Core Viewpoint - Long-termism is essential for the high-quality development of the asset management industry and reflects the core competitiveness of asset management institutions [1][4] Group 1: Investment Research Framework - The company has established a comprehensive research framework covering macro, industry, and individual stocks, integrating stock selection with industry trend analysis [2] - A collaborative mechanism emphasizes teamwork over individual efforts, fostering a "fundamental investment community" for knowledge sharing and capability enhancement [2][3] - The mainstream culture encourages fund managers to objectively assess their performance and continuously improve their research capabilities [2] Group 2: Talent Development and Succession - The company has implemented a "tiered" talent cultivation mechanism to ensure the transmission and innovation of investment research philosophy [3] - Fund managers are encouraged to focus on their areas of expertise to avoid style drift, with a research process that is replicable, iterative, and verifiable [3] - The company promotes both active management and index investment to enhance excess returns through deep fundamental understanding [3] Group 3: Industry Trends and Future Focus - The public fund industry is moving away from "scale impulse" and "short-term performance anxiety" towards deeper research and disciplined investment [4] - The company aims to optimize its research processes, improve talent tiers, and strengthen risk control systems while serving national strategies and resource allocation [4] - The commitment to long-termism and research-driven investment remains the foundation for creating sustained value in complex markets [4]
鹏华基金梁浩： 长期主义深耕价值沃土 构建行业可持续发展生态
Zhong Guo Zheng Quan Bao·2025-09-25 23:02