Oriental Red Asset Management Guo Naixing: Maintain a positive mentality of learning and build a reasonable investment portfolio

As the first approved for establishment of a securities company asset management company, it is also the first securities management company in the industry to obtain public fund management business qualifications. The principle of "first" adheres to the concept of long -term value investment, and strives to bring long -term sustainable investment returns to investors.

In the public fund industry, talents are core assets, self -cultivation and excavation of outstanding investment research talents, and are important weapons for fund companies to develop for a long time. Since graduating from Shanghai Jiaotong University in 2013, Guo Naixing has joined Oriental Red Asset Management. Since then, from researchers, investment organizers to fund managers, with the help of research platforms and research resources, the capacity circle has continued to expand, investment logic and frameworks have continued Complete.

Faced with market changes in recent years, Guo Nai is fortunately said that he needs to keep learning new things, constantly understand the progress of society, the changes in the industry, and the development of enterprises. In the future, at least the study of one industry in the future will deepen the in -depth research and understanding of an industry like a newcomer.

In the past, Guo Naixing, who had the background of electronic information and economics composite, focused on studying power equipment and new energy and home appliances, and strived to expand capabilities. First of all, the ability circle expands the research field from power equipment and new energy and home appliances to food, machinery, consumer electronics, etc.; Secondly, with the help of research platforms and research resources to empower investment, it is an empowerment of investment and research on the integrated investment and research of the company. , Constantly improving the transformation efficiency of investment.

Good companies and good prices in the stock market are often not available. In the face of such a choice problem, Guo Nai is lucky to have a set of logic: on the one hand, you need to continuously improve your own stock selection capabilities, establish awareness beyond the market, choose a better one to choose a better one Company; on the other hand, we must face the fluctuations of the external environment of the market and the emotional fluctuations in the market, and the market will abandon the company in the short term. When the overall emotions of the market investor will be particularly sluggish, this will provide value investors with I involved in good opportunities.

As a fund manager who is good at studying new industries and new formats, Guo Naixing has always maintained a positive learning mentality. It believes that the market style is cyclical and constantly changing. It is necessary to constantly understand the market and embrace the market with an open mind under the premise of respecting the market. In addition, the fund manager's own investment philosophy and methods need to be continuously optimized, and judge and adjust in the selection of companies, industries and valuation balances to avoid aging of the investment portfolio.

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