Core Insights - The report highlights the performance tracking of Guosen Securities' active quantitative strategies, indicating a significant adjustment in small-cap growth stocks, with the Growth Steady Portfolio achieving a year-to-date return of 48.45% [1][2][3] Performance Overview - The Excellent Fund Performance Enhancement Portfolio recorded an absolute return of -5.06% this week and 18.71% year-to-date, ranking in the 59.18th percentile among active equity funds [1][24] - The Exceeding Expectations Selected Portfolio had an absolute return of -5.67% this week and 33.39% year-to-date, ranking in the 26.72nd percentile among active equity funds [1][32] - The Broker Golden Stock Performance Enhancement Portfolio achieved an absolute return of -4.15% this week and 27.25% year-to-date, ranking in the 38.69th percentile among active equity funds [1][39] - The Growth Steady Portfolio saw an absolute return of -7.33% this week and 43.06% year-to-date, ranking in the 13.84th percentile among active equity funds [2][44] Strategy Summaries - The Excellent Fund Performance Enhancement Portfolio is constructed by benchmarking against active equity funds rather than broad indices, utilizing quantitative methods to select superior holdings [3][19] - The Exceeding Expectations Selected Portfolio is built by screening stocks based on exceeding expectations and analyst profit upgrades, focusing on both fundamental and technical criteria [4][25] - The Broker Golden Stock Performance Enhancement Portfolio is based on a selection of stocks from the broker's golden stock pool, optimized to minimize deviation from the benchmark [5][61] - The Growth Steady Portfolio employs a two-dimensional evaluation system for growth stocks, prioritizing those closer to earnings report dates and using multi-factor scoring for selection [6][40]