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刘格菘,迎来两位“黄金搭档”
券商中国·2025-03-24 23:26

Core Viewpoint - The article discusses the trend of top public funds hiring young talent as co-managers, highlighting the successful performance of young fund managers Chen Yunzong and Wu Yuanyi under the mentorship of experienced managers Liu Gesong and Li Yaozhu [1][3][9]. Group 1: Talent Acquisition Strategy - The hiring strategy of Guangfa Fund focuses on "old brings new," allowing experienced managers to mentor younger talent, which enhances team competitiveness and product growth [3][9]. - Chen Yunzong and Wu Yuanyi were both appointed as fund managers through this strategy, indicating the confidence of their senior managers in their stock-picking abilities [1][3]. Group 2: Performance of Young Managers - Wu Yuanyi's fund has achieved a return of over 40% this year, ranking ninth in the entire market, showcasing his effective investment strategy [1][7]. - Chen Yunzong's fund has also performed well, with a return of 18% this year, indicating his capability in selecting stocks across various sectors [4][7]. Group 3: Investment Strategies - Both young managers have diversified their portfolios, avoiding concentration in a few popular sectors, which has led to their funds outperforming many competitors that focus on trending themes like AI [10]. - Wu Yuanyi's top holdings include companies from various industries, such as toys, jewelry, and military communications, demonstrating a broad investment approach [9][10]. - Similarly, Chen Yunzong's top holdings span sectors like automotive, military, and renewable energy, reflecting a strategy that emphasizes diversification over chasing hot trends [10].