Growth Fund Manager Screening Veteran

Mondo Finance Updated on 2024-02-01

The last part of "Reserve for the coming year: screening a group of growth style ** managers" introduced the growth style benchmark index, ** review and screening criteria, and screened out more than 20 from more than 90 managers. Let's take a look at the managers who have performed well and served continuously since 2019As of 2023-12-23, the same below

In fact, there are not many of themIt shows that the growth style manager actually has a lot of personnel changes。That's why I'm asking for it in the screeningTry not to choose new talent from small companies, many cutting-edge companies will change jobs after making a name for themselves.

In this article, we will select a few veterans who have been in the industry for more than 16 years and have been relatively stable for you.

Jiang Feng is definitely an excellent manager who is underestimated by the market, joined CCB in 2007 and has been working so far, with 16 years of experience in the industry and 12 years of investment experience, and the current (2023Q3, the same below) is only 31500 million.

Since 2014, Guan Jianxin's health and people's livelihood have ranked 13th in the same period661, the risk control is also very good. It has been able to beat the GEM steadily for a long time, but it has fluctuated recently, as shown in the chart below.

Of course, objectively speaking, his turnover rate has been high before 2021, and he is more inclined to a prosperous growth style. But even if you look at his performance since 2021, the performance is still okay (ranking 370 4519 in the same period).

The chart below shows the changes in the scale of management since Jiang Feng took office.

The average quarterly scale is 3.2 billion, and it is currently more than 3 billion, indicating that he should be competent at this scale.

Jiang Xuan and Jiang Feng's situation is a bit similar, they also entered the industry in 2007; The historical performance is good, ranking 33|in the same period since taking office in June 2015937。

But he was very good at alpha when he was small. As the scale increases, the turnover rate decreases, and the excess return begins to be unstable.

If you look closely at the timing of the changes in the following graphs, you will understand.

In short, for managers with high turnover, it can't be said that it's bad, but it can only be bought when the scale is smaller, and after the scale is large, the manager must change the investment framework and need to be re-tested by the market.

I've seen too many managers who struggle to maintain their original alpha after scaling up, but when they are small, it's hard to spot them, so it's quite difficult to invest. Jiang Xuan's management scale has decreased in 2023, but I think it is still necessary to observe more.

Chen Qiming has 17 years of experience, 13 years of experience in Quam, more than 9 years of investment experience, and is currently the director of the company's equity investment department. Although Chen Qiming's company is not large, I don't think I need to worry about him leaving.

Representative work Quam value growth, Chen Qiming served in 2014-9, and the performance of the same period ranked 48|726。And the upper limit is only 80%, and others** can only buy bonds (including convertible bonds).

His excess return is also very stable, and what is even more powerful is that he basically obtains it by stock selection, rarely trades, and has a relatively low turnover rate (see the chart below), which is far lower than the average of the growth style (about 300%), which means that he has a larger scale capacity, not to mention that his current scale is not large, only 3.5 billion.

I've recommended this manager twice before, and I still recommend it, and I'm probably looking for opportunities myself.

Related reading: Take stock of a group of excellent managers who are undervalued by the market, and choose one of each style! Is there a manager with good performance, rich experience, excess stability, and moderate scale? Fu Juan entered the industry in 2006 and has more than 11 years of investment experience.

From 2012 to 2019, the management of ABC consumption theme (in fact, the whole market operation), the performance of the same period ranked 97|481。Judging from the excess returns relative to the GEM at that time, she underperformed in the first half and outperformed in the second half, which at least shows that she still pays attention to valuation protection.

Since 2020-9, when he began to manage Shen Wanlingxin's new economy, it has also outperformed the GEM index, but the volatility is a bit large. Ranked 551 2550 in the same period.

Fu Juan's advantage is that she has a wide circle of competence and rich experience, and the lower limit is relatively high. At present, the scale of 6 billion is acceptable, and she has managed a scale of more than 4 billion in the Agricultural Bank of China before.

The chart below is the splicing of her net worth since her tenure, compared with the *** index.

Conclusion:The advantage of a veteran is that he has a high lower limit and a wide circle of ability, but considering that the growth style has higher requirements for the learning ability of the manager and the ability circle of the emerging industry, the younger manager may have more advantages.

The next part will continue to introduce a group of Mesozoic growth style managers, welcome everyone to continue

If you find the article useful, I hope you all".Likes, comments, **"Sanlian supports me, thank you!

Tips: **There are risks, investment needs to be cautious! This article is only a personal research and analysis, not as an investment basis, and you are responsible for your own profits and losses.

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