讀後心得

The list of winners for the 28th Outstanding Fund Gold Diamond Award has been announced, and the Japan Power Equity Fund from Han Ya Investment has once again won the three-year Japan Equity Fund Award, achieving this honor for two consecutive years. This reflects its advantages in stock selection and long-term performance. As of February 28, the fund has ranked in the top quartile among its peers across multiple time periods and continues to be favored by investors. Han Ya Investment Trust plans to further invest in small and mid-cap stocks to achieve better excess returns. Since 2023, the fund has received multiple awards in Taiwan, Singapore, Hong Kong, and other regions.

The 28th Outstanding Fund Diamond Award recently announced its list of winners and held an award ceremony. The Hanaya Investment Japan Dynamic Equity Fund won an award again in the three-year category for Japanese equity funds, achieving this honor for two consecutive years, fully demonstrating the advantages of focusing on stock selection evaluation with outstanding performance in long-term returns and risk data, recognized by professional institutions.

Hanaya Investment stated that the Japan Dynamic Equity Fund is a product they take pride in. Since starting to have a positive outlook on Japanese equities in 2022, the fund has gained widespread popularity among investors. Its stock selection logic emphasizes value while possessing the characteristic of flexible adjustments, which maximizes investment benefits and stabilizes mid- to long-term performance. According to statistics as of February 28, the fund has ranked in the top quarter of its peers over the past three months, six months, one year, two years, three years, five years, and ten years, having excelled in creating outstanding long-term returns amid prolonged market fluctuations.

Although Hanaya Investment is considered a foreign institution in Taiwan, it spares no effort in the design of domestic products and has introduced high-quality overseas market funds to Taiwan, providing investors with richer and more diverse choices. Since 2023, the Japan Dynamic Equity Fund has won multiple fund awards for three consecutive years in Taiwan, Singapore, and Hong Kong, including the 2023 Smart Wealth Taiwan Fund Award and the 2024 27th Outstanding Fund Diamond Award, among others.

The fund's stock selection logic adopts a bottom-up approach, carefully selecting stocks with long-term growth potential that are undervalued, systematically uncovering potential stocks that can be "turned around." Unlike many products in the market that follow index funds, this fund focuses on the potential of small- and mid-cap stocks, hoping to sustain growth momentum. Looking ahead, Hanaya Investment's research team points out that compared to large-cap stocks, the trading prices of Japanese small-cap stocks are relatively favorable, and the growth momentum of domestic demand in Japan is strong, making the upward trend of small- and mid-cap stocks more pronounced. Currently, the team has already positioned itself in small-cap stocks and is carefully selecting potential individual stocks, hoping to bring excess return opportunities to investors.