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Billion-scale Fund Managers Achieve "Acceleration" in Performance
3 week ago /
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Author：小编
Recently, a notable rebound in performance has been observed among managers of billion-scale full-market stock selection funds, attributed to their proactive portfolio adjustments during the second quarter. Specifically, "growth-oriented" fund managers have zeroed in on sectors like AI computing power and innovative drugs. Meanwhile, "value-oriented" managers have delved into industries such as finance and resources. Additionally, fund managers employing the "dumbbell strategy" have struck a balance between allocating to technology growth stocks and high-dividend stocks.
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