雪球资管旗下丹书铁券荣获中国基金报英华“三年期股票策略产品示范案例”

Group 1 - The core viewpoint of the news highlights that the Dan Shu Tie Quan private fund, under Xueqiu Asset Management, won the "Stock Strategy Three-Year Product Demonstration Case" at the 10th China Private Equity Yinghua Award, showcasing its strong performance and recognition in the industry [1] - The Yinghua Award is a prestigious recognition in the private equity sector, evaluated through a combination of quantitative indicators such as return rates, scale, drawdown, and risk-adjusted returns, along with qualitative assessments of investment strategies, styles, research systems, risk control processes, corporate governance, and reputation management [1] Group 2 - The Dan Shu Tie Quan fund employs a "value and growth" dual-driven strategy, flexibly adjusting its portfolio structure to achieve a balance between offensive and defensive positions [4][5] - The fund utilizes a "technology growth + low volatility dividend" barbell strategy, focusing on Hong Kong stocks while also covering A-shares and US stocks, aiming for stable returns in varying market conditions [4][5] - The operational philosophy emphasizes dynamic balance and strict adherence to valuation discipline, believing that "risk emerges from price increases, while value emerges from price declines" [6][7] Group 3 - The fund is adept at forward-looking industry layout, capturing opportunities from cyclical turning points, with a diversified investment portfolio across sectors such as utilities, energy, telecommunications, internet, and pharmaceuticals [8] - The current market perspective indicates a focus on individual stock selection rather than sector trends, particularly in the innovative pharmaceutical space, avoiding companies with weak financials and emphasizing those with solid financial health and profit potential in the next two to three years [9] - The fund has maintained a consistent investment approach over the past seven years, focusing on independent judgment and certainty, aiming to navigate through market volatility [9] Group 4 - Xueqiu Asset Management positions itself as a practitioner of cutting-edge asset allocation theories, adhering to values of "thick snow and long slopes, achieving customer success, and strict risk control," striving to create sustainable investment returns independent of market conditions [10] - Since 2015, the company has surpassed a total management scale of 10 billion, with its core strategies ranking among the top in its category [10] Group 5 - The company has received numerous accolades, including the 2025 "Potential Dragon Cup" for outstanding private fund managers and various awards for rapid growth and excellence in management [11][12]