招商招祥纯债

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曾管理876亿 招商基金马龙“清仓式卸任”
Nan Fang Du Shi Bao· 2025-04-07 23:12
Core Viewpoint - The resignation of Ma Long as the fund manager of the "招商安心收益债券" is part of a strategic adjustment by 招商基金 to optimize resources and product management, while he continues to serve as the Chief Fixed Income Investment Officer [2][3]. Group 1: Resignation Details - Ma Long announced his resignation from the "招商安心收益债券" fund manager position, with no products currently under his management [2]. - His resignation is attributed to "another assignment," and he has been managing the "招商安心收益债券" for over 11 years, achieving a cumulative return of 90.83% and an annualized return of approximately 6.1%, outperforming the 中债综合全价指数 by over 50 percentage points [2][3]. Group 2: Successor Information - Wang Zilin, who has been with 招商基金 since July 2018, will take over as the fund manager of "招商安心收益债券" [4]. - Wang Zilin has managed a total of 7 products with an asset size of 402.52 billion, employing strategies focused on active coupon collection, neutral duration, and credit spread analysis [4][5]. Group 3: Investment Strategy and Performance - Wang Zilin's investment style emphasizes stability, credit bond exploration, and liquidity management, with a strong ability to respond to high volatility markets [4]. - His representative product, "招商招祥纯债A类份额," achieved annual performances of 5.43% and 5.33% for 2023 and 2024, respectively, outperforming benchmark returns [5]. Group 4: Company Strategy and Team Structure - 招商基金 has emphasized the importance of minimizing the impact of fund manager changes through a well-structured "大固收" management model, which promotes teamwork and unified investment strategies [6]. - The fixed income investment team consists of nearly 40 professionals, including 22 fund managers with an average experience of over 11 years, ensuring a robust research and investment framework [7].