Theme investment strategy is a rising investment method abroad in the 1990s, which is mainly aimed at core theme enterprises. Liu Xiaohan, the fund manager, said that China is currently in the process of economic restructuring, and the success of this adjustment largely depends on the timeliness and effectiveness of the macro-control measures of the management. At present, it seems that the corresponding regulatory policies will be introduced one after another, and in this process, many thematic investment opportunities will emerge. China Post Venture Fund Company defines the core theme enterprise as an enterprise with core competitiveness that is consistent with the investment theme established by the fund. With the continuous improvement of the domestic and international economy and the improvement of the company's fundamentals, I think the market outlook will probably fluctuate upward, but it will show a structural increase, so choosing a fund manager with strong stock picking ability will be the main factor to win the "victory".

Judging from the performance of the three funds currently managed by China Post Venture Fund Company, only the newly established China Post's core advantages have a good performance and are at the upstream level. The two old funds, China Post Core Growth and China Post Core Selection, have poor performance and are in the middle and lower reaches of similar funds. Part of the reason is to open positions at the high point in 2007. So overall, the company's management ability is at the middle level of the industry. The manager of this fund is Ms. Liu Xiaohan. Judging from the introduction in the prospectus, her experience is not enough, and the theme investment needs rich experience to complete. If you choose the wrong theme to invest, the loss will be very heavy. So I think investors should be cautious in choosing investment funds, because the experience of fund managers is too shallow.