Workflow
万家基金:以投资者为本,匠心书写价值投资长卷
Cai Jing Wang·2025-05-28 02:49

Core Viewpoint - The company emphasizes its commitment to value investment and its role in supporting the real economy, aiming to enhance investor satisfaction and long-term returns through a diversified investment strategy [1][4][7]. Group 1: Investment Performance - As of Q1 2025, the company's actively managed equity funds achieved an average return of 214.95% over the past ten years, ranking first in the industry and being the only fund company to exceed 200% in this period [1]. - The company has launched 36 different types of equity funds during market lows (below 3100 points) from 2015 to Q1 2025, with one-year, three-year, and five-year weighted average returns of 22.85%, 47.80%, and 52.68% respectively for products established for over a year, three years, and five years [4]. Group 2: Investment Strategy and Research - The company has established a comprehensive investment research system focused on value, rational, and long-term investment principles, enhancing its research capabilities and talent development [2]. - A strong emphasis is placed on creating a collaborative research culture that encourages independent thinking and knowledge sharing among research personnel, resulting in higher stability compared to industry averages [2]. Group 3: Awards and Recognition - The company has received 56 industry awards, including the "Golden Bull Award" and "Golden Fund Award," and has been recognized as a top fund management company multiple times, reflecting its strong performance and compliance [3]. Group 4: Commitment to the Real Economy - The company actively supports the high-quality development of the real economy by identifying long-term growth values in quality enterprises and aligning investments with future economic trends [5]. - In the realm of technology innovation, the company has made proactive investments in AI and other tech sectors, significantly increasing AI holdings in its funds early on, which has led to favorable performance [6]. Group 5: Future Outlook - The company aims to contribute to the construction of a financial strong nation and the modernization of China by adhering to the principles of "finance for the country" and "investment for the people," while enhancing its investment management capabilities [7].