Category: Money tips Release Date: 2007-02-02
Funds to the current size, no one can deny that they have is the biggest financial market, the main force behind in many Niugu have separate ways the Fund's figure. As a result, Notes from today we want to talk about after these -year follow-right separate ways the operation of the main fund some of the views and investment ideas.
Although the Red Flower hundred days, but the past few years the fund has always been a good operation there, such as Guangdong Development fund companies, such as easy to square up to fund management companies, a careful analysis of these funds to the company's management team, we will find, origin of the original self-employed broker some of the CEOs of these fund companies to take up the backbone of troops, such as easy to square up the river for good, such as the widely issued by Yi Yang Fang,. as funds are concerned, the experience of actual combat are not looking at two Buffett's book, go to school in a foreign hot an MBA can increase the skin, and more are relying on experience and accumulated, so we can see the easy side up and widely issued operation strategy is quite flexible, rather than the sluggish, for example in 2004, in April after the easy Fonda and the GF began a large-scale clearance cyclical industries, encirclement, such as Maotai, Su Ning, Shanghai airport on behalf of some of the growth and defensive nature of species, obviously the majority of funds went in front of corresponding, we can see with this At the same time, such as Harvest Fund Management Company's value-added services fund, as well as the China fund management companies and funds such as Xing, such as 600011 and the like are still varieties over bunkers to cut stores, busy enjoying themselves. until the end of 2005, are still some held by the Fund has dropped beyond recognition a lot of the cyclical nature of the industry to wait for spring.
Easy Fonda's strategy from the earliest of view, 600.78 thousand Top Energy, 000,866 Yangzi Petrochemical, and 000157 Zoomlion, 600.46 thousand Hangzhou Silan Microelectronics and others have considerable PLAY suspect, that the Fund's work together, to focus a large amount of control of species flow of chips. and even the hand-lift, which in the past year, the signs are becoming more and more dilute concentration of the situation on the wane, this may be easy to square up to the biggest change, but overall, in 2005, three-quarter options 000,069, and the g ear of friendship, g rockets into a new holding, although he is still focused on holding the line to go and not by a focus on investment in the transition to a diversified investment, indicating that their style has not changed, we suspect that the strengthening of fund regulation and for the redemption of the issue of liquidity of the Fund to consider, making easy to square up to the aggressive style of convergence of a lot. So we think that with the easy to focus on investment in species Fonda still need close attention. Do not take it lightly!
GF Securities has been able in recent years the market is large baptism Yuehuo Yue moisture, and its great a few years ago did not PLAY the relationship between the medium and small investors want to actually PLAY by no means as simple, rich, Who will buy, the problem is to buy over, lift, and how cash problems Zilazichang consequences有苦说不出last boomerang. from the South to the Mirs, from Beijing to the China Securities and securities, PLAY's consequences abound. We should say that it is precisely because a network of contacts developed Chen Yin (in March 2003 was transferred to the Deputy Mayor of Foshan City) Such chiefs, with one to seven men on a good mechanism, with such as Jiang Zuo-Liang , Yi Yang side capable of controlling the risk of such a self-employed veterans, GF was able to have a current market position.
From Guangfa operation of the self and the Fund's view, there can be marked private operating style, band operation, not PLAY, is characterized by superior stock selection ability. Guangfa the early stages of the establishment by the apparent easy Fonda's care, from the GF grand international set up the initial Awkwardness of view, long electricity, Top Energy, Shanghai airport, Maotai, Xishan Coal and Electricity are all easy Fonda's Awkwardness of overlap, but since the establishment of widely distributed sound, sending out the size of the fund began to grow overall cooperative team started to emerge, the level of R & D began to play, choice of Awkwardness start small but efficient, such as large companies, Yantai Wanhua, Sea oil project, potash fertilizer are all selected by the Fund's own species, but the Generally speaking, there are still some characteristics with the ZHUANG, such as potash fertilizer is with the Zhuang Hongta, while the Hongta and an ambiguous relationship between the Department of the Fund, but also the security department funds 600,309 Awkwardness. but no matter how hard, sending the fund selection Unit capacity is significantly ahead, because of choice of varieties have excess growth characteristics, ie a sudden substantial increase in performance mostly, so these species in the Guangdong Development Fund for intervention, Sedan Chair of the flock!
Quotes from the recent view, Po eliminating the shares, CCA, Shanxi and Guangdong Development Fund Fenjiu are holding, even though these species are in the market adjustment, although he is still great strength full, so we think that the level of Guangdong Development Fund, China now represents the the fund industry's highest level, they should pay close attention to not only Awkwardness, but also can take the city to focus on participation!
