Optimistic About The Future Market Of A Shares

Since the new year, a shares continue to fluctuate, the market volatility is larger, the future market has become the focus of attention of investors. As for the investment prospect in 2021, institutions generally hold a positive attitude, believing that this year is the opening year of the "14th five year plan". With the continuous recovery of domestic economic fundamentals, the A-share market is expected to fluctuate and rise. If investors are optimistic about A-share investment opportunities, equity products managed by fund managers with outstanding strength can be used as a powerful tool for new year's layout. Jiang Zhen, a senior fund manager of Hua'an fund and a "value-oriented growth and investment expert", has experienced the test of complex market, and the performance of fund products managed by him is excellent. According to the data of galaxy securities, by the end of 2020, Huaan's dynamic flexible allocation has achieved a yield of 157.98% in the past two years, ranking 9 / 60 in the same category. The performance of the products under management is remarkable. The new fund managed by Jiang Zhen, Hua'an growth pioneer (Class A: 010792, class C: 010793) will also be officially launched on February 8.

Senior fund manager of Hua'an fund and "value growth investment expert"

From the perspective of his growth path, after graduating from the Department of world economics of Fudan University, he went to work in the headquarters of POSCO, South Korea, mainly responsible for import and export trade. These three years of industrial work experience is beneficial to the understanding and grasp of listed companies and industrial development in the process of research and investment. After that, Jiang Zhen transformed from industry to finance and became an analyst in securities companies. He joined Hua'an fund in 2011 and began to work as a fund manager in 2015.

The accumulation of working experience from industry to investment research has also created Jiang's investment characteristics. He is not only judging from the financial perspective, but also better at studying the company from the perspective of industry and industry, so he can grasp the development trend of the industry more clearly.

In the actual investment, Jiang is a "value growth investment expert". He focuses on value-based growth strategy, selects high prosperity industries and fields "from top to bottom" in combination with economic environment and policy guidance, and selects high-quality and high-quality standards from "bottom-up" comprehensive competition barriers and valuation level, that is, selecting good companies with reasonable valuation in high boom track. When building the portfolio, Jiang focused on the medium and long-term strategic investment layout, taking into account the capture of short-term and medium-term tactical opportunities. On the one hand, it is a long-term strategic allocation, choosing the leading companies in the growth industry, such companies have a strong spirit and solid barriers; on the other hand, there are short-term and medium-term tactical opportunities, mainly the enterprising companies in mature industries. These companies have accumulated a lot of money, and have a leading cost.

As one of the fund managers who entered the bull market in 2015, it is self-evident that Jiang 璆 is facing a severe test. In recent years, with the sharp fluctuations in the A-share market, he has always practiced his investment philosophy and finally transformed into a steadily rising net fund value. Taking Hua'an dynamic and flexible allocation as an example, Jiang took over when the Shanghai index was at 5000 in June 2015. Thanks to careful management, the fund recovered the loss of land in the bear market for more than two years, and the unit net worth reached a new high. According to the data of Galaxy Securities and wind, by the end of 2020, Huaan's dynamic flexible allocation has achieved a yield of 104.13% in the past five years, compared with the performance of the Shanghai Composite Index of - 1.87% over the same period, creating considerable excess returns for investors against the market.

Another product, Hua'an manufacturing pioneer, has been managed by Jiang since its establishment in December 2018. It is mainly deployed in his ability circle of science and technology, high-end manufacturing and new energy, with a high investment success rate. According to the above homologous data, by the end of 2020, the fund has achieved a total return of 167.61% for investors, with the Shanghai Composite Index up 37.44% over the same period, and the excess return is also significant.

It is understood that the Huaan growth pioneer will continue Jiang's good investment philosophy, focus on the growth direction, focus on the "technology upgrading + manufacturing rise" high prosperity track, and select a good company layout with reasonable valuation. Investors who are optimistic about the future market situation of A-share market and have the demand for increasing equity assets may wish to pay proper attention to them and seize the long-term opportunities with the investment and research strength of excellent fund managers and professional teams.