译文摘录：

投资理念：持续挖掘创造价值的公司，通过深入研究提高投资胜率。
Investment idea: Continuously exploring companies with creation value and improving the successful investment rate through in-depth study.
投资逻辑：先评估市场，然后设定一个比较长期的投资目标，接下来搭建投资框架，尽可能提高组合的成功率。偏好选择内生性业绩增长比较好的行业，关注行业渗透率与潜在空间、行业政策规划、行业短期爆发力、行业成长的确定性等因素；在其中选择业绩增长确定性高的企业，遵循行业龙头优先的原则。坚持估值与业绩成长相匹配的原则，积极布局具有国内外核心竞争力和全球稀缺性的行业龙头。
Investment logic: First of all, evaluating the market; then, setting a relatively long-term investment target; next, establishing the investment frame to enhance the success rate of portfolio as much as possible. Preferring to choose industries with good endogenous growth and paying attention to the industrial penetration rate, potential space, industrial policy and plan, short-term industrial explosion and certainty of the industrial growth, etc., and choosing the companies which have a growth with a high certainty while observing the principle of leading industrial companies first. Adhering to the principle that the estimated value matches with the growth and actively deploying in globally rare leading companies that have core competitiveness in China and beyond.
持股特点：持股周期一般比较长，换手不高，如果公司基本面没有发生重大调整不会做波段，只会根据收益情况做微调。
基金经理认为，在整个市场环境发生变化的时候，投资策略应该随之调整。在投资之前，首先要去分析，现有的投资框架能做到多高的超额收益。事后，如果没有完成预定的超额收益，则要总结经验。“任何收益的背后都有不确定性的风险，错失机会的同时也错过风险，个人要总结错失的收益也要总结避免的风险。”
Characteristics of stock holding: Relatively long stock-holding cycle with a low frequency of transaction. When there is no major change in the company’s fundamental and volatility, only small adjustments are made according to the profits.
The fund manager believes that the investment strategy needs to be adjusted according to the changed whole market environment. Before the investment, an analysis is needed to made on how many excess returns can be made under the current investment framework. After the investment, the experience conclusion is required if the scheduled excess returns are not completed. “The risk of uncertainty lies in any profit. Missing the opportunity means missing the risk at the same time. We need to conclude the missing returns and risks that need to avoid.”
比较优势：
（1）在不同的市场环境下均能取得较优秀的投资收益；
（2）沉稳谦逊，敬畏市场，基金经理自身保持不断学习和自省。
Comparative Advantages:
 (1) Obtaining excellent investment returns in different market environments;
 (2) Being calm and humble, respecting the market in awe and keeping studying and self-examination.