Liu Tianjun, manager of Harvest Quality Fund, is the company's stock investment director. Adhering to the traditional stock selection idea, he chose white horse stocks and held them for a long time. In the second quarter of this year, the fund increased its holdings in cyclical industries such as finance and real estate, but the strength and timing of the position adjustment were not ideal, and its performance ranked lower. Although fund managers have excellent historical performance, they have been unable to keep up with the market this year and need to be cautious.
Harvest Quantification At the end of June, the fund was still in the opening period, and the market continued to rise, which made the fund at a certain disadvantage in its position. Quantitative funds are one of the few types of funds in China, which can be concerned.