When it comes to fund managers, everyone's impression may be dominated by men, and there are really not many women in the current fund managers.

According to wind data, there are more than 2000 fund managers in China, of which only about 1/4 are women. Under such circumstances, most of the well-known female fund managers in the industry have their own strengths.

On the occasion of the "Goddess Festival" on March 8, I would like to take this opportunity to give you a plate, the investment gold sentences of those very good goddess fund managers in the market.

China Europe Fund Glenn

Glenn is almost the most popular female fund manager in the industry and one of the most popular fund managers within CEIBS funds.

Glenn is an engineering student, studying from Tsinghua University to Northwestern University. After graduation, I first worked in Infineon, half a year in Munich headquarters and half a year in IGBT chip department. Since 2011, he has served as an analyst of Guojin Securities and a researcher of Minsheng Canada Bank Fund, covering power equipment, new energy, light industry, medicine and other industries. the team won the first place in New Wealth and joined the China-Europe Fund in October 2014.

She is currently managing 44.191 billion yuan, and the China-Europe Health Fund, which she began to manage in 2016, has so far returned 251.89%.

The following is Gulen's golden investment sentence:

My understanding of myself, the growth style is very distinct, light in timing, focus on stock selection, most of the energy is allocated to fundamental research. I use the most simple stock selection method. I will firmly hold on to high-quality companies based on the fundamentals of individual stocks, but if I find cognitive errors in tracking, I will resolutely correct them.

I am optimistic about the pharmaceutical industry for a long time, which is a long-term track with good growth and certainty. The greatest charm of this industry is that it has the dual attributes of technology and innovation.

My understanding of myself, the growth style is very distinct, light in timing, focus on stock selection, most of the energy is allocated to fundamental research.

People often say that if you look at history, you can know today, but in fact, knowing the history of a listed company will have the same effect. With enough historical time to observe, we can see whether the core values of the management of a listed company have strong executive power, and judge whether it really has the ability of sustainable operation and sustainable growth. This information is very important to judge whether a listed company has long-term investment value.

If the development process of a company is long enough, it is bound to experience prosperity and adversity. How to expand the success without arrogance in prosperity, how to deal with it calmly but not impatiently in adversity, and where are the strengths and weaknesses? This is very important to judge the future development of the company.

Under the great temptation of the capital market, some enterprises deviate from their original intention after listing, so those enterprises whose management team is stable, loyal to the main business and aim at the development and growth of the company, will be precious among thousands of listed companies.

Industrial and Commercial Bank Fund Zhao Bei

Zhao Bei, who joined ICBC Credit Suisse in 2010, is currently deputy director of the research department and head of the health care research team.

Zhao Bei is one of the few fund managers in the market to invest in the pharmaceutical industry with a top-down framework. She is good at finding trend opportunities with industrial characteristics from the fine molecular industry.

Currently under management of 14.557 billion yuan, the ICBC Frontier Medical Fund, which she began to manage in February 2016, has so far returned 350 per cent.

The following isZhao BeiInvestment golden sentence:

It is important to understand the direction of valuation fluctuations. It is prosperity that determines whether valuations fluctuate up or down. The change of prosperity often brings the opportunity of "poor expectation". Through in-depth industrial research, we should maintain the sensitivity to change and pursue the investment opportunity of both profit and valuation from the "difference of expectation".

The valuation of sub-industries with high prosperity is bound to rise, while the valuation of industries with low prosperity is bound to decline. Growth is the top priority, long-term growth performance can be maintained, higher valuations can also be digested. If you lose your growth, then no matter how cheap it is, it may continue to fall.

Optimistic about individual stocks: heavy position holding, long-term layout. Improve the portfolio dispersion and enhance the liquidity coping ability.

People's energy is limited, and shareholding focus means research focus, which will lead to the improvement of research accuracy. If I have a clear view of this direction, I will configure the company to the upper limit and maximize the contribution of excess income to me.

Personally, I like change very much, because once there is a change, it is to test who reacts quickly. At this time, varieties with poor expectations are easy to show.

Should not be led by the nose by the market. Then I began to focus on in-depth fundamental research, understand industries and companies, and make money within my ability circle. In the end, share prices are determined by long-term fundamentals.

Southern fund Jiang Qiujie

Jiang Qiujie has a master's degree in optoelectronic engineering from Tsinghua University, joined the Southern Foundation in July 2008, served as a researcher in the product development department, a researcher in the research department, and a senior researcher in charge of communications and media industry research, and served as an assistant fund manager at the beginning of 2014 and as a fund manager at the end of 2014.

At present, Jiang Qiujie's management scale is 11.234 billion yuan, and all the products managed in the past have achieved positive benefits. The yield of Southern Longyuan Industrial theme and Southern Tianyuan New Industrial Fund, which has been managed since 2015, has doubled so far.

The following isJiang QiujieInvestment golden sentence:

Focus on the new economy industry, including biomedicine, connected intelligence, advanced manufacturing, emerging consumption and so on. The new economy is the tuyere of the future, which contains huge investment opportunities.

According to the law of international development, it is expected that in the future, the structure of our country's economic structure, such as science and technology, medicine, and consumption, will be much higher than that of the last industrial era, which is in line with the law of international development.

We will establish a preliminary financial screening pool, with a higher and gradually improving ROE as the core of stock selection, and preferably with a relatively low level of dividend.

After years of development, China has grown into advantageous enterprises with international or regional competitiveness in communications, railways, electrical appliances, automobiles and so on; at the same time, in the global manufacturing chain, a large number of Chinese manufacturing enterprises can constantly enhance their industrial status and voice through technological upgrading and management optimization.

Choose to lay out the company with alpha at the bottom of the industry, and enjoy the double benefits of the beta of the industry and the alpha of the company itself when the industry rises.

In my eyes, investment, as Munger said, requires universal wisdom. We need to focus on many disciplines and be able to integrate them and apply them to our own investments.

Invest in the Morgan Fund Sun Fang

Sun Fang, with 17 years of experience, has been a fund manager since December 8, 2011, has 9 years of public fund management experience, and is a relatively scarce fund manager who has experienced a complete bull-bear cycle transition of A-shares in the current market. As of the latest, the cumulative return of the CIC JPMorgan Core Choice Fund, which has been managed since its establishment on November 28, 2012, has reached 583.85%. At present, the scale of management exceeds 3 billion.

The following isSun FangInvestment golden sentence:

Do not go, that is, where people are scrambling to go, especially when new concepts emerge, please keep calm and avoid speculation.

The investment portfolio should be made up of a variety of equity assets with different characteristics, and do not let the portfolio over-set in a certain industry or a certain attribute of stocks.

If the fundamentals do not live up to expectations, especially if the persistence does not live up to expectations, stop losses need to be considered.

In order to stop earnings at an appropriate time, investors should have the yardstick of valuation and have a clear understanding of how valuable a company is and what its reasonable deviation range is.

Our judgment is that the future investment will be light, heavy trend, light index, heavy individual stocks, and put limited energy on the industry that best represents the future.