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国联基金权益部门大洗牌
Shen Zhen Shang Bao· 2025-09-17 06:43
Group 1 - The core point of the articles highlights significant turnover in the investment research team at Guolian Fund, particularly among equity fund managers, following the merger with Minsheng Securities and the restructuring of the investment departments [1][2] - Guolian Fund has seen the departure of 7 fund managers this year, with 5 leaving in the second half of the year, indicating a trend of instability within the team [1] - Notably, three senior fund managers with tenures of approximately 4.5 years, 10 years, and 5 years left the company recently, raising concerns in the market [1] Group 2 - The company has hired 7 new fund managers this year, with 6 being newcomers without prior public fund management experience, which may impact the overall expertise within the team [2] - Currently, Guolian Fund has a total of 29 fund managers, with an average tenure of 2 years and 18 days, which is below the industry average of 2 years and 104 days [2] - Among the 29 fund managers, 10 have less than 2 years of experience, with 7 of them being equity fund managers, indicating a potential risk in investment decision-making [2]
权益基金经理扎堆离任 国联基金权益部门大洗牌
Zhong Guo Jing Ji Wang· 2025-09-17 01:31
Group 1 - The core viewpoint of the articles highlights significant changes in the management team of Guolian Fund, particularly in the equity fund manager segment, with a notable number of departures this year [1][2] - Guolian Fund has seen a total of 7 fund managers leave this year, with 5 of them departing in the second half of the year, indicating a trend of instability within the team [1] - The recent restructuring involved merging the "Equity Investment Department" and the "Research Department" into a new "Equity Research Department," which may have contributed to the turnover [1] Group 2 - The company has hired 7 new fund managers this year, with 6 of them being newcomers without prior public fund management experience, reflecting a shift in talent acquisition strategy [2] - Currently, Guolian Fund has 29 fund managers, with an average tenure of 2 years and 18 days, which is below the industry average of 2 years and 104 days, indicating a relatively inexperienced team [2] - Among the 29 fund managers, 10 have less than 2 years of experience, with 7 being equity fund managers, further emphasizing the challenges in maintaining experienced personnel [2]
柯海东离任国联策略优选国联竞争优势国联消费精选
Zhong Guo Jing Ji Wang· 2025-09-11 07:54
Core Viewpoint - The announcement from Guolian Fund indicates the departure of Ke Haidong from multiple funds, which may impact the management and performance of these funds in the future [1][2][3] Group 1: Fund Performance - Guolian Strategy Preferred Mixed Fund A/C, established on May 8, 2019, has a year-to-date return of 35.54% and a cumulative return since inception of 206.37%, with a net asset value of 2.8963 yuan [1] - Guolian Competitive Advantage Fund, established on September 7, 2016, has a year-to-date return of 36.72% and a cumulative return since inception of 131.92%, with a net asset value of 2.3192 yuan [1] - Guolian Consumer Selected Mixed Fund A/C, established on June 2, 2023, has a year-to-date return of 36.54% and a cumulative return since inception of 15.12%, with a net asset value of 1.1512 yuan [1] Group 2: Fund Manager Changes - Ke Haidong has been dismissed as the fund manager for Guolian Strategy Preferred Mixed Fund and Guolian Competitive Advantage Fund, with other managers continuing to oversee these funds [2][3] - The announcement follows regulatory guidelines for the disclosure of information regarding fund management personnel [2][3]