Since the beginning of the year, the A** field has sounded the horn of the first day before the Lunar Dragon Year holiday, the Shanghai Composite Index has regained 3,000 points after the "Eight Lianyang", and the ChiNext Index and the Shenzhen Stock Exchange Component Index have also been three consecutive weeks**, as of today**, the turnover of the A** field has exceeded one trillion yuan for 5 consecutive trading days.
In the context of technological growth represented by artificial intelligence and the rotation of dividend and high-dividend assets, there is no shortage of first-class managers and products worth paying attention to in both growth and value styles. The considerate rich two "packaged" and sorted out the investment strategy that adapts to the current **to help you capture the investment opportunities that should not be missed under the trend of "one-stop".
Deep value school, the representative works have ranked in the top 1% of the same kind in the past two years
Wells Fargo Research Select** ManagerLily Liu
Adhering to the principle of "slow is fast", before the explosion of the selected performance of the representative work Wells Fargo Research in 2023, Liu Lili has experienced a long process of accumulation from research to investment: she entered the industry in 2004 to engage in industry research, and Liu Lili has accumulated many years of solid research experience before officially becoming the ** manager in 2018.
In terms of investment framework, from the initial focus on bottom-up mining to the gradual establishment of linkage observation between industries, Liu Lili has polished a mature investment philosophy in years of practice: preference for contrarian investment and left-side layout, and is committed to playing a role in companies with a margin of safety and the bottom of the cycle, waiting for mean reversion.
As a practitioner of the deep value style, the more in the market downturn, the more Liu Lili's investment ability can be reflected. Through the relatively weak market environment in the past few years, Liu Lili is in charge of her masterpiecesWells Fargo Research Select A has achieved the top 1% of its peers in the last two years (14,1704).and has won the double five-star rating of Haitong ** in the past three years and the past five years.
Note: Wells Fargo Research Select A Peer Ranking and Rating Data are from the Financial Products Research Center of Haitong ** Research Institute, and as of February 29, 2024, the same category is actively hybrid, open-ended, and flexible strategy hybrid. The ranking result is a comprehensive judgment of the past performance of ** and the manager by the ranking institution, and does not constitute a future investment recommendation for ** manager or a single product.
Balanced and steady, good at GARP strategy
Phu Quoc Urban Development ManagerPu Shilin
As another representative of the "value group" of the rich two families, Pu Shilin has been deeply involved in the garp strategy for many years, and his investment style can be described as stable and sharp, and there are counterattacks in addition to defense.
On the one hand, Pu Shilin pursues long-term and steady growth when managing **: the core of its GARP strategy is to find companies that can continue to grow steadily in the long run, and hold them for a long time at their reasonable valuations, and strive to make money for performance growth. On the other hand, the so-called work wants to do a good job, must first sharpen its tools, Pu Shilin in the investment diligent day by day, continue to improve, day after day to compare the cost performance of the combination, month after month to improve their own investors**.
He has been in the industry for more than 16 years, and has a deep industry research background in many industries, such as construction, building materials, light industry, and electronics. With 8 years of experience in investing, Pu Shilin does not like to take risks in investment, is more risk-averse, has strict requirements for product drawdown control, and attaches great importance to the matching between valuation and growth. Its balanced and stable investment style has also brought better performance to the products under management, and Morningstar data shows that as of March 1, 2024, Pu Shilin has managed the products in Wells Fargo for the longest timeIn the past two years, the return rate of urban development in Phu Quoc has ranked in the top 10% of its peers (46 460).
Note: Phu Quoc Urban Development Peer Ranking data is from Morningstar, ranking 46 460, and the category of similar products refers to Open**-Growth**, as of March 1, 2024. The ranking result is a comprehensive judgment of the past performance of ** and the manager by the ranking institution, and does not constitute a future investment recommendation for ** manager or a single product.
