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消费趋势股票

消费趋势股票

投资于消费支出的结构性增长趋势

要点:

  • 从消费者的视角可看出长期的强劲全球增长趋势
  • 纯粹投资于具实证业绩一类的消费主题趋势企业
  • 投资于精选行业内的赢家

投资理念

荷宝消费趋势类股票策略的投资理念是基于信念并通过以下方式获得额外回报:

  • 从上而下的分析 – 在初期阶段识别最具吸引力的行业趋势和主题;及
  • 从下而上的研究 – 通过选择有吸引力的价值股票,这些股票将从上述筛选的行业趋势与主题中受益
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投资过程

我们的投资过程包括三个步骤:第一,从消费者的角度出发,通过自上而下的分析来看长期的消费趋势,当中三大长期趋势包括“数字化消费”、“新兴市场消费动力”及“超级品牌”;第二,通过由下而上的研究,筛选通过上述主题获益最多且升值潜力最大的股票;第三,根据投资信心水平和风险特性确定各仓位的配置量,精心构建投资组合。

联系我们

如果您想了解更多关于此策略的详情,请联系我们。

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The information contained in the website is solely intended for professional investors. Some funds shown on this website fall outside the scope of the Dutch Act on the Financial Supervision (Wet op het financieel toezicht) and therefore do not (need to) have a license from the Authority for the Financial Markets (AFM).

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