He is currently the fund manager of intelligent hybrid securities investment fund in China-Europe era. His investment style is to grasp the economic context from top to bottom and pay attention to high-quality stocks in booming industries.
Mr. Zhou Yingbo: Master of Control Theory and Control Engineering in Peking University. After graduation, I went to the IT industry (Tencent) first, and then I did research after the transformation. He has been a researcher of Ping An Securities and a researcher of Huaxia Fund.
20 14 10 joined China Europe fund as a researcher and assistant investment manager. 2018 065438+1October 25th, he was appointed as the fund manager of China Europe Times Intelligent Hybrid Securities Investment Fund. At present, he is the fund manager of China-Europe science and technology innovation theme, three-year closed operation and flexible allocation of hybrid securities investment funds.
Extended data:
Zhou Yingbo's Investment Philosophy
Long-term and reliable growth comes from entrepreneurship, which Zhou believes is the essence of investing in a company. With the scale of the fund growing to $5 billion, Zhou pays more attention to his understanding of entrepreneurs and hopes to choose some companies as his core shareholding.
Then, according to the prosperity of the industry, make some simple adjustments and increase some excess returns. To find the source of enterprise growth, we must go out of the financial model and observe the enterprise from the perspectives of enterprise values, long-term reliability of business model and the influence of management culture on employee behavior model.
Zhou believes that no one can get rid of the influence of luck and historical background in this market. As a professional institutional investor, we must first keep a learning attitude. The second is to persist in serious and diligent work. The truly evergreen investment concept is learning. Only by constantly learning and constantly adapting to various changes can we make a good investment.
In the paper on control, Zhou believes that on the one hand, we should do some collocation, but the most important thing is to be patient. In the whole investment process, it is more reliable to put more energy into the selection and selection of listed companies, and it can create value in the long run.
Because as long as it creates more value every year, even if it is purchased at a slightly higher price, it can fill this gap by creating value. But if the company you buy is worthless, then time is not your friend, and the more value you eventually lose.
References:
Baidu encyclopedia-zhongou fund management co., ltd