Duan Yongping - H&H International Investment Investment Strategy & Portfolio Analysis
As of Mar 31, 2026, the H&H International Investment portfolio managed by Duan Yongping demonstrates a sophisticated investment approach with 25 positions and an average holding period of 1199 quarters. The strategy focuses on Communication Services, Consumer Cyclical, Energy, Financial Services, Healthcare, Technology sectors with a typical position size of 14.6% of the portfolio.
The portfolio's risk management approach includes a maximum position size of 15% and sector diversification of 6%, exemplified by the case study of APPLE INC (AAPL). This strategic framework provides insights into Duan Yongping's investment philosophy, risk management practices, and long-term value creation approach.
Investment Strategy Metrics
Key metrics revealing investment style, risk management, and performance characteristics
| Metric | Value | Category | Description |
|---|---|---|---|
| Holding Period | 3.3 years | Style | Average duration positions are maintained |
| Position Count | 25 | Style | Number of active positions in portfolio |
| Position Size | 14.6% | Risk | Typical allocation per position |
| Win Rate | 63.0% | Performance | Percentage of profitable positions |
| Average Return | 1740.5% | Performance | Mean return across positions |
| Sharpe Ratio | 0.13 | Performance | Return per unit of risk taken |
Investment Case Study: APPLE INC (AAPL)
12/31/2018 - 05/26/2026
Performance Metrics
Total Return: 115,940.76%
Holding Period: 2703 days
Max Position Size: $13,463,726,588.00
Position Weight: 63.46%
Key Events
Investment Thesis
Entry Context: Initial position established based on fundamental analysis
Sector Conditions: Favorable market conditions in the sector
- Market volatility
- Sector-specific risks
Key Learnings
- Position sizing is critical for portfolio management
- Important to monitor sector exposure
Sector Focus
Typical allocation per position by sector focus.