It can be roughly understood from six aspects: work experience, long-term performance, risk control ability, investment style, shareholding style and institutional recognition.
work experience
First of all, I think the most important thing is that a qualified fund manager has to go through at least one bull-bear cycle, and when issuing new funds, it is basically in the bottom area, and issuing new funds against the trend can better reflect the stability and investment ability of fund managers.
long-term behaviour
As mentioned above, we should have experienced at least one complete bull market and bear market. Take A shares as an example, try to choose fund managers who started to manage funds before the 20 15 stock market bubble and have outstanding long-term performance at present.
Risk control ability
The ability of risk control is mainly reflected in the reaction of fund managers in the case of stock market decline and shock, and the risk of retracement is mainly controlled by balancing industry allocation and lightening positions at the right time.
Investment style
According to the size of the disk, it can be simply understood that CSI 300 is a large-cap style, CSI 500 is a medium-cap style, and CSI 1000 is a small-cap style. There are also XXX value funds characterized by low valuation and high dividends; The characteristics of XXX growth fund are high income growth rate and high net profit growth rate; XXX balanced fund is characterized by balanced allocation, high return on net assets, and both value and growth.
Shareholding style
The shareholding style mainly reflects the allocation ratio of stock assets held by fund managers, the industries and shareholding concentration of individual stocks, such as the allocation ratio of large-scale assets, the industries and shareholding concentration of individual stocks.
Institutional accreditation
Institutional recognition is an auxiliary analysis, but the stock market is not? The eyes of the masses are discerning? In the market, where people often get together, the benefits will not be too good, otherwise it will be broken. 7 of 2, 65438 of 0? Method, but institutional clients generally account for more than 30% even if it is a good fund manager.
After the above layers of screening, we can roughly select several fund managers with excellent timing ability, such as:
Fu Youxing, Zhang Kun, Liu Yanchun and Zhou Weiwen. You need to judge for yourself what style of fund manager is suitable for individuals. This is for learning and communication only, and it is not recommended for investment. Please be responsible for yourself.