Investment & Fund Management
TradingKey Investment ResearchUpdated：2026-02-07This strategy over-weighs leading firms in the alternative asset management industry, such as large private equity and asset management firms. Believing that these top institutions can leverage their brand and scale to continuously acquire high-fee business and expand their AUM, the strategy aims to capture these firms' ability to continuously create value and generate stable cash flows in the long term.
Risk Warning: The information on this page is based on publicly available data from the securities market or historical data of investment products. The dimensions of the indicators have limitations and do not represent the future performance of the products. This information is for investors' reference only and does not constitute investment advice. Any actions taken based on this information are at your own risk.
Historical Return
Cumulative Return+150.25%
Annualized Return+27.96%
5Y
1M
3M
1Y
3Y
5Y
5-Year Performance+113.06%
Current Holdings
No.
Name
Price
Chg %
Industry
Score
Bank of New York Mellon Corp
BK
124.320
+3.16%
Investment Banking & Investment Services
7.94
BlackRock Inc
BLK
1056.380
+0.15%
Investment Banking & Investment Services
7.19
Invesco Ltd
IVZ
26.820
+4.07%
Investment Banking & Investment Services
7.36
4
KKR & Co Inc
KKR
103.200
+4.06%
Investment Banking & Investment Services
7.13
5
UBS Group AG
UBS
43.910
+0.32%
Investment Banking & Investment Services
6.7
