在多元资产间寻找高“性价比” FOF舵手陈文扬的资产配置哲学

Core Viewpoint - The article emphasizes the importance of diversified asset allocation in investment management, highlighting the expertise of Chen Wenyang, a seasoned fund manager at Dongfanghong Asset Management, in managing multi-asset FOF (Fund of Funds) products to achieve stable returns and mitigate risks [2][4][16]. Group 1: Investment Strategy - Chen Wenyang employs a comprehensive approach to asset allocation, focusing on identifying high-odds and reasonable-win-rate investment opportunities across various asset classes, including stocks, bonds, commodities, and gold [10][14]. - The FOF management process at Dongfanghong involves a systematic strategy design, asset selection, and fund manager evaluation, leveraging team collaboration to enhance research capabilities [4][5]. - The newly launched Dongfanghong Xinheng Stable 3-Month Holding Mixed FOF aims to provide absolute return strategies through diversified asset allocation [2][16]. Group 2: Performance Metrics - The Dongfanghong Yihe Stable Pension Two-Year FOF, managed by Chen Wenyang, has demonstrated strong performance, ranking 5th out of 25 and 8th out of 61 in its category over the past five and three years, respectively [5][17]. - The fund's historical performance indicates a consistent ability to manage risks and achieve returns, with a net value growth rate of 6.57% in 2024, outperforming its benchmark [17]. Group 3: Asset Selection Criteria - Chen Wenyang emphasizes the significance of selecting assets with upward trends, noting that the choice of underlying assets is more critical than merely selecting funds [10][11]. - The FOF team utilizes both quantitative and qualitative research methods to evaluate fund managers, focusing on their investment logic and consistency in execution [15][16]. - The strategy includes a careful selection of fixed-income funds based on risk-return characteristics, prioritizing stability over high returns [15].