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

Core Viewpoint - Long-termism is essential for the high-quality development of the fund industry and reflects the core competitiveness of asset management institutions [1] Group 1: Investment Philosophy - The investment philosophy at Penghua Fund emphasizes a profound understanding of the essence of investment, integrating macro, industry, and individual stock research into a comprehensive framework [2] - The company promotes a collaborative research mechanism that combines individual stock selection with industry trend analysis, encouraging fund managers to focus on high-quality companies with sustainable competitive advantages [2] Group 2: Research Ecosystem - Penghua Fund emphasizes a synergistic research ecosystem that combines platform, mechanism, and talent, avoiding isolated efforts by fund managers and fostering high-frequency interaction and knowledge sharing [2] - The culture within the company encourages fund managers to objectively assess their performance and continuously improve their cognitive and research capabilities [2] Group 3: Talent Development - The company has established a "tiered" talent cultivation mechanism to ensure the transmission and innovation of research concepts, providing clear growth paths for fund managers [3] - Fund managers are encouraged to focus on their areas of expertise and avoid style drift, with research processes designed to be replicable, iterative, and verifiable [3] Group 4: Industry Trends - The public fund industry is moving away from "scale impulse" and "short-term performance anxiety" towards deeper research, disciplined investment, and team collaboration [4] - Penghua Fund aims to create a "fundamental investment community," continuously optimizing research processes, enhancing talent tiers, and strengthening risk control systems to deliver satisfactory long-term results for investors [4]