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金融趋势股票

金融趋势股票

以趋势投资的方式来把握全球的金融行业趋势机会

要点:

  • 投资多种金融发展趋势:养老金融、数字金融和新兴市场金融
  • 在这些行业趋势中挖掘优秀的执行者(企业)
  • 在地区、金融相关类别和行业方面有真正地全球视野;主动投资比率高

投资理念

在全球金融股票策略中,荷宝选择投资与金融业相关的金融和信息科技公司的股票。荷宝的投资理念是基于信念并通过以下方式获得额外回报:

  • 自上而下的分析 – 在金融业相关的早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
趋势投资
趋势投资

您需要知道的五件事

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投资过程

我们的投资过程包括三个步骤:第一,通过自上而下的分析,来识别增长潜力最大的行业趋势和主题。其中三大主要趋势为养老金融、数字金融和新兴市场金融。第二,通过由下而上的基本面与量化研究,筛选从上述主题受益最大且估值有吸引力的股票;第三,根据投资信心水平、风险、以及投资于各趋势的分散度和严格的买卖纪律,来构建投资组合。

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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