鹏华基金前基金经理王宗合因病逝世,曾创千亿级基金发行纪录
Nan Fang Du Shi Bao·2025-12-30 12:00

Core Insights - Wang Zonghe, former deputy general manager of Penghua Fund and renowned fund manager, passed away on December 29 due to illness, with a memorial service scheduled for December 31 [2] - He managed over 50 billion yuan in assets and set a record for public fund subscription, leading to widespread mourning and remembrance in the industry [2] Group 1: Career Highlights - Wang Zonghe held a master's degree in finance from Renmin University of China and began his career in industry research at China Merchants Fund before joining Penghua Fund in May 2009 [2] - He progressed from researcher to assistant fund manager, officially becoming a fund manager in December 2010, and was promoted to deputy general manager in January 2021 [2] - His longest-managed fund has been held for over 12 years, making him one of the few fund managers to maintain a consistent research system in the industry [2] Group 2: Investment Achievements - Wang Zonghe's peak career period reflects the "star-making era" of public funds, where he accurately captured the white liquor industry's trends, leading to outstanding performance in products like Penghua Consumer Preferred and Penghua Pension Industry, both winning Golden Bull Fund Awards [3] - In July 2020, his Penghua Craftsmanship Selected Mixed Fund attracted 137.1 billion yuan in subscription on its first day, setting a record in public fund history [3] - By the end of Q3 2020, the total scale of funds under his management surged to 55.426 billion yuan, an increase of over 40 billion yuan from the previous quarter, contributing to a doubling of Penghua Fund's mixed fund scale to over 140 billion yuan [3] Group 3: Investment Philosophy - Wang Zonghe's investment philosophy centered on value investing, focusing on leading companies in key industries, famously stating "Thirteen years of wind and rain, walking alongside Moutai" [3] - He adhered to the investment standards of Warren Buffett and Charlie Munger, prioritizing companies with high barriers to entry, sustainable ROE, and compounding effects, while avoiding high-valuation growth stocks [3] - The returns of his managed funds, Penghua Consumer Preferred and Penghua Pension Industry, reached 244.70% and 211.40% respectively, with annualized returns exceeding 10% [3]

鹏华基金前基金经理王宗合因病逝世,曾创千亿级基金发行纪录 - Reportify