基本資料

投資策略

本基金主要投資於股票，且投資於永續相關概念之有價證券總金額不得低於本基金淨資產價值之百分之七十（含），採用以由下而上為主的選股投資策略，藉由多元國家配置以分散風險，並致力追求長期資本增長及收益為目標的主動式投資組合。具體操作方法為，憑藉「由上而下」的投資策略，利用宏觀經濟及通貨膨脹表現架構全球景氣循環區間，並深入分析當前地方區域未來經濟發展，結合質化分析建構最適資產配置，再依照「由下而上」的資產評估分析和篩選標準，執行主動選股之投資策略，對個別公司投資價值進行評估分析，決定具投資價值的實際投資標的。

基金經理人

• 翁 林瑋
• 資歷 0年(2024-09-23 至今)

• Edward Wong, Portfolio Manager, has more than 10 years of equity investment
  experience in the Greater China region with Transportation, Commodities, and
  Energy as his most specialised sectors. He joined Quam Asset Management in
  early 2008 as Senior Research Analyst, and was then promoted to Assistant
  Portfolio Manager on his consistent outstanding returns yielded for the
  portfolio. Prior to this, he was a Senior Research Analyst at QuamResearch, an
  independent research house under Quam Group. During 2007 to April 2008,
  over 45% of his recommendation calls fell into the Top Two of the Bloomberg’s
  Best Absolute Return Rankings (BARR), of which 32% of total calls earned him
  the Top ranking. Prior to joining Quam Group, he has worked for the investment
  team of a private company and a financial institution, in charge of business
  development as well as research & portfolio management.

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