Workflow
沪指十年新高,易方达等老牌权益大厂再现基金持久投资力
点拾投资·2025-10-12 10:59

Market Overview - The market has shown a strong upward trend since the "9·24" rally last year, with the CSI 300 index surpassing 4600 points and the Shanghai Composite Index reaching a nearly ten-year high of 3732 points on August 18 [1] - The ChiNext index has experienced a robust surge, with an annual increase of nearly 50% in the second half of this year [1] Fund Performance - Active equity funds have demonstrated significant excess return capabilities, with nearly 3000 out of approximately 4300 funds achieving over 20% returns year-to-date as of September 26 [2] - Among these, over 700 funds have returned more than 50%, and 125 funds have exceeded 80% returns, with E Fund leading in the number of high-performing funds [2] Long-term Fund Performance - Over a one-year period, nearly 250 funds have doubled their performance, with notable contributions from firms like E Fund, which has over 10 doubling funds [4] - E Fund's products have primarily invested in high-performing sectors such as technology and healthcare, showcasing strong stock-picking abilities [4] Sustained Returns - From a medium to long-term perspective, over 850 active equity funds have annualized returns exceeding 10% over three years, with 158 funds achieving over 20% [5] - E Fund leads with 14 funds in the 20%+ category, indicating a strong performance relative to competitors [5] Investment Philosophy - E Fund's investment philosophy emphasizes deep research and value discovery, which has been a cornerstone of its strategy since its inception in 2001 [7] - The firm employs a "big platform + small team" management model, allowing for resource sharing while maintaining independent investment strategies [8] Research and Development - E Fund has developed a comprehensive research team covering various sectors, ensuring broad market coverage and a global perspective [9] - The firm emphasizes the importance of in-depth research and real-time tracking to ensure timely investment decisions [9] Technology Integration - E Fund is advancing its digital transformation, integrating workflows and data management to enhance process management and efficiency [10][11] Team Culture - The company promotes a collaborative team culture, encouraging knowledge sharing and interaction among research teams to enhance investment outcomes [12] - E Fund has established a robust talent development system, ensuring a continuous influx of skilled professionals into its investment teams [12] Notable Fund Managers - Several fund managers at E Fund have achieved remarkable performance, with some funds nearing a 100% return year-to-date [17][18] - The firm has produced multiple "double ten" fund managers, indicating a strong track record of long-term performance [20] Conclusion - E Fund's commitment to deep research, long-term investment strategies, and a systematic approach to talent development has positioned it as a leader in the asset management industry, capable of delivering sustainable returns [24][25]