业绩亮点纷呈 这家公募大厂的科技投资是怎么做的

Core Viewpoint - The technology investment sector is characterized by rapid changes and high barriers to entry, requiring deep industry understanding and research capabilities to identify genuine investment opportunities [2][10]. Group 1: Performance Highlights - In the past year, several funds under the company have shown remarkable performance, with net value increases exceeding 50% [3]. - Specific fund performance includes: - 汇添富北交所创新精选两年定开混合A: 216.91% return vs. 69.71% benchmark - 汇添富科技创新混合A: 88.59% return vs. 41.29% benchmark - 汇添富自主核心科技一年持有混合A: 75.56% return vs. 47.72% benchmark [4]. - Over a longer time frame, 汇添富全球移动互联A has ranked 1st among peers over the past seven years, and 3rd over the past five and three years [5][6]. Group 2: Team Structure and Strategy - The technology investment team consists of nearly 20 members, including around 10 fund managers, combining experienced veterans and emerging talents to create a stable talent pool [10]. - The team covers six sub-industries: electronics, semiconductors, communications, computers, media, and the internet, providing a comprehensive research approach [10][11]. - The company emphasizes a multi-layered investment product matrix, aligning products, personnel, strategies, and clients to offer targeted solutions [11]. Group 3: Research and Investment Approach - The investment strategy is based on a vertical integration research system that promotes efficient collaboration and resource sharing among team members [13][14]. - Fund managers actively engage in research, ensuring they remain connected to industry developments and trends, which enhances investment decision-making [14]. - The company adopts a long-term perspective, focusing on the entire lifecycle of industry development to identify companies with sustainable growth potential [16][17]. Group 4: Case Studies - A notable case involved identifying a leading company in the optical module sector, where the team recognized a cyclical technology upgrade that would drive profitability despite market concerns [16]. - Another example highlighted the identification of opportunities in the online food delivery market, where the team anticipated market consolidation and growth potential [17].