Idea

Li Linjun(Master degree in Shanghai Jiaotong                         University, established Dingfeng Assets in 2008)

Style

Focus on finding and researching companies with competitive advantages in the fine-molecule industry, researching the sub-sector itself and the environment, and accompany companies experiencing a high-growth honeymoon period.

Investment is not a game with opponents and markets, and investment is also a matter of physical business. Industry environment, product service competitiveness, team and organization are just as industrial, but pricing and long-term fundamental pricing are the core. Investments need to be cost-effective and tell a company's depth at the intersection of industry value chains and supply chains.

Like “pipeline” investment, it is to find the fulcrum company of the industrial chain in an industry and to invest in the fulcrum company. Preference for semiconductors, new energy, healthcare and consumption. It does not rigidly adhere to investment forms, fixed increase, stocks, equity, mergers and acquisitions, etc.

The main line is to participate in the long-term business value growth, and also to participate in arbitrage trading investment opportunities, because there is only one purpose, that is, fund performance. 

Mr. Li Linjun won the 2014 “Three-year Taurus Fund Manager Award” and the 2015 “China Fund Industry Yinghua Award” three-year best private equity investment manager.

Mr. Li Linjun has profound insights on industrial restructuring, industry development trends, and corporate research. He is good at digging and capturing high-quality stocks in the industry. He usually uses growth strategies and arbitrage strategies to excel at balanced investment.