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Investors can obtain relevant information about fund managers through marketing materials of fund companies, live broadcasts of fund managers, road shows of fund managers or direct research. One problem to pay attention to is that it is best to understand the information from the fund manager's information before face-to-face contact with the fund manager, and then ask targeted questions. First of all, what needs to be obtained is the investment philosophy and investment framework of fund managers. Investment philosophy is what kind of investment you like to do, such as whether you value long-term logic or short-term rotation changes. The investment framework is what to sell, what to buy, how to sell, how to buy. Secondly, what needs to be obtained is the specific investment ideas and investment logic of fund managers, that is, how fund managers analyze and study the market and companies. How the fund manager analyzes the company and how he draws conclusions is the key to his profitability. Third, although the personality and experience of a fund manager are also important, not everyone can analyze what kind of investment he likes from the personality and experience of a fund manager. For example, a fund manager who is in a hurry and does everything in a hurry may find it difficult to wait patiently for a product to obtain returns for a long time, and may pursue some short-term returns more at the expense of long-term returns. Some important information can also be learned from the past experience of fund managers. For example, one fund manager used to be a futures trader and failed at it. If he is still trading and some of his trades are successful, he is a very tough investor who can tolerate short-term failures and may have a high risk appetite. A person's personality and experience are difficult to change, so it is worth paying attention to, but only if there is a reason to say, can form a logical chain. Finally, it is necessary to understand what kind of external support fund managers can obtain, because there are many investment ideas, methods and ideas that need a lot of external support.
For example, if a fund manager is already very good and earning very good returns, can he maintain his current returns or even improve them by expanding his external support? This is also a very important point. Secondly, every investor will look at the fund company where the fund manager works when making investment analysis. It should be noted that the fund manager should not only look at the size of the fund company and the performance of the fund, but also pay attention to what position the fund manager is in the company, what resources he can obtain, or how the company provides and what resources it provides to the fund manager. Whether these resources can support the investment of fund managers.
Conclusion: An excellent fund manager should have the following three management abilities: first, industry rotation, fund managers can switch between different industries, and timely conversion; The second is stock selection; Third style substitution. The investigation of the fund manager includes: the investment experience of the fund manager, the investment method of the fund manager, investigation three: the management style of the fund manager
(Writer:Dirick)