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Sun Jianbo's investment style
Within the Chinese Business Fund, Sun Jianbo is most praised for his macro strategy and allocation ability.

It can also be seen from Sun Jianbo's resume that although he had previously worked in China PICC Trust Securities Headquarters and Galaxy Securities Asset Management Headquarters, when he first entered the fund industry in 2005, he worked as a strategic analyst in CITIC Fund. During my stay in Huaxia Fund, I also focused on strategic analysis.

"Tao solemn stock selection, his style is more suitable for funds with relatively small assets, and Sun Jianbo has strong strategic ability, which is very suitable for large funds with large management scale and high requirements for fund managers' industry allocation ability." A person familiar with the Chinese business fund said.

Due to performance reasons, Chinese businessmen have been in a net subscription state this year. At the end of the fourth quarter of 2009, the fund assets were 265,438+33 million yuan; 20 10 at the end of the first quarter, increased to 3.56 billion yuan; At the end of the second quarter of 20 10, the scale surged to 7.275 billion yuan; By the end of the third quarter, the scale had reached 8.638 billion yuan.

It is generally recognized in the industry that if the fund size exceeds 5 billion yuan, it is less and less likely to rely on the outstanding performance of some stocks and transactions to make profits. The larger the scale, the higher the requirements for the industry allocation ability of fund managers.

Sun Jianbo is obviously quite confident in his macro-strategic ability. In the third quarterly report, he once said that although many holders are worried that the fund scale will continue to increase sharply, it will increase the difficulty of fund management and lead to a decline in performance, but they require restrictions on subscription. However, the manager believes that with his overall situation and forward-looking layout ability, there is still room for manoeuvre. "The more troops Han Xin will deploy, the better." .

165438+1October16, Chinese businessmen began to restrict their subscriptions. At the same time, however, Sun Jianbo Chinese Business Strategy Selection was established, and only raised11800 million yuan, which made the management scale of Sun Jianbo exceed 20 billion yuan in one fell swoop.