坚守价值拥抱变化 华商基金叶峰新品华商品质甄选混合正在发售

Core Viewpoint - The article discusses the launch of the Huashang Quality Selection Mixed Fund by Huashang Fund, emphasizing its investment philosophy of "sticking to value, embracing change, and dynamic balance" to create sustainable long-term returns for investors [1][2]. Group 1: Fund Overview - The Huashang Quality Selection Mixed Fund will be managed by Ye Feng, who has over 8 years of experience in the securities industry, including 3.5 years in securities investment [1][4]. - The fund aims to allocate 60%-95% of its assets to stocks, with a maximum of 50% invested in Hong Kong Stock Connect targets [3][4]. - The fund's investment strategy focuses on selecting high-quality companies with sustainable competitive advantages and high intrinsic value, while maintaining a dynamically balanced portfolio [3][4]. Group 2: Investment Strategy - Ye Feng highlights a focus on opportunities within the AI industry, noting that investment in AI has become more complex, requiring deeper research and pricing analysis [2]. - The fund will prioritize undervalued growth assets and is open to various sectors, including AI applications, AI + new energy, innovative pharmaceuticals, and certain cyclical sectors [2]. - The investment approach aims to balance industry selection while concentrating on specific stocks to manage potential market volatility and risks [2]. Group 3: Performance Metrics - Huashang Fund's active equity funds have demonstrated strong performance, with a 90.58% absolute return over the past five years, ranking 5th among 139 comparable fund companies [3]. - Over a seven-year period, the absolute return reached 341.72%, placing 4th among 121 comparable companies [3].