Core Viewpoint - The core strategy of Yin Hua Fund's manager He Wei is to achieve sustainable returns in a volatile market by prioritizing long-termism and high win rates [1][4]. Investment Framework - He Wei's investment framework is built on a clear evolutionary trajectory, combining macroeconomic analysis with fundamental insights, particularly in resource and new energy sectors [5]. - His experience in managing large-scale, long-term funds has led to a comprehensive approach that integrates macro, meso, and micro perspectives, focusing on fundamental-driven stocks and emphasizing entry prices [5][6]. Team Collaboration - The "Long-term Absolute Return Team" consists of four core members with complementary backgrounds, enhancing the team's ability to cover various sectors effectively [6]. - The team benefits from a robust research department with over 50 members, allowing for thorough communication and coverage of both core and auxiliary areas [6][8]. Performance and Risk Control - The effectiveness of the investment framework is validated by the performance of Yin Hua's fund, which has achieved a net asset value growth rate of 24.08% over three years, placing it in the top 3% of similar funds [6]. - He Wei emphasizes strict risk control, integrating it into every step of the investment process, focusing on fundamental quality, valuation, and trading conditions [8][9]. Market Insights and Future Outlook - He Wei identifies a long-term revaluation opportunity in resource products, driven by liquidity, scarcity, and necessity, particularly in the context of global inflation and industrial demand [10]. - The new fund, Yin Hua Xin He, will adopt a floating fee structure linked to performance, aiming to enhance investor experience and satisfaction [11]. Long-term Growth Philosophy - The philosophy of "doing the right thing for the long term" is central to He Wei's investment approach, focusing on quality growth rather than short-term gains [12][13]. - The goal is to create a comfortable investment experience for clients, allowing them to benefit from the long-term growth of the Chinese economy and capital markets [13].