Original title: Keeping an eye on the consumer track, the Oriental Emerging Growth Fund has won similar championships in the past five years
In the context of consumption upgrades, the consumer sector can be called the long-term gold track of A shares. Wang Ran, general manager of the equity research department of the Oriental Fund, has been deeply involved in the big consumption field for more than 10 years. Because of her long-term value persistence, the Oriental Emerging Growth Hybrid Fund currently under management by Wang Ran has won the first place in its category in recent five years.
According to Yinhe data, as of June 25, 2021, the Oriental Emerging Growth Hybrid Fund managed by Wang Ran has achieved 1/75 growth among similar funds in the last five years; ranking in the last year, the last two years, and the last three years The top 1/4 of its class are 40/168, 33/134, and 25/107. At the same time, the fund also won the five-star rating of Galaxy Securities for three years and five years.
Public information shows that Ms. Wang Ran holds a master’s degree in industrial economics from Beijing Jiaotong University and has 13 years of experience in securities industry. After years of investment accumulation, Wang Ran has summed up a mature consumer industry research and investment framework. That is, the life cycle map divides the consumer industry into four stages, with different focuses at different stages and different allocations in investment. Grasp the industry’s prosperity from the meso level, select high-quality assets by optimizing the track and selecting individual stocks, and create medium and long-term sustainable income for investors. According to the fund’s regular report, as of March 31, 2021, the cumulative income of Oriental Emerging Growth since its establishment on September 3, 2014 has reached 228.22%, and the performance comparison benchmark for the same period is 69.89%, which interprets the true meaning of value growth with long-term returns.
Looking ahead to investment opportunities in the future, Wang Ran firmly believes that there will be huge investment opportunities in China’s future major consumer sectors. At the same time, Wang Ran also said that investing in consumer products looks at a company’s relatively long-term profit model. Therefore, after selecting good industries and companies in investment, we must try to stabilize fluctuations by lengthening the time.
Massive information, accurate interpretation, all in Sina Finance APP
.