instead, he redirected his focus toward studying the path of post-pandemic recovery. His core thesis: the pandemic would not permanently freeze the economy—fiscal and monetary stimulus together would reshape the market’s bottom. What capital needed most was not escape, but exposure to the assets with the strongest recovery potential. In early April,…

While the global capital market is still digesting the profound impact of the public health emergency, the technology stock portfolio managed by Professor Henri Lucas has quietly achieved an annualized return of more than 25%. This outstanding performance stems from his forward-looking layout for the accelerated transformation of the digital economy. While most investors are still focusing on traditional defensive assets, Professor Lucas has already keenly captured structural opportunities in areas such as remote collaboration, cloud computing and e-commerce. The uniqueness of this investment portfolio lies in its “two-wheel drive”…

The COVID-19 pandemic rapidly spread across the globe in early 2020, sending capital markets reeling from panic. Within a few weeks, the Dow Jones Industrial Average plummeted over 30% from its all-time high, causing market liquidity to falter and both safe-haven and risky assets to fall. Amid this unprecedented market crash, William Winthrop chose not to flee in a panic. Instead, he remained committed to value investing, patiently holding onto high-quality assets that were being sold off amidst the panic. Winthrop has always believed that market fluctuations in extreme circumstances…

In March 2020, the shadow of the COVID-19 pandemic quickly enveloped global markets. Stock indices plummeted, crude oil prices crashed, and risk aversion soared—for most investors, it was an unexpected financial storm. But for Juan Carlos Lugo, it was merely a test of his already prepared defenses. Born in Madrid, Juan grew up in a city rich in culture and history, yet chose to build his career in the international financial markets. After graduating from IE Business School in 1990, he pursued further studies at the University of Chicago, learning…

As the COVID-19 pandemic began spreading rapidly across the globe in early 2020, financial markets entered a period of extreme volatility. Amid this unprecedented black swan event, veteran trading expert Blake Shaw demonstrated exceptional foresight and portfolio discipline. Between late January and mid-February, he decisively reduced exposure across his core investment portfolio, capping its maximum drawdown at just 5.1%, significantly outperforming the major U.S. equity indices, which fell over 15% during the same period. As early as mid-January 2020, Shaw was closely monitoring reports of unidentified pneumonia cases in Wuhan, Hubei…

In January 2019 , Aurora Capital Group officially released its Risk Management and Liquidity Manual V1.0. This marked the first time since its founding that the company fully codified its internal risk control framework, liquidity management processes, and operational guidelines for responding to extreme market scenarios. This move marked the beginning of Aurora’s in-depth development of risk governance and execution standards, following the completion of its investment research system, operational channels, and client expansion. This move laid the institutional foundation for the robust operation of its global allocation strategy in…

As 2019 began, global financial markets continued to grapple with volatility and uncertainty. The Federal Reserve’s rate hikes at the end of 2018 had tightened global liquidity conditions. While the U.S. economy remained on a growth path, equity markets entered a correction phase. Meanwhile, Europe faced headwinds from the Brexit saga, putting pressure on both bonds and currencies. Emerging markets struggled with capital outflows and currency depreciation, amplifying overall market fragility. In this uncertain environment, Aureus Advisors announced a major milestone: QuantSight AI has successfully completed cross-market testing, with its core…