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鹏华基金梁浩:汇聚团队合力 延展投资能力圈

2017-08-28 06:50:42   中国经济网

基金公司的研究团队不仅推荐股票,基金经理也不是简单地按照研究员的推荐去买股票。研究团队是基金公司的基础平台,要有足够的研究覆盖广度,能源源不断地为决策提供支持。

“个股研究要有深度、策略研究要有宏观格局、资产覆盖要有足够广度、投资经验要积累、投资风格要不偏离”,鹏华基金研究部总经理梁浩简要概括了作为一个基金经理所要面对的挑战。

“3300多家上市公司,分属不同行业,经营状态各异,来自市场、社会、国民经济各个层面的复杂变化更加剧了投资的难度。机会散落在市场的各个角落,研究必须要有足够的深度和广度,决策必须要善于抓住关键决策点。”梁浩说。

曾任职信息产业部的梁浩博士有9年投资研究经验,他管理着鹏华基金研究部,鹏华基金即将发行的一只凝聚团队合力的新基金——鹏华研究精选灵活配置混合型基金也是由梁浩管理。

鹏华研究精选是一只既单纯又复杂的基金,名称中的“研究精选”四个字表明其“研究驱动投资”的血统。公告显示,该基金可以以0~95%的资产投资股票,依托基金管理人的研究平台和研究能力,通过对企业基本面的全面深入研究,挖掘具有持续发展潜力的上市公司,力争实现基金资产的长期稳定增值。

鹏华研究精选基金拟任基金经理梁浩具有丰富的投资管理经验。Wind数据显示,梁浩管理的鹏华新兴产业基金成立以来累计收益超过126%,年化收益14%,远超同期沪深300指数3.73%的年化涨幅。

投研融合 团队取胜

众所周知,投研融合在任何基金公司都是难题。基金公司的研究团队不仅仅推荐股票,基金经理也不是单纯按照研究员的推荐买股票。在梁浩眼中,研究团队是基金公司的基础平台,要有足够的研究覆盖广度,能源源不断地为决策提供支持。

为了确保鹏华研究精选这只覆盖广泛、策略多元的基金能够顺利运作,梁浩做了很多探索和突破。“我们希望通过构建团队来弥补个人的局限。团队骨干有着丰富的研究经验,在自己所覆盖的领域有所擅长、尚未走向投资一线、思维仍能聚焦的优秀分析师。”

对于鹏华研究精选这只新基金,掌舵人梁浩将采用与传统公募基金截然不同的投研管理方式。他从四个方面做了解析。“首先,是宏观策略研究专业化,每一类风格资产研究都有专人负责。其次,是决策点明晰化,通过对决策点的梳理,将复杂问题简单化。第三,是投资理念模型化,我们在公募基金中首家在基本面研究体系中引入量化策略研究员,通过模型的客观量化避免风格漂移问题。第四,是个股研究跟踪的团队化,通过研究和投资的无缝对接,提高团队的整体作战效率。”

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