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易方达基金吴欣荣: 以客户利益为出发点 做坚定长期主义者
Core Viewpoint - The article emphasizes the importance of long-term investment philosophy in China's financial industry, highlighting how companies like E Fund adhere to this principle to ensure sustainable growth and client benefit [1][2][3]. Group 1: Long-term Investment Philosophy - The financial industry in China is transitioning towards high-quality development, with a strong focus on long-term investment principles that align with the country's financial culture [1][2]. - E Fund has embedded long-termism into its corporate DNA since its inception, prioritizing client interests and aiming for long-term asset preservation and appreciation [2][3]. Group 2: Implementation of Long-termism - E Fund integrates long-termism into all aspects of its business development and management, ensuring that this philosophy is reflected in the behavior of all employees [3][4]. - The company emphasizes deep research-driven investment strategies, aiming for stable long-term returns while fostering a unified investment culture among its research and investment teams [3][4]. Group 3: Client Services and Education - E Fund is committed to providing clients with long-term stable investment returns by developing products that cater to diverse investor needs and reducing management fees to lower long-term holding costs [4][5]. - The company actively engages in investor education and offers innovative advisory services, ensuring clients are well-informed and supported throughout their investment journey [4][5]. Group 4: Technological and International Expansion - E Fund is pioneering in the integration of financial technology, exploring innovations like artificial intelligence to enhance asset management for sustainable growth [5][6]. - The company is focused on building long-term relationships with international clients and partners, establishing strategic collaborations with leading institutions across Europe, Asia-Pacific, and the Americas [5][6]. Group 5: Cultural Commitment - E Fund aims to strengthen its cultural foundation by instilling a deep understanding of its core values among employees, ensuring that long-termism is a guiding principle in all actions [6].
资管一线 | 云脊私募梁力:不追逐短期热点,看好消费行业投资机遇
Xin Hua Cai Jing· 2025-08-07 09:38
云脊私募成立之初,梁力便确立了以"深度"研究驱动的核心基调,不追逐转瞬即逝的市场热点,也不参 与短期投机炒作。在他看来,"深度"的关键是站在产业投资与长期股东视角剖析企业,聚焦商业模式、 行业竞争格局、竞争战略、核心竞争力构建、企业文化、管理层能力等多重维度。"这些维度决定了企 业能走多远。" 新华财经上海8月7日电 今年以来,A股市场持续回暖的同时,行情切换节奏加快,板块轮动频繁。在此 背景下,以深度研究驱动长期复利的资产管理人越来越受到市场的密切关注。今年2月,由梁力创立的 云脊私募成功在中国证券投资基金业协会完成登记。 自创立之初,云脊私募便秉持"深度研究驱动"核心理念,不追逐热点,不参与炒作,并且着力构建 起"云脊七问"的研究框架,对企业进行抽丝剥茧的剖析。 近期,梁力在接受新华财经记者采访时表示,云脊私募锚定"未来3-5年年化回报超15%"的投资标的, 筛选具备一流商业模式与核心竞争力的企业,力求捕捉长期成长机遇。 挖掘深度:云脊七问构建系统投资框架 入行十余年来,梁力先后任职于券商资管、私募等机构,历练出丰富的行业经验。今年2月,其创立的 云脊私募在中国证券投资基金业协会完成登记注册。3月,公司首 ...