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Which is better, harvest theme selection or harvest research selection?
Harvest theme selection is better than Harvest research selection.

Please pay attention to the selection of harvest themes. In the third quarter, the fund insisted on medicine, food and beverage, communication equipment and power equipment, and at the same time reduced its positions, which performed well. The fund carries out the idea of theme investment, and its shareholding is concentrated, and the fund fluctuates greatly.

Selected harvest research, generally recommended. In the third quarter, the fund actively participated in the July market. At the same time, at the beginning of August, the cyclical allocation of investment portfolio was reduced, and the allocation of consumption category was increased, which brought obvious excess returns, so the fund performed well in the third quarter. In the next stage, the fund will continue to actively invest. The fund manager managed Harvest Services and performed well during Harvest Research.