成长投资：寻找未来有巨大增长潜力的公司 Growth Investing: Seeking Companies with Huge Future Growth Potential

#成长型投资 #成长股 #行业赛道#公募基金 #publicfunds #growthinvesting #ai #growthstocks #industrytrends

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内容提要 Summary of Content

第一部分 成长型投资的魅力，享受戴维斯双击
Growth Investing, Enjoying the Davis Double Play
第二部分 寻找好赛道
Find Growth Sectors
第三部分 识别高成长的好公司
Assess Growth Stocks

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特邀嘉宾 Special Guest

谷琦彬
-天弘基金优质成长企业基金经理
-清华大学工学硕士、学士
-14年证券从业经验。历任中信、瑞银证券研究员、国泰君安电新行业首席分析师，曾获新财富、水晶球等奖项
Gu Qibin
-Fund Manager of Tianhong Growth Fund
-Master’s and bachelor’s degrees in engineering from Tsinghua University
-14 years of experience in the securities industry. Former researcher at CITIC Securities and UBS Securities, and Chief Analyst for the Electric and New Energy Sector at Guotai Junan Securities. Recipient of awards such as the New Fortune and the Crystal Ball.

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管理人简介 Fund Manager Profile

天弘基金成立于2004年11月8日，是经中国证监会批准设立的全国性公募基金管理公司之一。2013年，天弘基金与支付宝合作推出余额宝，是天弘余额宝货币市场基金管理人。
2015年底，天弘基金成为中国基金业史上首个资产管理规模破万亿的基金管理公司。截至2024年3月31日，天弘基金（含专户和子公司天弘创新）资产管理总规模11,522.66亿元，处于行业前列。其中，公募基金管理规模11,311.32亿元，排名行业第二，非货市公募总规模3,070.64亿元，排名行业第17，成立以来累计为超过7亿公募持有人创造收益2,840.22亿元。
Tianhong Asset Management was established on Nov 8, 2004, and is one of the national public fund management companies approved by the CSRC. In 2013, Tianhong partnered with Alipay to launch Yu'e Bao, and serving as the fund manager. By the end of 2015, Tianhong became the 1st fund management company in China's history to surpass ¥1 trillion in AUM.
As of Mar 31, 2024, Tianhong (including DPM and its subsidiary Tianhong Innovation) had total AUM of ¥1,152.266 billion, ranking at the forefront of the industry. Among these, the public fund management scale was ¥1,131.132 billion, ranking 2nd in the industry, and the non-monetary public fund total scale was ¥307.064 billion, ranking 17th in the industry. Since its establishment, it has created returns of ¥284.022 billion for more than 700 million public fund holders.