招商量化精选A
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四只主动量化基金的2026前瞻
雪球· 2025-11-18 08:42
↑点击上面图片 加雪球核心交流群 ↑ 下面是四只基金的清单,三只是老面孔。 | સ્ત્રેસ | 证券名称 | 基金成立日 | 基金经理 | 基金规模(亿元) | | | --- | --- | --- | --- | --- | --- | | 001917.OF | 招商量化精选A | 2016-03-15 | 王平 | | 63.44 | | 005443.OF | 国金量化多策略A | 2018-02-01 | 马芳,姚加红 | | 40.67 | | 018728.OF | 华夏智胜新锐A | 2023-07-07 | 孙蒙 | | 19.39 | | 016466.OF | 国泰海通量化选股A | 2022-08-18 | 胡崇海 | | 14.12 | | | | | | 日日 12 | | 拉这份数据时,也不由得唏嘘。我最早在2021年选中招商量化精选时,规模应该还没过10亿元,没想到近年哪怕严格限购,规模也到了63.44亿 元。虽然当年王平说理想规模在10亿元,但这些年业绩依然挺能打,不知道是策略有提升,还是A股交投活跃提供了更大的策略空间。 下表是这四只基金的逐年表现,可以看到王平的招商 ...
清华博士基金经理周云:九年八胜沪深300,行业配置均衡赢在稳健
Sou Hu Cai Jing· 2025-08-30 12:02
Core Insights - A selection of outstanding fund managers has been identified, with only six meeting strict criteria for performance and risk management [1] - The selected funds are primarily equity mixed, ordinary stock, and flexible allocation types, with annualized returns exceeding 10% and maximum drawdowns below -40% [1] Fund Manager Performance - The top fund managers include Wu Guoqing, Mo Haibo, Liu Yuanhai, Liu Xu, Wang Ping, and Zhou Yun, with Zhou Yun managing two funds that made the list [1][2] - Wu Guoqing's fund focuses on the non-ferrous metals industry, while Mo Haibo and Liu Yuanhai's funds emphasize technology and communication sectors [2][3] Zhou Yun's Investment Strategy - Zhou Yun has demonstrated a maximum drawdown of only -26.93% over a tenure of more than nine years, showcasing strong risk management [3] - His investment style is centered on value investing, with a diversified industry allocation and low turnover rates [3] Market Outlook and Fund Recommendations - Zhou Yun maintains an optimistic long-term outlook for the Chinese economy and markets, advocating for a balanced portfolio of stable assets and growth stocks [4] - Investors interested in Zhou Yun's strategies may consider his new fund, Oriental Red Core Value Mixed, which encourages long-term holding through a floating fee structure [4]