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增长趋势股票

增长趋势股票

将趋势方法应用于全球股票投资

要点:

  • 长期增长趋势是关键的业绩驱动因素
  • 优先选择可以真正利用这些增长趋势的公司
  • 重点关注在各个行业和地区实际产生了高投资回报率的公司

投资理念

全球增长股票策略投资理念的基础是,我们相信通过以下方式将可获取额外回报:

  • 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 – 精选能够把握这些行业趋势和主题且估值理想的股票。

投资过程

我们的投资过程包括三个步骤:第一,从全球多元化的角度出发,利用从上而下的分析识别长期的发展趋势,四大长期趋势是“数字世界”、“新兴中产阶级”、“工业复兴”和“老龄化及保健需求”。第二,利用从下而上的研究,筛选通过上述主题获益最多且升值潜力最大的股票;第三,根据投资依据充分程度和风险收益权衡确定各仓位的配置量,精心构建投资组合。

趋势投资
趋势投资

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