扎根产业的“沉浸研究” 解码汇添富科技战队的投资“底蕴”

Core Viewpoint - The technology investment team at Huatai Fuhua Fund adopts a long-term, industrial-style investment approach, focusing on deep industry research and technological transformation rather than chasing short-term trends or relying on individual stars [1][12][14] Performance Summary - In the past year, four funds under Huatai Fuhua Fund saw their net values double, and ten funds achieved over 50% growth [1] - The performance of Huatai Fuhua's digital and technology products has been outstanding, with specific funds showing significant returns compared to their benchmarks [2] Long-term Performance - As of July 2025, Huatai Fuhua's Global Mobile Internet A ranked first in net value growth among similar products over the past seven years, and its Technology Innovation A ranked in the top 10% over the past five and three years [3][15] - The team emphasizes a global perspective, covering the entire technology industry chain, which distinguishes them from other institutions [3] Research Methodology - Since 2011, the company has organized annual field research trips to Silicon Valley and other tech hubs, allowing fund managers to engage directly with hundreds of companies [5] - The team has identified key trends, such as the shift towards digital transformation and the growing importance of AI, through in-depth industry research [6][7] Team Structure and Collaboration - The technology investment team consists of nearly 20 members, including around 10 fund managers, with a mix of experienced veterans and emerging talents [9][10] - The team employs a systematic approach to research, covering six major sub-industries, and has established overseas subsidiaries to enhance market insights [10][11] Investment Philosophy - The company adheres to a long-term investment philosophy, focusing on building a strong foundation in technology investment despite market challenges [12][13] - The investment strategy emphasizes clear product positioning, effective matching of fund managers' capabilities, and systematic portfolio construction [14]