He has been engaged in research and investment in the field of emerging industries for a long time, and is good at exploring high-speed growth companies and industries with high barriers and obvious industrial advantages. He has deep and unique insights on investment in growth industries and companies. The main investment areas include: medical devices, new energy vehicles, energy storage, photovoltaic equipment, electronic components, semiconductors, information and innovation, Internet, computer hardware and software and mass consumer services and other industries, with a deep understanding of the industry development and industrial changes of emerging industries, with a stable growth stock investment system.
From 2018, the strategic system has been comprehensively upgraded, paying more attention to the combination of track and trend, and the investment performance has become more prominent.
Timing + fundamentals + trends
Timing: Enter when the index appears the operation signal, and ensure that the product is not withdrawn at other times
Fundamentals: Industries and enterprises with improved prosperity, growing companies from small market capitalization to large market capitalization.
Trends: Identify trends and act accordingly
Is a believer in absolute returns, would rather not do can not do wrong. Try to look for beta-type opportunities with obvious plate attributes and seize the big wealth tuyere. In terms of stock selection, we strive to find companies that have the potential to more than double their share price growth in 6-12 months.
200% return over the past four years, 32% compound annualized return, 3% maximum retracement over the past four years, 15% annualized return over the past ten years.