Core Insights - The article highlights the professional expertise and passion of Ge Lan from China Europe Fund, which has garnered trust from numerous investors and revitalized the industry [1] Group 1: Professional Background - Ge Lan's professional competence stems from her solid academic background and rigorous research approach, having studied at Tsinghua University and Northwestern University, which provided her with a strong foundation in science and technology [3] - Her scientific training equips her with strong logical thinking and insight into the essence of matters, forming a solid base for her investment career [3] - In her investment research, she employs scientific methods for in-depth analysis of investment targets, covering macroeconomic assessments, industry trends, and detailed company fundamentals [3] Group 2: Industry Engagement - Ge Lan's dedication to the photovoltaic industry is exemplified by her proactive approach in gathering firsthand information through extensive data analysis, phone surveys, and grassroots investigations across the country [3] - She engages directly with factory workers and industry experts to understand production operations and technological developments, allowing her to identify turning points in the industry [3] Group 3: Passion for the Pharmaceutical Sector - Ge Lan's passion for the pharmaceutical industry is driven by her respect for life and attention to healthcare development, viewing it as a critical sector for human health and well-being [4] - In 2017, she identified a pharmaceutical company with a market value of around 4 to 5 billion, which, despite its small size, demonstrated strategic foresight and strong R&D capabilities, leading her to hold onto the investment even during challenging market conditions [4] Group 4: Investment Philosophy - Ge Lan emphasizes the importance of innovation and social responsibility in her investment decisions, focusing not only on financial metrics but also on the potential for companies to create value in difficult times [4] - As a fund manager, she is aware that her investment choices can influence the market, thus she directs funds towards innovative and promising companies to promote industry transformation [4] Group 5: Future Outlook - Looking ahead, Ge Lan aims to continue leveraging her expertise and passion to discover more investment opportunities, providing surprises for investors with her keen insights and rigorous research approach [5]
热爱铸就投资信念，中欧基金葛兰书写价值创造新篇
Sou Hu Cai Jing·2025-04-24 05:26