基金老将，“反击”

Core Insights - The recent recovery in the equity market has allowed several veteran fund managers to overcome previous performance challenges, with some returning to the "Double Ten Fund Manager" status, indicating over ten years of managing the same fund with an annualized return exceeding 10% [1][2] Performance Recovery - Active equity funds have shown a significant performance rebound, with the mixed equity fund index yielding over 15% this year, and more than a thousand active equity funds achieving returns exceeding 20% [2] - Notable veteran fund managers, such as Wei Dong from Guolian An Fund and Guo Jun from Bosera Fund, have seen their funds recover from substantial drawdowns, with Guolian An's fund returning over 20% this year and Bosera's fund achieving a 27.54% return [2][3] Investment Strategy Evolution - Many veteran fund managers have shifted their investment focus towards high-quality growth sectors, adapting their strategies to align with the current macroeconomic transition towards technology-driven and high-quality development [4][6] - Fund managers like Wang Peng from Guotai Junan have successfully identified and invested in high-growth stocks, contributing significantly to their funds' performance recovery [4][5] Long-term Investment Philosophy - The performance recovery of veteran fund managers underscores the resilience of their investment philosophies, demonstrating their ability to adapt strategies across different market phases [6][7] - Fund managers emphasize the importance of identifying leading companies in China's manufacturing sector as key to future investment success, with a focus on sectors like semiconductors and military industries [6][7]