Core Viewpoint - The article highlights the positive shift in market confidence and the increasing interest in equity funds, particularly those managed by skilled fund managers, indicating a potential investment opportunity in the current market environment [2][3]. Fund Issuance and Market Sentiment - As of October 22, over 6 equity funds have announced early closure of fundraising, including several actively managed funds led by high-performing managers [2]. - The newly launched floating fee rate fund, Jiashi Growth Sharing Mixed Fund, has seen strong subscription since its launch on October 20 [2]. Talent Development and Investment Strategy - Jiashi Fund employs a "3-3-3 growth path" for its investment research talent, emphasizing at least 3 years of industry research, followed by comparative studies across multiple industries, and finally transitioning to investment management [3][4]. - The article discusses the importance of a structured talent development mechanism, which allows for the integration of experienced and new managers, fostering a competitive edge in the market [9][15]. Performance of Fund Managers - Meng Xia, a representative fund manager, has shown a solid investment style focused on "quality growth," emphasizing the importance of companies with strong fundamentals and significant growth potential [4][5]. - Meng Xia's managed funds, such as Jiashi Advantage Growth and Jiashi Manufacturing Upgrade, have demonstrated impressive returns, with Jiashi Manufacturing Upgrade achieving a return of 132.53% since September 24, 2022 [6][10]. Broader Market Insights - The article notes that the current A-share market remains within a reasonable valuation range, suggesting that recent adjustments may present good investment opportunities [8]. - Meng Xia expresses optimism about investment opportunities in high-end manufacturing and technology sectors, as well as a reversal in domestic demand [7][8]. Team Structure and Collaboration - Jiashi Fund's investment team includes a mix of experienced and emerging managers, fostering a collaborative environment that enhances investment strategies [9][13]. - The article highlights various fund managers within Jiashi, each with distinct investment styles and successful track records, contributing to the firm's overall performance [11][12].
主动权益基金募集转暖,哪些实力派脱颖而出?
聪明投资者·2025-10-23 07:04