Group 1 - The core point of the article highlights the performance of public mutual funds over different time frames, showcasing the top-performing funds and their managers [1][2] - The top-performing public actively managed equity funds over the past 10 years include Huashang Advantage Industry Mixed Fund with a total return of 568.36%, followed by Huashang New Trend Preferred Mixed Fund at 515.06%, and Dongwu Mobile Internet Mixed Fund at 487.46% [1] - Over the past 5 years, the leading fund was Dongwu New Trend Value Line Mixed Fund with a return of 267.92%, followed by Huaxia North Exchange Innovation Small and Medium Enterprises Selected Fund at 260.42%, and Dongwu Mobile Internet Mixed Fund at 256.05% [1] - In the past 3 years, the top fund was Jinyuan Shun'an Yuanqi Flexible Allocation Mixed Fund with a return of 259.53%, followed by Dongwu Mobile Internet Mixed Fund at 256.09%, and Dongwu New Trend Value Line Mixed Fund at 251.22% [1] Group 2 - The analysis of successful fund managers reveals that their outstanding performance is rooted in understanding industry trends, exploring intrinsic value, and recognizing market logic, while maintaining discipline within their capability circle [2][3] - Dongwu Fund's Liu Yuanhai is noted for his ability to grasp technological changes, with his funds ranking highly due to a deep understanding of the technology growth sector [2] - The performance of Huaxia North Exchange Innovation Small and Medium Enterprises Selected Fund is attributed to its focus on the potential of specialized and innovative small and medium enterprises [2] - The recognition of "value" by fund managers is crucial, emphasizing that value investing involves careful assessment of a company's intrinsic value and investing at reasonable prices [3] - The long-term performance of Jinyuan Shun'an Yuanqi Flexible Allocation Mixed Fund is linked to the manager's unique understanding of the A-share market, which includes recognizing structural characteristics and market psychology [3][4] Group 3 - The effective execution of investment strategies relies on adhering to one's capability circle, as historical data shows that rotation-based fund managers rarely achieve long-term success [4] - Focusing on creating long-term value while ignoring short-term noise is emphasized as a strategy for sustainable success in investing [4]
基金长跑选手带给我们哪些启示
Xin Lang Cai Jing·2026-01-11 19:16