Fuguo science and technology team "cutting-edge", many years of electronic research experience
Manager of Phu Quoc Emerging IndustriesSun Quan
As the "cutting-edge" manager of the rich two science and technology teams, Sun Quan is almost indispensable in every round of scientific and technological growth in the past two years.
With 11 years of experience in the industry and more than 2 years of investment management experience, Sun Quan's precise "blocking" of science and technology in recent years is inseparable from his many years of research skills in the field of TMT: graduated from the Department of Electronic Engineering of Tsinghua University, Sun Quan was a researcher in the computer industry of Xingye, and after joining Fuguo in April 2015, he has served as an electronic industry researcher, a senior industry researcher, an assistant to an equity investment manager, an equity manager and other positions, and has been a manager of Fuguo Emerging Industries since February 2022.
Morningstar data shows that as of March 1, 2024, Sun Quan is in chargeWells Fargo Emerging Industries A has ranked in the top 4% of its peers (17,460) in the past two years
Note: Wells Fargo Emerging Industries**(a) Peer Ranking data from Morningstar, ranking 17 460, Peer Category refers to Open**-Growth**, as of March 1, 2024. The ranking result is a comprehensive judgment of the past performance of ** and the manager by the ranking institution, and does not constitute a future investment recommendation for ** manager or a single product.
One of the new energy "twin stars", the representative work has ranked first in the same category in the past year
Manager of Fuguo New Materials and New EnergyXu Zhixiang
Regardless of the ups and downs of the A-share new energy sector, as of February 29, 2024, Xu Zhixiang has been in charge for the longest timeIn the past year, Fuguo New Materials New Energy A ranked first among the 24 new energy theme industries in the same category** (Class A).
Behind the top ranking of the same kind is Xu Zhixiang's continuous advanced investment ability and constantly expanding circle of competence. With 9 years of experience in the industry and more than 2 years of management experience, Xu Zhixiang graduated from the Department of Physics of Fudan University with a master's degree in optics, and served as a consultant of Huacai Consulting Group, investment director of Shanghai Space Power Research Institute (Aerospace 811 Institute), industry researcher of Zhejiang businessmen, investment manager of Ping An Asset Management, joined Fuguo in October 2021, and has been the manager of Fuguo New Materials and New Energy since November of the same year.
Humanoid robots, embodied intelligence, commercial aerospace, high-voltage fast charging, high-temperature superconductivity, ......Regarding new terms and breakthroughs in the field of new energy and new technology, Fu Er can always find corresponding attention and understanding in Xu Zhixiang's first-hand investment views. Looking forward to this year's equity market, Xu Zhixiang also said that he pays more attention to the investment value related to AI applications, commercial aerospace, new energy and manufacturing overseas.
Note: The data of the same category of Fuguo New Materials and New Energy A are from China Galaxy *** Research Center, and as of February 29, 2024, the same category classification is 22.7. New energy theme industry, stock-biased** (Class A). The ranking result is a comprehensive judgment of the past performance of ** and the manager by the ranking institution, and does not constitute a future investment recommendation for ** manager or a single product.
Regardless of the intention of the guest officerOffenseDefense, stillPrimingIn the intimate strategy given by Fu Er today, these eye-catching products can be used as a better alternative for customers to capture the current market trend.
* It is still continuing, if you have a favorite product, why not be "greedy".
Investment is risky, ** investment should be cautious.
Before investing, investors are requested to carefully read the "** Contract", "Prospectus" and other legal documents. **Equity may be lower than the initial face value and losses may occur. The Manager undertakes to manage and use the assets in a manner of honesty and trustworthiness, diligence and responsibility, but does not guarantee a certain profit or a minimum return. Past performance and its net worth are not indicative of future performance. The performance of other ** does not constitute a guarantee of the performance of this **.
The above information is for reference only, if you need to purchase relevant products, please pay attention to the relevant regulations on investor suitability management, do a good job of risk assessment in advance, and purchase ** products with matching risk levels according to your own risk tolerance.