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基金经理
佘中强

学历:博士、MBA

从业经历:国籍:中国。学历:香港城市大学博士,清华大学MBA学位。从业经历:曾任香港邦盟汇骏基金管理有限公司研究主任、香港朗宁投资有限公司投资经理、东兴证券股份有限公司投资经理、齐鲁证券有限公司北京证券资产管理分公司执行总经理、华商盛世成长股票型基金基金经理助理、华商产业升级混合型基金基金经理。2016年1月加入汇添富基金管理股份有限公司。2016年8月1日至今任汇添富沪港深新价值股票基金的基金经理,2016年8月24日至今任汇添富均衡增长混合基金的基金经理,2017年11月10日至今担任添富港股通专注成长基金的基金经理。

佘中强:中国“核心资产”与美国“漂亮50”的对比及启示2019年07月17日

2016年以来,A股市场开启了一轮典型的长期风格切换,无论是从今年上半年的时间维度来看,还是从过去三年的中长期维度来看,A股的“核心资产”均录得显著的超额收益,且走势相对稳健,回撤相对较小。WIND数据显示,今年上半年,相比于上证综指19.5%的区间收益率,A股的核心资产,如白酒、非银和医药这三个板块的龙头股涨幅均在50%以上;截至今年上半年,上证综指2016年以来录得-15.83%的区间收益率,而上述三个板块的龙头股的同期涨幅在150%到380%不等。超预期的市场表现背后,是这些核心资产持续稳健的盈利增速和净资产收益率。

 

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