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Fuh Hwa Securities Investment Trust Co., Ltd.
Jiunn-Hsyong Duh · Asset Manager · Multi-Strategy
Fuh Hwa Securities Investment Trust Co., Ltd. (Fuh Hwa SITE) is a premier asset management firm based in Taipei, Taiwan. Since its establishment in 1997, the company has evolved into one of the largest and most respected private investment trust enterprises in the country. It offers a broad spectrum of financial products, including domestic and offshore mutual funds, exchange-traded funds (ETFs), and discretionary investment management services for both retail and institutional clients. The firm is recognized for its robust research capabilities and its role as a key manager for government funds and private mandates. Fuh Hwa focuses on providing innovative investment solutions across various asset classes, including equities, fixed income, and money market instruments, aimed at delivering consistent long-term performance.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +71.0% |
| YTD return | +53.7% |
| Sharpe ratio | 3.57 |
| Win rate | 49% |
| AUM | $6.0B |
| Inception | Oct 1, 2025 |
| Updated | Aug 20, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $6.0B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.fhtrust.com.tw/ |
Current Holdings
Updated on Aug 20, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| ASX | ASE Industrial Holding Co Ltd ADR | 22.7% | +140.7% |
| UMC | United Microelectronics | 21.0% | +112.8% |
| TSM | Taiwan Semiconductor Manufacturing | 13.4% | +27.2% |
| NLY | Annaly Capital Management, Inc. | 6.1% | +13.3% |
| ASUUY | ASUUY | 5.3% | 0.0% |
| AGNC | AGNC Investment Corp | 4.5% | +10.5% |
| NVDA | NVIDIA Corporation | 3.4% | +14.6% |
| LITE | Lumentum Holdings Inc | 2.7% | -5.6% |
| MU | Micron Technology Inc | 2.5% | +31.2% |
| SNDK | Sandisk Corp | 2.2% | +8.1% |
| RITM | Rithm Capital Corp. | 2.2% | -4.8% |
| STWD | Starwood Property Trust Inc | 2.1% | -10.4% |
| GOOGL | Alphabet Inc Class A | 2.0% | +20.5% |
| TSEM | Tower Semiconductor Ltd | 1.9% | -19.5% |
| MSFT | Microsoft Corporation | 1.8% | -4.2% |
| AAPL | Apple Inc | 1.7% | +17.0% |
| COHR | Coherent Inc | 1.3% | -23.5% |
| AVGO | Broadcom Inc | 1.2% | +4.3% |
| AMZN | Amazon.com Inc | 1.1% | +7.0% |
| TER | Teradyne Inc | 0.9% | +4.2% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 10, 2026 | BUY | AMZN | 1.1% → 1.1% |
| Aug 10, 2026 | BUY | MU | 2.4% → 2.5% |
| Aug 10, 2026 | SELL | BXMT | 0.9% → 0.0% |
| Aug 10, 2026 | SELL | AAPL | 1.8% → 1.7% |
| Aug 10, 2026 | BUY | NVDA | 3.1% → 3.4% |
Investment Style Analysis
Fuh Hwa Securities Investment Trust Co., Ltd. is widely recognized for employing a Multi-Strategy strategy. As of Aug 20, 2026, the firm oversees approximately $6.0B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and REIT - Mortgage sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 10, Fuh Hwa Securities Investment Trust Co., Ltd. made a significant move by increasing exposure to AMZN. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Fuh Hwa Securities Investment Trust employs a disciplined, research-driven investment philosophy focused on active asset allocation and rigorous risk management. The firm prioritizes fundamental analysis and macroeconomic research to identify high-quality investment opportunities across global markets. By integrating quantitative models with bottom-up security selection, Fuh Hwa aims to capture long-term capital appreciation while maintaining a high standard of professional ethics and fiduciary duty. Their strategy emphasizes the construction of diversified portfolios designed to navigate market volatility and provide stable, risk-adjusted returns through various economic cycles.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Fuh Hwa Securities Investment Trust Co., Ltd..
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Frequently asked questions
How is the simulated portfolio for Fuh Hwa Securities Investment Trust Co., Ltd. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Fuh Hwa Securities Investment Trust Co., Ltd.'s largest holding?
As of the latest filing, Fuh Hwa Securities Investment Trust Co., Ltd.'s top position is ASE Industrial Holding Co Ltd ADR (ASX), representing 22.7% of the portfolio. This reflects a high-conviction bet by the institution.
What is Fuh Hwa Securities Investment Trust Co., Ltd.'s historical performance and risk profile?
Our simulation indicates a total return of +71.0% with a win rate of 49%. Notably, the portfolio maintains a Sharpe Ratio of 3.57, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Fuh Hwa Securities Investment Trust Co., Ltd. primarily invest in?
Fuh Hwa Securities Investment Trust Co., Ltd. has a strong preference for the Semiconductors sector, which makes up 66.1% of their disclosed assets. The portfolio also has exposure to REIT - Mortgage, indicating a specific thematic focus.
Is Fuh Hwa Securities Investment Trust Co., Ltd.'s portfolio concentrated or diversified?
Fuh Hwa Securities Investment Trust Co., Ltd. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 57.1% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Fuh Hwa Securities Investment Trust Co., Ltd. performed in 2026?
Our AI-simulated model portfolio for Fuh Hwa Securities Investment Trust Co., Ltd. tracks a Year-to-Date (YTD) return of +53.7%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Jiunn-Hsyong Duh manage Fuh Hwa Securities Investment Trust Co., Ltd. directly?
Yes, Jiunn-Hsyong Duh serves as the key portfolio manager for Fuh Hwa Securities Investment Trust Co., Ltd., overseeing the investment strategy and final capital allocation decisions.