In terms of investment concept, it pays attention to the combination of value investment concept and strategy to deal with the market, grasps the investment opportunities of individual stocks arising from macroeconomic restructuring, selects stocks from the bottom up and pays attention to company research. Quick response to the market, flexible position adjustment.
In stock selection, we should pay attention to the choice of industry leaders and small and medium-sized stocks. Focus on mining leading enterprises in the industry that rely on the capital market to strengthen their competitive advantage and continue to grow at a high speed. At the same time, look for small and medium-sized growth stocks with high intrinsic value and endogenous growth potential and small and medium-sized value stocks at the turning point of the cycle.
In terms of risk control, there is no hard stop loss. Set the position ratio before buying promising varieties and buy them in batches according to market conditions. When systemic risk and individual stock risk are greater, they will reduce their holdings. The assets of all industries shall not exceed 30% of the total assets, the assets of all companies shall not exceed 65,438+05% of the total assets, and the risk reserve shall not be less than 65,438+00% of the total assets.
In terms of performance, the absolute return in 2009 was 122.5 1%, ranking among 180 similar funds. The absolute return in 20 10 was 31. In the past 1 year, the yield was 28.54%, far exceeding the average level of the market and private placement, and the income in the last two years was 130%. Excellent performance.