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reprinted from: jinshi zatan

those who follow jinshi zatan should know that jinshi zatan prefers to appreciate xu yan's philosophical reflections on quarterly reports, but unfortunately, his semi-annual report this time is mediocre and has no feeling:

there were two opportunities in the first half of the year. the first was before the spring festival, but he did not dare to buy when he should have; the second was the opportunity of undervalued large-cap stocks in the second quarter, but because it did not conform to his philosophy, he took the opposite operation. as a result, it retreated 4.45% in the past three months and fell 4.57% in the past year, but the overall level is still acceptable.

jinshi zatan found that there is another fund manager whose interim report is well written and worth reading. xu tuo, the manager of yongying fund, has 11 years of experience in the industry. he was a researcher at china europe fund and later worked as a researcher at citic. in october 2020, he became a fund manager at abc international. his return was pretty good as soon as he took office.

joined yongying fund in 2013, currently in charge of 4 products, 2 of which are profitable and 2 of which are loss-making. yongying huitianying lost 16.4% in one year of holding; yongying dividend optimization returned 26.27%. due to heavy holdings in high-dividend stocks such as electricity, the profit in the past year was nearly 10%, and the profit in the past three years was 11.45%, outperforming 95% of fund managers.