导读： 过去一年，浙江浩坤昇发资产在各大私募平台排行榜的绩优榜单上身影频现，收获了私募圈大量关注， 公司规模因此实现了爆发式增长，从不足5亿，到如今突破18亿规模。 "洞见先机，灵动制胜。"浙江浩坤昇发资产合伙人李佳佳仅用一句话便概括了她的投资理念，恰如其分 地揭示了一位干脆利落而严谨求实的优秀女性基金经理如何在私募战场上凯旋。 在谈到投资策略时，李佳佳表示践行"养家心法"。所谓"养家心法"，指的是知名投资人"炒股养家"总结 的投资心法，其核心要义是要理解市场运行的本质，加强对市场博弈的推演，更加看重投资的实战效 果。 李佳佳称，在投资领域沉淀的11年时间里，"炒股养家"老师是她的"投资导师"。在多年前，在进行调研 军工行业研究时，与之相识，后多次进行当面线下请教，顿悟到了其投资之道，又融入自己的投资风 格。 李佳佳以"养家心法"为起点，逐步构建了洞见先机灵动制胜的思维框架。该策略体系强调以深入研究为 基础，积极布局强势股并根据市场趋势灵活调整仓位，核心在于尊重市场的客观规律，当预测与市场实 际表现冲突时，采取无条件尊重市场的原则，迅速调整仓位以降低风险。建仓和减仓均有一套独到的规 则，能够在短时间内完成仓位 ...

Core Viewpoint - The A-share market has shown sustained active sentiment since the "9.24" market event last year, with the Shanghai Composite Index reaching new highs, indicating a potential investment opportunity in the market [2] Summary by Sections Market Performance - As of August 22, 2025, the Shanghai Composite Index has surpassed 3800 points, marking a nearly 10-year high, with a one-year cumulative increase of 34.03% for the index and 73.41% for the ChiNext Index [2] - The margin financing balance has also exceeded 2.1 trillion yuan for the first time in 10 years [2] Fund Performance - As of August 15, 2025, there are 1713 subjective long products with a total scale of approximately 1507.99 billion yuan, with an average one-month return of 9.62%, outperforming quantitative long products which averaged 8.47% [3] Top Performing Private Equity Firms - In the category of private equity firms with over 100 billion yuan, the top three firms based on average one-year returns are: - Fusheng Asset - Jiuqi Investment - Rido Investment [4][5] - Fusheng Asset has six qualifying subjective long products with a total scale of approximately 1.912 billion yuan, achieving a notable one-year return [5] - Rido Investment has 19 qualifying products with a total scale of approximately 12.09 billion yuan, also showing strong performance [5] Performance by Scale - For private equity firms with a scale of 20-100 billion yuan, the top three are: - Tongben Investment - Haokun Shengfa Asset - Shenzhen Dream Factory Investment [6][8] - In the 10-20 billion yuan category, the top three are: - Nengjing Investment Holdings - Jiuge Investment - Longhang Asset [11][13] - For the 5-10 billion yuan category, the top three are: - Yijiu Private Fund - Beijing Xiyue Private Fund - Fuyuan Capital [15][16] - In the 0-5 billion yuan category, the top three are: - Qinxing Fund - Binli Investment - Zhaoyi Investment [17][19] Investment Strategies - The investment strategies of top-performing firms include focusing on sectors such as entertainment, finance, healthcare, and traditional high-dividend assets, indicating a diversified approach to capitalizing on market opportunities [5][6]