创价值·塑生态·启新程——上海公募基金高质量发展在行动 | 厚植“选股专家”投研底蕴 书写高质量发展新篇章

Core Viewpoint - The China Securities Regulatory Commission (CSRC) has released an action plan to promote the high-quality development of public funds, emphasizing investor-centric principles and enhancing core research capabilities, which aligns with the strategic direction of Huitianfu Fund [1][11]. Group 1: Investment Philosophy and Strategy - Huitianfu Fund has consistently focused on active equity investment, achieving significant performance with five funds doubling their returns, the highest exceeding 200%, and 20 funds gaining over 70% in the past year [1][6]. - The company emphasizes a deep analysis of fundamental business aspects to select high-quality securities, aiming for stable long-term growth and high returns [4][6]. Group 2: Research and Development - The action plan calls for strengthening core research capabilities and establishing evaluation metrics for fund companies, which Huitianfu has already implemented through a unique integrated research system [3][4]. - Huitianfu has developed a vertical integrated research system that includes industry teams and regular overseas research, enhancing its research foundation [3][4]. Group 3: Team and Talent Development - The company has focused on building a diverse investment team by nurturing talent and attracting experienced managers, fostering a culture of collaboration and stability [4][5]. - Huitianfu emphasizes the importance of aligning fund managers' capabilities with product positioning to meet client needs effectively [5][6]. Group 4: Fee Structure and Performance Evaluation - The action plan encourages optimizing fund operation models and linking management fees to fund performance, which Huitianfu has proactively adopted by reducing fees for active equity funds [7][8]. - Huitianfu has established a performance evaluation system based on product positioning and benchmark performance, focusing on long-term assessments of fund managers [7][8]. Group 5: Client Service and Market Adaptation - Huitianfu prioritizes a client-first approach, aiming to enhance investor satisfaction through tailored investment solutions and a robust service network [9][10]. - The company is adapting its services to meet changing market conditions and client needs, particularly in institutional business, by providing customized solutions [10][11]. Group 6: Future Outlook - The public fund industry is expected to play a more significant role in wealth management and economic development, with Huitianfu committed to high-quality growth and long-term investor returns [10][11].