葛兰：以科学之名，为基金投资注入长期主义力量

Core Insights - The article highlights the investment philosophy of a fund manager with a strong engineering background, emphasizing the importance of objective truth and scientific spirit in investment research [1][4]. Group 1: Investment Philosophy - The fund manager believes that investment and research are similar processes that rely on objective facts and the pursuit of truth, requiring time and cognitive commitment [1][4]. - The manager advocates for value investing and emphasizes the need for diligence and grounded efforts over flashy techniques [4]. Group 2: Research and Analysis - The manager shares memorable research experiences, including a month-long investigation into the solar industry in late 2012, which helped identify industry turning points [3]. - In 2013, a significant improvement signal was detected in a company's annual report, leading to a prediction of tenfold growth over two years [3]. Group 3: Market Challenges and Resilience - The manager maintains a calm and determined approach to investment challenges, highlighting the importance of thorough research and analysis in decision-making during market fluctuations [3]. - During the pharmaceutical sector's downturn in 2018, the manager demonstrated exceptional investment resolve by choosing to invest counter-cyclically, preserving investor interests and achieving new heights in net asset value [3].