Xingquan Kanle season stock selection and valuation, the company focus on Growth

Xingquan Kanle: season stock selection and valuation, the company pays attention to the growth of sina fund exposure table: the letter Phi lag of false propaganda, long-term performance is lower than similar products, to buy the fund by the pit how to do? Click [I want to complain], Sina help you expose them! Stock selection — attention growth and valuation matching – Xingquan organic growth fund manager Kanle view the latest quarter Xingquan organic growth fund manager Ji Kanle said recently, Xingquan organic growth of the operation will be combined with the TMT industry in the past research experience, through bottom-up stock selection, focusing on exploring the fundamentals of growth with the development of the company with the vision of the subject. In stock selection will grow as the stock selection criteria, with value as the basis for decision-making, the implementation of the objective operation decision. Ji Kanle said that over a period of time there are multiple attempts in the investment strategy, after repeated exploration and research, taking into account their own ability and marginal fields, investment style more combined with his past research experience as electronic, communication and media researcher TMT accumulation, focus on growth stocks and TMT. For the TMT industry, Kanle season that TMT industry over the past three years is in the bull market, so some stock valuation now is relatively high. However, from the perspective of the development of the industry as a whole, the TMT industry is still relatively fast growth in the field, through the depth of excavation and careful study, you can find out the growth can be expected, but the price has not been fully demonstrated investment targets. At present to do is to play professional, choose the future value and valuation of the relative matching stocks. In the investment philosophy, adhere to the direction of growth season Kanle, which was based on the value of. Concerned about the rapid growth but the growth rate and the valuation of the matching stocks, dilute the short-term market style preferences and chase judgment, the game, focusing on long-term growth in the company’s performance to obtain investment returns. The face position, timing season Kanle said in shock City expectations, fully pursue bottom-up stock selection strategy. When most of the stock market valuation is too high, due to the relatively small number of targets, will naturally reduce the holding position, or vice versa, the same position to achieve the effect of control. Configuration in the industry, the current investment in line with their own stock picking logic, but chasing investment opportunities to move round the industry. Ji Kanle in May after the fund has a large stake in the bonus adjustment. In the sort of investment logic, season Kanle developed a suitable for their own investment system. At present, the consistency of investment style, with the passage of time, the system will continue to improve and optimize the formation of a combination of quantitative and fundamental research in one of the investment strategies. Sina’s statement: posted this article for more information to pass, does not mean that agree with their views or confirm the description. This article is for reference only and does not constitute investment advice. Investors operate accordingly, the risk of their own. Enter the Sina financial stocks] discussion相关的主题文章: