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投资理念 - Elle Investments采用家族办公室模式 专注于寻找价值与市场情绪脱节带来的不对称投资机会[1] - 投资组合采用"量化基本面结合"方法管理长期风险 旨在获取持续超额收益[1] 持仓披露 - 分析师持有SMMT公司股票及衍生品的多头头寸 研究观点独立且未获相关公司报酬[2] （注：文档3内容均为合规性披露声明 根据任务要求已主动过滤）