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About Rosefinch
About Rosefinch
Industry-Chain Research
Investment Philosophy
Insights
Insights
ESG
There are always good things in the world
that deserve best efforts.
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carbon neutrality, 3060+, equity+ three major sectors
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35% of Rosefinch shareholdings are owned by 40+ employees, with the rest owned mainly by two-founders
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research and investment professionals accounts for about 40% of the staff
Industry Analysis
Monthly Commentary 2023 July
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Insights
The Semiconductor Cycle
2023-09-14
monthon-month earnings have rebounded from the bottom
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Insights
To be a Cautious Optimist
2023-08-21
Being cautious and being optimistic, yet both are required for a successful investment career
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Insights
A few counter-intuitive truths about index investing
2023-08-11
Another counter-intuitive truth is that the index can also be “buy high sell low.”
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Insights
Being Victorious Without Spectacular Victories
2023-08-01
What investors need to do is build a sustainable mechanism for identifying and capturing these mispricing
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ESG
Rosefinch Chairman speech on ESG Investing
2023-09-15
investment logic may be shifting toward becoming "indispensable"