Hanwha Asset Management said on the 22nd that it held an investment strategy seminar on the theme of "the new Cold War era and the revival of K manufacturing" at The Plaza Hotel in Jung-gu, Seoul, on the 21st–22nd.
The seminar was prepared to capture investment opportunities and present appropriate strategies at a turning point when the global supply chain is being rapidly reorganized amid U.S.-China hegemony competition and geopolitical tensions.
Hanwha Asset Management said Korea is emerging as a key partner that can replace the collapsed U.S. manufacturing sector, and proposed the "Hanwha K Manufacturing Core PLUS Fund" as an investment solution to respond to changes in the industrial structure.
The fund focuses on investing in Korea's core manufacturing corporations expected to benefit from the reorganization of global supply chains, with main destinations being "artificial intelligence (AI) hard power" and "national strategic industries."
"AI hard power" refers to industries that can benefit from a surge in infrastructure investment, such as the AI data center supercycle, with representative sectors including semiconductors, energy storage systems (ESS), power equipment, nuclear power, and solar power. "National strategic industries" are those expected to benefit from the collapse of U.S. manufacturing and the reorganization of the industrial security supply chain, including defense, robotics and space, critical minerals, shipbuilding, and bio.
Since its launch on the 23rd of last month, the "Hanwha K Manufacturing Core PLUS Fund" has recorded a return of 14.62% (as of the 21st, based on the feeder fund).
Choi Young-jin, vice president of Hanwha Asset Management, said, "Korea's manufacturing is now standing at the entrance to structural growth beyond a simple business cycle," and added, "We hope this seminar and the 'Hanwha K Manufacturing Core PLUS Fund' will serve as an important milestone for investors to share the future of the Republic of Korea's manufacturing renaissance."