(Original title: 2021 Excellent Public Fund Manager Qianhai Kaiyuan Fund Cui Chenlong: Hardcore Xueba focuses on long-term success)
Reason for listing: Cui Chenlong, who has many years of scientific research experience and background, has made the fund industry a “new face” familiar with many industries with high technical barriers, and can have a forward-looking insight into the opportunities of leading the market. At the same time, his strong learning ability also allowed him to grow his investment research ability rapidly. Wind data shows that as of December 23, 2021, the annualized returns of Qianhai Kaiyuan Public Utilities and Qianhai Kaiyuan New Economy Hybrid A managed by Cui Chenlong are as high as 143.19% and 136.07%, respectively, ranking first among similar funds.
The victory in the first battle is inseparable from the outstanding investment research strength and investment philosophy of the fund manager. Public information shows that unlike many fund managers who came from financial sciences, Cui Chenlong is a scholar-type fund manager with a background in industrial scientific research and has rich and in-depth research and accumulation in the new energy industry. As a Ph.D. jointly cultivated by Northwestern University in the United States and Nanyang Technological University in Singapore, he focuses on materials science and engineering. As the first author, he has published 11 papers in Research and other journals, which have been cited nearly a thousand times.
Cui Chenlong believes that the entire new energy track is in a stage of rapid development, and the investment boom in the entire new energy industry will continue for decades. With continuous innovation in superimposed technology, leading companies will continue to maintain the lead in scale and R&D through their advantages in scale. The technical barriers of the new energy track also enable investors with professional backgrounds to have certain research advantages. With the rapid growth of the industry and the development and application of new technologies, it will provide professional investors with better investment opportunities.
“I have always been optimistic about the investment opportunities in the new energy sector. After taking office as a fund manager, I immediately started to adjust my positions and transferred most of my positions to the new energy field. Choosing the right direction is equivalent to getting twice the result with half the effort.” When talking about investment experience, Cui Chenlong First mentioned the importance of choosing the right direction.
Choosing the right direction for the industry, Cui Chenlong has always strictly followed the standards of actively managed fund managers in the selection of individual stocks. Since managing the fund, he has set a clear goal-to exceed the long-term industry average rate of return. To this end, Cui Chenlong adopts a bottom-up stock selection method, focusing resources on more certain investment opportunities with greater space, and stocks with clear long-term competitiveness and strong competitive landscape. Even after the Chinese New Year in 2020, Cui Chenlong did not substantially adjust his position when the new energy sector experienced a phased correction. Cui Chenlong said that he will value the company’s continuous technological leadership, take a long-term view, and do not conduct short-term game operations. Some high-quality targets are damaged in the short-term, but the long-term development is not affected. This is a good time for long-term investment layout.
Regarding investment opportunities in 2022, he said that he is optimistic about new energy in the long-term, and will stick to the new energy track regardless of whether the market is good or bad.Mingfang