摩根士丹利华鑫项志群、何滨

2010-03-05 作者: 好买基金研究中心

拜访时间:2010-03-05

拜访对象:大摩领先基金经理、公司投资总监项志群;大摩基础基金经理何滨。

拜访摘要:

2009年摩根斯坦利华鑫基金公司股权变更后,总经理于华进行了一系列大刀阔斧的改革,公司旗下基金的整体业绩面貌焕然一新。新任投资总监项志群是市场上的明星基金经理,该基金经理有自成一体的投资体系和方法;其过往资产管理经验丰富,历史业绩优秀;同时还具有出色的团队管理能力。项志群先生认为2010年投资策略应利用指数震荡赚股票而不是赚钱,然后等市场行情好了之后发力赚钱。

大摩资源基金经理何滨风格稳健,长期业绩优秀,何滨认为2010年的市场。。。。。。

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