讀後心得

The 28th Outstanding Fund Diamond Awards recently announced the list of winners. Han Ya Investment's Japan Power Equity Fund has won the three-year Japan Equity Fund Award for two consecutive years, proving its stock selection advantage and excellent long-term performance. Han Ya Investment stated that the fund has been optimistic about Japanese stocks since 2022, becoming popular among investors by achieving high investment efficiency through a value and flexible adjustment strategy. As of February 28, the fund has performed outstandingly among various types of funds, ranking in the top quarter. Since 2023, the fund has received several major awards in Taiwan, Singapore, Hong Kong, and others, including the 2023 Smart Wealth Taiwan Fund Award. Its stock selection strategy focuses on small and mid-cap stocks, with expectations of delivering even better performance in the future.

The 28th Outstanding Fund Diamond Awards recently announced the list of winners and held an award ceremony. The Han Ya Investment Japan Dynamic Equity Fund received the three-year Japan Equity Fund award, marking its second consecutive year of this honor, fully demonstrating its advantages in stock selection based on valuation, with outstanding performance in long-term returns and risk data, receiving high recognition from professional institutions.

Han Ya Investment stated that the Han Ya Investment - Japan Dynamic Equity Fund is a product they take pride in. Since making an optimistic forecast for the Japanese stock market in 2022, the fund has gained significant popularity among investors. Its stock selection logic focuses on value and maintains a characteristic of flexible adjustment, maximizing investment efficiency, and exhibiting stable medium to long-term performance.

According to statistics as of February 28, the Han Ya Investment Japan Dynamic Equity Fund ranked in the top quartile among similar funds for its performance over the past three months, six months, one year, two years, three years, five years, and ten years, achieving stable long-term returns after enduring the long-term market tests.

Although Han Ya Investment is classified as a foreign institution in Taiwan, it spares no effort in designing products domestically and has introduced high-quality overseas market funds, providing investors with a richer and more diverse set of investment choices. Since 2023, the Han Ya Investment Japan Dynamic Equity Fund has consecutively swept various fund awards in Taiwan, Singapore, and Hong Kong for three years, including the 2023 Smart Wealth Taiwan Fund Award, the 2024 27th Outstanding Fund Diamond Award, and the 2024 LSEG Refinitiv Taiwan Fund Award.

The stock selection logic of the Han Ya Investment Japan Dynamic Equity Fund employs a bottom-up approach, carefully selecting individual stocks with long-term growth potential that are undervalued, systematically searching for undervalued potential stocks. Unlike most products in the market that follow index funds, this fund focuses on the potential of small and mid-cap stocks, expecting to continue its growth momentum.

Looking ahead, the research team of the Han Ya Investment Japan Dynamic Equity Fund pointed out that, compared to large-cap stocks, Japanese small-cap stocks are currently trading at a discount. With stronger growth momentum in Japan's domestic demand, it is expected that the upward momentum of small and mid-cap stocks will be more significant. The team is currently focusing on small-cap stocks, carefully selecting potential individuals, hoping to bring opportunities for excess returns to investors.

For more information, please refer to reports from the Commercial Times.